TBA, Seattle

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Event Date Wed Jul 13 MDT (in 9 months)
In your timezone (EDT): Wed Jul 13 7:00pm - Wed Jul 13 7:00pm
Location TBA
Region Americas

The 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 contnent was developed through hudreds 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 Northwest Region.

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 Past Speakers

Gino Perrina
Chief Investment Officer, Laird Norton Wealth Management

Erik Lehr
Director of Research, Empirical Wealth Management

Susan Rounds
Director, Wealth Management, Deutsche Bank Trust Company Americas

Howard Coleman
Chief Investment Officer, General Counsel, Coldstream Capital Management

Alexey Bulankov
Vice President, Portfolio Manager, Mechanics Bank Wealth Management

Adam Jordan
Director of Investment Research & Management, Paul R. Ried Financial Group

Gary Post
Investment Partner, Private Equity, Andina Family Offices

Teresa Wells
Managing Director, Investment Strategy, Tiedemann Advisors

Gildas Quinquis
Chief Investment Officer, Windrose Advisors

Ryan Harvey
Principal, Consultant, Sellwood Consulting

Jake Timm
President, Ten Capital Wealth Advisors

Roman Brent
Chief Investment Officer, Anacapa

Isaac Presley
President, Cordant Wealth Partners

Richard Cloutier
Chief Investment Strategist, Washington Trust Bank

Erik Morgan
Senior Partner, Freestone Capital Management

Joe Hegener
Director of Investments, Sky Oak Wealth

Michael Meighan
Chief Investment Officer, DA Davidson Trust

Joel Kress
Chief Operating Officer, Pomona Investment Fund