5th Annual Private Wealth California Forum 2021 | Markets Group | 12 May 2021 | Omni Los Angeles Hotel at California Plaza, 251 S Olive St, Los Angeles, CA 90012, USA
Venue
Omni Los Angeles Hotel at California Plaza
Omni Los Angeles Hotel at California Plaza, 251 S Olive St, Los Angeles, CA 90012, USA
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| Event Date |
Wed May 12 MDT (over 3 years ago)
In your timezone (EST): Wed May 12 7:00pm - Wed May 12 7:00pm |
| Location |
Omni Los Angeles Hotel at California Plaza
251 S Olive St, Los Angeles, CA 90012, USA |
| Region | Americas |
Details
The 5th Annual Private Wealth California Forum is the region's leading conference for family offices, high net worth wealth managers and private banks from throughout the region and one of the flagship meetings of our global private wealth series. The Forum’s content was developed through hundreds of one-on-one meetings with the HNW family wealth management community and the program's speaker faculty is primarily comprised of leaders in the sector from across California.
Our agenda covers asset allocation and protection, equity markets, fixed income, alternative investments, as well as succession planning and an outlook of the financial markets and the global economy. This event is completely closed door and invitation only, and it has been designed to enable genuine peer-to-peer learning and networking for the regional private wealth community.
Speakers
2021 Speakers
KEYNOTE SPEAKERS:
Shawne Merriman
Former NFL Linebacker, San Diego Chargers
Thomas Q. Jones
Former Running Back, National Football League
Walter Thurmond
Former NFL Defensive– back, Seattle Seahawks
Dan Hughes
Co-Founder, Partner, LOHAS Advisors
SPEAKERS:
Douglas Foreman
Chief Investment Officer, Kayne Anderson Rudnick Wealth Advisors
Michael Dow
Chief Investment Officer, Beacon Pointe
Steve Braverman
Co-Chief Executive Officer, Pathstone
David Regan
Regional Head of Investment , J.P Morgan
Jodi Vleck
Founder, Chief Executive Officer, Beta Wealth Group
Erik Ridgley
Chief Executive Officer, Chief Investment Officer, Salem Partners Wealth Management
Sandip Bhagat
Chief Investment Officer, Whittier Trust Company
Stephen Biggs
Principal, Chief Investment Officer, HC Financial Advisors
Stephen Seo
Chief Investment Officer, RVW Wealth
Gary Post
Investment Partner, Private Equity, Andina Family Offices
Anthony Glomski
Principal and Founder, AG Asset Advisory LLC
Dylan Kremer
Director of Investment Strategy, Cresset Capital
Sponsors & Partners
2021 Sponsors and Partners
GOLD SPONSORS:
• BNY Mellon
• Delaware Funds
• Sprott
• New York Life Investments
SPONSORS:
• Angelo Gordon
• Barclays
• Harbor Funds
• Hidden Levers
• James & Alpha Advisors
• PGIM Investments
MEDIA & INSTITUTIONAL PARTNERS:
• Hedge Fund
• Real Assets Adviser
• Savvy Investor