6th Annual Private Wealth East Spring Forum 2022 | Markets Group | 22 June 2022 | Current at Pier 59, Pier 59 Chelsea Piers New York, New York 10011
Venue
Current at Pier 59
Current at Pier 59, Pier 59 Chelsea Piers New York, New York 10011
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| Event Date | Wed Jun 22 EDT (over 2 years ago) |
| Location |
Current at Pier 59
Pier 59 Chelsea Piers New York, New York 10011 |
| Region | Americas |
Details
The 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.
Speakers
2022 Speakers
David Carter
Chief Investment Officer, Lenox Wealth Advisors
Eric Mancini
Director of Investment Research, Traphagen Financial Advisors
Makiko Coakley
Investment Director, Endeavor Family Office
Jack Salzman
Principal, Kings Point Capital
Jeff Demaso
Director of Research, Adviser Investments
Kamil Homsi
Founder and Chief Executive Officer, GRC Investments Group
Michael Steiner
Partner, Wealth Advisor, RegentAtlantic
Thomas Haug
Chief Executive Officer and Managing Member, Aspen Tree Advisory
Pierre duPont
Partner, Cerity Partners
Bill Kennedy
Co-Founder, Chief Executive Officer, RiskBridge Advisors
Robert Davis
Partner, Chief Investment Officer Round Table Wealth Management
Kate Ottino
Managing Director, Seven Bridges Advisors
Sponsors & Partners
2022 Sponsors
LEAD SPONSOR:
• Cambiar Investors
PLATINUM SPONSOR:
• Cantor Fitzgerald
GOLD SPONSORS:
• Abra
• BNY Mellon
• Citi Markets
• Columbia Threadneedle Investments
• Cohen & Company
• Sprott
• RepRisk
SPONSORS:
• Bonaventure
• Bridgeford
• CAF
• CIM
• Croatan Investments
• Eaglebrook
• EisnerAmper
• Hines
• Vinovest