|Event Date||Tue Jun 15 EDT (7 months ago)|
New York Athletic Club
180 Central Park S, New York, NY 10019, USA
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.
Chief Executive Officer, New York Life Investment Management
Chief Investment Officer, Lenox Wealth Advisors
President, TAG Associates
Director of Investment Research, Traphagen Financial Advisors
Managing Director, Deputy Chief Investment Officer, KLS Professional Advisors Group
Partner, Wealth Advisor, RegentAtlantic
• Cohen & Steers
• Columbia Threadneedle
• Pomona Capital
• Richard Bernstein Advisors