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

The 5th 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.

2021 Speakers

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

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

Eric Teal
Chief Investment Officer, Managing Partner, Queens Oak 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 SPONSORS:
• CIM

GOLD SPONSORS:
• Amundi
• AG Angelo Gordon
• Delaware Funds by Macquarie
• Franklin Templeton
• Lateef Investment Management
• New York Life Investments
• Parkview Financial
• Thrive
• Wildflower

SPONSORS:
• Black Creek Group
• Cohen & Steers
• Credit Suisse Asset Management (CSAM)
• LSV Asset Management
• Parametric
• Putnam Investments
• SC Distributors
• Tortoise