Venue
Buckhead Club
Buckhead Club , 3344 Peachtree Rd NE, Suite 2600, Atlanta, GA 30326, USA

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Event Date Tue May 14 EDT (over 2 years ago)
Location Buckhead Club
3344 Peachtree Rd NE, Suite 2600, Atlanta, GA 30326, USA
Region APAC
Details

The Private Wealth Southeast Forum is designed to bring together 75 capital allocators and wealth managers from North Carolina, South Carolina, Georgia, Alabama and Virginia 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.

Speakers

2019 Speakers

Joel Greenblatt
Managing Principal and Co-Chief Investment Officer, Gotham Asset Management

Rael Gorelick
Partner, Head of Investments, Biltmore Family Office

Ford Donohue
Director, Investments, Homrich Berg

Ross Bramwell
Principal, Homrich Berg

Stephen Colavito Jr.
Chief Market Strategist, Lakeview Capital Partners

Greg Silberman
Chief Investment Officer, ACG Wealth

David Geller
Co-Founder, Chief Executive Officer, Joyn Advisors

Michael Woocher
Managing Director, Bernstein Private Capital Management

David Doverspike
Family Office Planning Specialist, Ronald Blue & Co.

Ric Mayfield
Managing Director, Manager Research, SunTrust

Alan McKnight
Chief Investment Officer, Regions Bank

Jeff Zipper
Managing Director of Investments, U.S. Bank

Rob Ragsdale
Partner, Balentine

Cam McElroy
Senior Vice President, Principal, LCG Associates

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

Ann Zuraw
President, Zuraw Financial Advisors

Joseph Sroka
Chief Investment Officer, NovaPoint Capital

James Russo
Founder, Chief Investment Strategist, Altrius Capital Management

Sponsors & Partners

2019 Sponsors

LEAD SPONSORS:
• STRATEGIC CAPITA.L SC DISTRIBUTORS

PLATINUM SPONSORS:
• GOTHAM FUNBDS
• PFA
• TRadeweb Direct

SPONSORS:
• Amundi Pioneer
• BNY Mellon
• CBRE
• citi
• COLUMBIA THREADNEEDLE
• GRAFFIN CAPITAL SECURITIES
• Harbor Funds
• Hidden Levers
• Invesco
• John Hancock Investments
• NEUBERGER BERMAN
• ODG
• Pomona Capital
• S2K