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

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Event Date Tue Jun 15 EDT (in 2 days)
Location New York Athletic Club
180 Central Park S, New York, NY 10019, USA
Region Americas
Details

The 5th Annual Private Wealth East Spring 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.

Speakers

2021 Speakers

KEYNOTE SPEAKER:

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

SPEAKERS:

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

Sponsors & Partners

2021 Sponsors

GOLD SPONSORS:
• Cohen & Steers
• Columbia Threadneedle
• Pomona Capital
• Sprott

SPONSORS:
• GoldmanSachs
• Richard Bernstein Advisors