6th Annual Private Wealth Northern California Forum 2022 | Markets Group | 15 June 2022 | The Julia Morgan Ballroom, 465 California St, San Francisco, CA 94104, USA
Venue
The Julia Morgan Ballroom
The Julia Morgan Ballroom, 465 California St, San Francisco, CA 94104, USA
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| Event Date |
Wed Jun 15 PDT (over 2 years ago)
In your timezone (EST): Wed Jun 15 3:00am - Wed Jun 15 3:00am |
| Location |
The Julia Morgan Ballroom
465 California St, San Francisco, CA 94104, USA |
| Region | Americas |
Details
This forum is the leading conference for RIAs, family offices and private banks from throughout the region. The forum’s content is developed through hundreds of one-on-one meetings with the high net worth family wealth management community and the program's speaker faculty is primarily comprised of leaders in the sector across Northern California.
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 is 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
Speakers
2022 Speakers
KEYNOTE SPEAKER:
Michael Cole
Managing Partner, R360
SPEAKERS:
Sandip Bhagat
Chief Investment Officer, Whittier Trust Company
Kevin Gahagan
Managing Director, Wealthspire
Lily Taft
Portfolio Manager, Member of Investment Policy Committee, Main Street Research
Brett Horton
Managing Director, Portfolio Manager of Alternative Investments, Paris- Roubaix Group
Ken Frier
Chief Investment Officer, Atlas Capital Advisors
Justin Miller
Partner, National Director of Wealth Planning, Evercore Wealth Management
Sponsors & Partners
2022 Sponsors
PLATINUM SPONSORS:
• Calamos Investments
• Cantor Fitzgerald
GOLD SPONSORS:
• Amundi Asset Management
• Big Data Federation
• Citi
• Easterly Funds
• Gotham Funds
• Harbor
• SMEAD Capital management
SPONSORS:
• Caliber
• CNL Securities
• First Trust
• Goldman Sachs
• OneRiver
• Pretium
• Starwood