5th Annual Private Wealth East Fall Forum 2021 | Markets Group | 28 October 2021 | New York Athletic Club, 180 Central Park S, New York, NY 10019, US

The 5th Annual Private Wealth East 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 the Tri-State area.

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.

We’re committed to the health and safety of all of our attendees. At each of our events the following COVID-19 related protocols will be in place to ensure a safe and comfortable experience for all guests:

• All attendees are required to be *fully vaccinated
• Modified room set up and seating arrangements
• Temperature check upon entry
• Enhanced cleaning and sanitation stations
• Limited touch food and beverage service

2021 Speakers

Yie-Hsin Hung
Chief Executive Officer, New York Life Investment Management

Erika Karp
Chief Impact Officer, Pathstone

David Carter
Chief Investment Officer, Lenox Wealth Advisors

Jonathan Bergman
President, TAG Associates

Eric Mancini
Director of Investment Research, Traphagen Financial Advisors

Judy Morrill
Managing Director, Silvercrest Asset Management Group

Michael Crook
Deputy Chief Investment Officer, Mill Creek Capital Advisors

Jonathan Hochberg
President, Hillview Capital Advisors

Steven Wieting
Global Chief Investment Strategist & Chief Economist, Citi Private Bank

2021 Sponsors

PLATINUM SPONSOR:
• CIM

GOLD SPONSORS:
• Amundi Asset Management
• Angelo Gordon
• Delaware Funds
• Franklin Templeton
• Lateef Investment Management
• New York Life Investments
• Parkview Financial
• Wildflower LTD.

SPONSORS:
• Ares
• Cohen & Steers
• Credit Suisse
• LSV Asset Management
• Parametric
• Putnam Investments
• Strategic Capital Distributors
• Tortoise