7th Annual Private Wealth East Spring Forum 2023 | Markets Group | 13 June 2023 | Tribeca Rooftop + 360°, 10 Desbrosses St, New York, NY 10013, USA

This Forum is the leading conference for RIAs, family offices, and private banks throughout the region.

The forum’s content is developed through hundreds of one-on-one meetings from within the high-net-worth family wealth management community. The program's speaking faculty is primarily comprised of New York based leaders in the sector.

Our agenda covers: asset allocation and protection, equity markets, fixed income, alternative investment, succession planning, and an outlook on financial markets and the global economy. This event is completely closed-door and invitation-only. It is designed to enable genuine peer-to-peer learning and networking for the regional private wealth community.

2023 Speakers

Nancy Curtin
Global Chief Investment Officer and Head of Investment Advisory,, AlTi Tiedemann Global

Mike LaMena
Chief Executive Officer, Wealthspire Advisors

Sagar Shah
Director - Investments, CI RegentAtlantic Private Wealth

Cameron Dawson, CFA
Chief Investment Officer, NewEdge Wealth

Wayne Yi
Director, Head of Manager Research, Simon Quick Advisors

Theodore J. Katramados
Director, Portfolio Manager, TAG Associates

Peter Boockvar
Chief Investment Officer, Bleakley Financial Advisors

Alvina H. Lo
Chief Wealth Strategist, Wilmington Trust

Eric Mancini
Director of Investment Research, Traphagen Financial Advisors

Emily Thomas
Head of Investing with Impact, Morgan Stanley Wealth Management

Jeffrey A. Sutton
Managing Director, Global Head Manager Research Group, Citi Global Wealth

Daniel Kern
Chief Investment Officer, Nixon Peabody Trust Company

Patrick McGowan
Managing Director, Head of Alternative Investments, Sanctuary Wealth

Patrick Huang
Director of Investments + Wealth Management, Source Financial Advisors

Drew J. Collins
Senior Managing Director, Magnus Financial Group

Erika Karp
Chief Impact Officer, Pathstone

Emily Green
Director of Private Wealth, Ellevest

Shawn Snyder
Global Investment Strategist and Executive Director, J.P. Morgan Private Bank

Lawrence D. Sprung
Founder, Wealth Advisor, Mitlin Financial, Inc.

Natalia Tchetchoulina
Partner, Cerity Partners

Shana Orcyzk Sissel
Founder & President, Banríon Capital Management

2023 Sponsors

LEAD SPONSOR:
• Calamos | Aksia Advisors LLC

PLATINUM SPONSORS:
• Cantor Fitzgerald
• Sprott

GOLD SPONSORS:
• AQR
• Ares Wealth Management Solutions
• BVI Finance
• CrowdStreet Advisors
• Grubb Properties
• Harbor Capital Advisors
• Hedgeye Risk Management
• Manulife Investment Management
• Putnam Investments
• West Oak Ocala Fund
• Zephyr

SPONSORS:
• Allianz
• BlackCloak
• Blue Atlantic Partners
• Delaware Funds by Macquarie
• EisnerAmper
• Flyer Financial Technologies
• Goldman Sachs
• Hines
• Nomura Private Capital
• Oak Associates Funds
• Touchstone Investments