7th Annual Private Wealth Florida Forum 2022 | Markets Group | 7 December 2022 | National Croquet Center, 700 Florida Mango Rd, West Palm Beach, FL 33406, USA

The Annual Private Wealth Florida 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 Florida.

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.

2022 Speakers

Jeff Zipper
Managing Director of Investments, U.S. Bank

Ricardo F. Nieto
Chief Investment Officer and Co-Founder, Aragon Capital

Santiago Ulloa
Founder & Managing Director, W.E. Family Offices

Avy Stein
Founder & Co-Chairman, Cresset Capital

Michael Firestone
Managing Partner, Fire Capital Management

Michael Schiff
Managing Director, Klingenstein Fields Advisors

Carina Diamond
Chief Experience Officer, Dakota Wealth Management

Jennifer Murtie
Partner and Head of High Net Worth Practice, Ballentine Partners

Shane Morrow
Managing Partner, Ironbridge Wealth Management

Shari Greco Reiches
Co-Founder and Chief Visionary, Rappaport Reiches Capital Management

Cliff Oberlin
Founder, Chairman and Chief Executive Officer, Oberlin Wealth Partners

Charles Krusen
Founder and Chief Executive Officer, Krusen Capital Management

Samira Salman
Chief Operating Officer, Heathside Ventures

Ryan Bass
Vice President, Wealth Management, Silverman Partners of Raymond James

Noah Rubin
Managing Director - Investments, Rubin Wealth Management Group

Kenneth Pitman, CFA, CAIA
Principal, Mercer

Chris Williams
President, Vista Finance

Tom Balcom
Founder, 1650 Wealth Management

2022 Sponsors

LEAD SPONSOR:
• Sprott

PLATINUM SPONSORS:
• ARK Invest
• Lowenstein Sandler
• LSV Asset Management

GOLD SPONSORS:
• ArrowMark Financial Corp.
• Gotham Funds
• Harbor
• Otemanu Group
• Peachtree Hotel Group
• Saint Lucia Citizenship by Investment

SPONSORS:
• Artisan Partners
• Ben
• Coastal Ridge
• Credit Suisse Group
• Driftwood Capital
• FS Investments
• Goldman Sachs
• iCapital
• Neptune-GBX
• Summitas
• Triton Pacific Securities