TBA, New York, USA

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Event Date Wed Oct 19 EDT (in 9 months)
Location TBA
New York, USA
Region Americas

This 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 region.

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.

Key Discussion Topics:
• Opening Bell: Financial and Macro-Economic Outlook for the Next 12 Months
• At first glance, the investment outlook for the next 12 months seemed to be straightforward. Growth was weak but steady until COVID-19 hit.
• How to Best Take Advantage of Opportunistic Alternative Investments
• The market foresees an abundance of family offices, post-crisis regulation, technological developments, and macroeconomic shifts in demographics and economic policy. In the wake of COVID-19, market volatility is at an all-time high globally.
• Fixed Income: Realistic Expectations and Ways to Enhance Returns
• Bond yields and spreads near historic low levels are currently fueled further by the outbreak of COVID-19.
• Global and Local Equities and Their Impact on Portfolios
• How do advisors navigate slow revenue growth to alleviate the pressure on the equities market?
• Evaluating Real Assets and Real Estate Investment Strategies
• This panel examines the benefits and the drawbacks of real assets and real estate. With the effects of COVID-19, deal volume is lower across International markets.
• Opportunities in the Current Alternative Bucket
• As allocations from investors continue to rise into alternative investments, such as private debt, infrastructure and real estate, the session addresses the best ways to access these markets.
• The Future of Asset Allocation and Family Governance
• With competition for clients and assets constantly increasing, wealth management practices need to ensure that their organizational structures, service models, strategies, products and pricing are positioned to achieve growth, revenue and relationship objectives


2021 Past Speakers

Erika Karp
Chief Impact Officer, Pathstone

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

Stephen Raneri
Chief Investment Officer, GM Advisory Group

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

Judy Morrill
Managing Director, Silvercrest Asset Management Group

Dylan Kremer
Director of Investment Strategy, Cresset Capital

Beth Johnson
Partner, Mercer

Michael Crook
Deputy Chief Investment Officer, Mill Creek Capital Advisors