New York Athletic Club
New York Athletic Club, 180 Central Park S, New York, NY 10019, USA

What is Qwoted?

Qwoted is a free expert network: we help reporters connect with experts & we help those same experts build relationships with top reporters.

Event Date Wed Jun 26 EDT (over 2 years ago)
Location New York Athletic Club
180 Central Park S, New York, NY 10019, USA
Region Americas

The 4th Annual Private Wealth East Forum is designed to bring together more than 250 attendees including more than 150 leading RIAs, family offices, Private Banks and HNW wealth managers from across the region for a day of peer networking and knowledge share. Our agenda will cover asset allocation, alternative investing, asset protection as well as regulatory compliance and an outlook of the financial markets and the global economy. As this event is completely closed door and invitation only, it has been designed to enable genuine peer-to-peer learning and networking for the local HNW community.


2019 Speakers


Troy A. Gayeski, CFA
Partner, Co-Chief Investment Officer, Senior Portfolio Manager, SkyBridge

Bruce Richards
Co-Founder, Chief Executive Officer, Chairman, Marathon Asset Management


Dr. Lewis Altfest
Founder, Chief Executive Officer, Chief Investment Officer, Altfest Private Wealth Management

Jack Ablin
Founding Partner, Chief Investment Officer, Cresset

Erika Karp
Founder, Chief Executive Officer, Cornerstone Capital

Peter Rup
Chief Executive Officer, Chief Investment Officer, Artemis Wealth Advisors

Ira Perlmuter
Founder, Head of Family Office, T5 Equity Partners

David Carter
Chief Investment Officer, Lenox Wealth Advisors

Michael Brandes
Chief Investment Strategist, Itaú Private Bank

Jeffrey Mills
Managing Director, Chief Investment Strategist, Hawthorn PNC Family Wealth

Gary Quinzel
Chief Investment Officer, AEPG Wealth Strategies

Jonathan Bergman
President, TAG Associates

Benjamin Halliburton
Founder, Chief Executive Officer, Chief Investment Officer, Tradition Capital Management

Brendan MacMillan
Chief Investment Officer, (qp) global family offices

David Paley
Managing Director, Deputy Chief Investment Officer, KLS Professional Advisors Group

Michael Steiner
Partner, Wealth Advisor, RegentAtlantic

Stephen Raneri
Chief Investment Officer, GM Advisory Group

Jack Salzman
Senior Managing Partner, Kings Point Capital Management

Wayne Yi
Director, Head of Manager Research, Massey Quick Simon

Eric Mancini
Director of Investment Research, Traphagen Financial Advisors

Sponsors & Partners

2019 Sponsors

• Sprott

• Princeton Fund Advisors, LLC

• Amundi Pioneer
• Ardenton
• BNY Mellon
• Cantor Fitzgerald
• CapitalDynamics
• Capital Group
• Citi
• Delaware Funds
• Eisner Amper
• Fitch Ratings
• FlexShares
• Fundamental Income
• Gurtin
• Harbor Funds
• Hidden Levers
• Invesco
• NewSpring
• Pomona Capital
• Putnam Investments
• S2K
• Wells Fargo