TBA , Los Angeles, California

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Event Date Thu May 12 MDT (about 2 months ago)
In your timezone (EDT): Thu May 12 7:00pm - Thu May 12 7:00pm
Location TBA
Los Angeles, California
Region Americas

The Annual Private Wealth California 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 California.

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.


2022 Speakers


Shawne Merriman
Former NFL Linebacker, San Diego Chargers

Thomas Q. Jones
Former Running Back, National Football League

Walter Thurmond
Former NFL Defensive– back, Seattle Seahawks

Dan Hughes
Co-Founder, Partner, LOHAS Advisors