Harvard Club
Harvard Club, 374 Commonwealth Avenue, Boston, MA 02115, USA

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Qwoted is a free expert network: we help reporters connect with experts & we help those same experts build relationships with top reporters.

Event Date Wed Mar 27 EDT (over 2 years ago)
Location Harvard Club
374 Commonwealth Avenue, Boston, MA 02115, USA
Region Americas

The Private Wealth New England Forum is designed to bring together more than 75 capital allocators and wealth managers from the region for a day of networking and knowledge share. Our agenda will cover asset allocation, alternative investing, growing and passing on personal wealth as well as regulatory compliance and the current state of the financial marketplace and 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.


2019 Speakers


Steve Pagliuca
Co-Chair, Bain Capital

Cooper Abbott, CFA
Chairman, President, Carillon Tower Advisers


Eric Henderson
Chief Investment Officer, East Horizon Investments

Robert Lutts
President, Chief Investment Officer, Cabot Wealth Management

Patricia Schneider
Senior Portfolio Manager, Middleton & Company

Steve Skancke
Chief Investment Strategist, Keel Point Advisors

Eric Teal
Chief Investment Officer, Managing Partner, Queens Oak Advisors

Gary Domoracki
Managing Director/Investments, Stifel Financial Corporation

Eric Godes
President, Chief Operating Officer, Daintree Advisors

Matthew Schroeder
Director of Wealth Planning, Great Point Wealth

Kimberly Clouse
Founder, Chief Executive Officer, Via Global Advisors

Lou Conrad
CFA, President, Compass Wealth Management

Douglas Getty
Regional Chief Investment Officer, Abbot Downing

Timothy Nash
Principal, Chief Portfolio Strategist, Aequitas Investment Advisors

Nina Streeter
Director, Abbot Downing

Ric Mayfield
Managing Director, Manager Research, SunTrust

Frederick Lake
Co-Founder, Chairman, Portfolio Manager, Lake Partners

Elliot Herman
Partner, Chief Investment Officer, PRW Wealth Management

John Prescott
Managing Director, Family Office Services, Shepherd, Kaplan, Krochuck

Ann Zuraw
President, Zuraw Financial Advisors

Sponsors & Partners

2019 Sponsors

• Natixis

• Delaware Funds
• Sprott

• Amundi Pioneer
• Ardenton
• Balter Liquid Alternatives
• FlexShares
• Griffin Capital Securities
• Gurtin Municipal Bond Management
• Invesco
• KraneShares
• Legg Mason Global Asset Management
• Lord Abbett
• LSV Asset Management
• NewSpring
• Pomona Capital
• Ross, Sinclaire & Associates Asset Management
• Smead Capital Management
• Westchester Capital Management