The Union League of Philadelphia
The Union League of Philadelphia, 140 S Broad St, Philadelphia, PA 19102, USA

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Event Date Wed Sep 22 EDT (27 days ago)
Location The Union League of Philadelphia
140 S Broad St, Philadelphia, PA 19102, 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 Mid-Atlantic 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.

We’re committed to the health and safety of all of our attendees. At each of our events the following COVID-19 related protocols will be in place to ensure a safe and comfortable experience for all guests:
• All attendees are required to be *fully vaccinated
• Modified room set up and seating arrangements
• Temperature check upon entry
• Enhanced cleaning and sanitation stations
• Limited touch food and beverage service


2021 Speakers

Michael Pidhirskyj
Director of Fixed Income, Pitcairn

Douglas Getty
Regional Chief Investment Officer, Abbot Downing

Guy LeBas
Chief Fixed Income Strategist, Janney Montgomery Scott

Larry Chiarello
Managing Director, Investments and Research, SkyView Investment Advisors

Steve Stulb
Principal, Ironview Capital Management

Katrina Lamb
Director of Investment Strategy and Research, MV Financial

Mark Luschini
Chief Investment Strategist, Janney Montgomery Scott

Chris Roe
Managing Director, RX Advisors

Matt Topley
Chief Investment Officer, Fortis Wealth

Mark Friedenthal
President and Chief Investment Officer, Friedenthal Financial

Frederick Hubler
President & Chief Wealth Strategist, Creative Capital Wealth Management

Jonathan Dane
Director of Portfolio Strategy & Market Research, The Coury Firm

Sponsors & Partners

2021 Sponsors

• Baird
• Artisan Partners
• Blackstone
• ETF Action
• Delaware Funds
• Goldman Sachs
• Harbor Funds
• Parametric
• Griffin Capital Securities
• PGIM Investments
• Jones Street
• NextGeneration Trust Company
• OVLs

• Cantor Fitzgerald

• Amundi Asset Management
• Cadre
• Nationwide
• Origin Investments
• Pomona Capital