4th Annual Private Wealth West Forum 2019 | Markets Group | 31 July 2019 | Sheraton Grand, 1400 6th Ave, Seattle, WA 98101, USA
Venue
Sheraton Grand
Sheraton Grand, 1400 6th Ave, Seattle, WA 98101, USA
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| Event Date |
Wed Jul 31 PDT (over 5 years ago)
In your timezone (EST): Wed Jul 31 8:00pm - Wed Jul 31 8:00pm |
| Location |
Sheraton Grand
1400 6th Ave, Seattle, WA 98101, USA |
| Region | APAC |
Details
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.
Speakers
2019 Speakers
Gino Perrina
Chief Investment Officer, Laird Norton Wealth Management
Erik Lehr
Director of Research, Empirical Wealth Management
Susan Rounds
Director, Wealth Management, Deutsche Bank Trust Company Americas
Howard Coleman
Chief Investment Officer, General Counsel, Coldstream Capital Management
Alexey Bulankov
Vice President, Portfolio Manager, Mechanics Bank Wealth Management
Adam Jordan
Director of Investment Research & Management, Paul R. Ried Financial Group
Gary Post
Managing Partner, Andina Family Offices
Teresa Wells
Managing Director, Investment Strategy, Tiedemann Advisors
Gildas Quinquis
Chief Investment Officer, Windrose Advisors
Ryan Harvey
Principal, Consultant, Sellwood Consulting
Evan Wirkkala
Chief Investment Officer, Cornerstone Advisors
Jake Timm
President, Ten Capital Wealth Advisors
Roman Brent
Chief Investment Officer, Anacapa
Isaac Presley
President, Cordant Wealth Partners
Richard Cloutier
Chief Investment Strategist, Washington Trust Bank
Erik Morgan
Senior Partner, Freestone Capital Management
Joe Hegener
Director of Investments, Sky Oak Wealth
Michael Meighan
Chief Investment Officer, DA Davidson Trust
Sponsors & Partners
2019 Sponsors
LEAD SPONSORS:
• Pomona Capital
PLATINUM SPONSORS:
• Davis ETFs
• Delaware Funds
• Lincoln Financial Group
• Sprott
• Wilkinson Corporation
SPONSORS:
• Ardenton
• Baird
• Balter
• Broadstone
• FlexShares
• GoldmanSachs Asset Management
• Griffin Capital
• Gurtin
• HTA
• Invesco
• Lateef Investment Management
• Lord Abbett
• Penn Capital
• PGIM Investments
• Resource
• ZVNBRGN