6'th Annual Private Wealth New England Forum 2020 | Markets Group | 25 March 2020 | The Harvard Club of Boston- Back Bay, 374 Commonwealth Avenue Boston, MA United States 02215
Venue
The Harvard Club of Boston- Back Bay
The Harvard Club of Boston- Back Bay, 374 Commonwealth Avenue Boston, MA United States 02215
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| Event Date | Wed Mar 25 EDT (over 4 years ago) |
| Location |
The Harvard Club of Boston- Back Bay
374 Commonwealth Avenue Boston, MA United States 02215 |
| Region | Americas |
Details
The 6th Annual Private Wealth New England Forum is designed to bring together more than 250 attendees including more than 150 leading RIAs, family offices, Private Banks and HNW wealth managers from across the region for a day of peer networking and knowledge share. Our agenda will cover asset allocation, alternative investing, asset protection as well as regulatory compliance and an outlook of the financial markets and the global economy. As this event is completely closed door and invitation only, it has been designed to enable genuine peer-to-peer learning and networking for the local HNW community.
Speakers
2020 Speakers
KEYNOTE SPEAKER:
Steve Pagliuca
Co-Chairman, Bain Capital, Co-Owner, Boston Celtics
SPEAKERS:
Eric Henderson
Chief Investment Officer, East Horizon Investments
Matthew Schroeder
Director of Wealth Planning,Great Point Wealth
Lou Conrad
CFA, President, COMPASS Wealth Management
Douglas Getty
Regional Chief Investment Officer Abbot Downing
Timothy Nash
Principal, Chief Portfolio Strategist, Aequitas Investment Advisors
Elliot Herman
Partner, Chief Investment Officer, PRW Wealth Management
John Prescott
Managing Director, Family Office Services, Shepherd, Kaplan, Krochuck
Todd Millay
Managing Director, Choate Investment Advisors
Paul Karger
Co-Founder, Managing Director, Twin Focus Capital Partners
Stephen Johnson
Vice President, Portfolio Manager, Adviser Investments
Dan Silver
Chief Executive Officer, President, Adviser Investments
Kent Gladding
Chief Investment Officer, Washington Trust Wealth Management
Shannon Saccocia
Chief Investment Officer, Boston Private
David Hanson
Senior Research Analyst, Ballentine Partners
Ted Kokas
Chief Investment Officer, EverWatch
Patrick Barry
Managing Partner, Barry Investment Advisors
Paul Simons
President, Boston Private
Rachel Zibrak
Director of Research, Derby & Company
Sponsors & Partners
2020 Sponsors
LEAD SPONSOR:
• Universal Financial Consultants
PLATINUM SPONSORS:
• Goldman Sachs Group, Inc.
• Pomona Capital
GOLD SPONSORS:
• Amundi
• Ardenton
• BNY Mellon
• Cushing Asset Management
• Delaware Funds by Macquarie
• FS Investments
• Franklin Templeton Investments
• Invenomic Capital Management
• Lateef Investment Management, L.P
• New York Life Investments
SPONSORS:
• Artisan Partners
• Blackstone
• Brookfield Asset Management
• CIM
• CNL Securities
• Goldman Sachs Securities
• HiddenLevers
• James Alpha Advisors
• Jones Street Investment Partners
• Kirkland & Ellis
• Multi-Funds, LLC
• Putnam Investments
• Richard Bernstein Advisors LLC (RBA)
• Thrive
• Tortoise
• Value Analytics & Design
MEDIA & INSTITUTIONAL PARTNER:
• Savvy Investor