Hilton West Palm Beach
Hilton West Palm Beach, 600 Okeechobee Blvd, West Palm Beach, FL 33401, USA

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Event Date Tue Nov 9 AST (2 months ago)
In your timezone (EST): Tue Nov 9 4:00pm - Tue Nov 9 4:00pm
Location Hilton West Palm Beach
600 Okeechobee Blvd, West Palm Beach, FL 33401, USA
Region Americas

This event 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 Florida.

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.


2021 Speakers

Charles Krusen
CEO and CIO, Krusen Capital Management

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

Benjamin Doty
Senior Investment Director, Koss Olinger

Stephen Colavito Jr.
Chief Market Strategist, Lakeview Capital Partners

Catherine Zieman
Managing Director, High Pointe Private

Andy Richman
Managing Director, Senior Fixed Income Strategist, Sterling Capital Management

Richard Smith
Vice President, Private Wealth Partners, CIM Group

Guy Lakonishok
Partner, Portfolio Manager, LSV Asset Management

David Lubchenco
Partner, Chautauqua Capital Management

Matthew Dicker
Partner, Chief Financial Officer, Wildflower

Tom Futrell
Senior Vice President, Senior Portfolio Manager, First Trust

Tony Schirmang
Vice President of Investor Relations, Origin Investments

Sponsors & Partners

2021 Sponsors


• Sprott

• Axio
• First Trust
• New York Life
• Pomona Capital
• Westchester Capital
• Wildflower LTD

• Artisan Partners
• Baird
• Barclays
• BNY Mellon
• CNL Securities
• Credit Suisse
• LSV Asset Management
• Origin Investments