TBA , Philadelphia

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Event Date Thu Sep 22 ADT (in 11 months)
In your timezone (EDT): Thu Sep 22 4:00pm - Thu Sep 22 4:00pm
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 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 the Mid-Atlantic area.

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

Michael Pidhirskyj
Director of Fixed Income, Pitcairn

Douglas Getty
Regional Chief Investment Officer, Abbot Downing

Guy LeBas
Chief Fixed Income Strategist, Janney Montgomery Scott

Larry Chiarello
Managing Director, Investments and Research, SkyView Investment Advisors

Steve Stulb
Principal, Ironview Capital Management

Katrina Lamb
Director of Investment Strategy and Research, MV Financial

Mark Luschini
Chief Investment Strategist, Janney Montgomery Scott

Chris Roe
Managing Director, RX Advisors

Matt Topley
Chief Investment Officer, Fortis Wealth

Mark Friedenthal
President and Chief Investment Officer, Friedenthal Financial

Frederick Hubler
President & Chief Wealth Strategist,Creative Capital Wealth Management

Jonathan Dane
Director of Portfolio Strategy & Market Research, The Coury Firm

Sponsors & Partners

2022 Sponsors

• Cantor Fitzgerald

• Amundi Asset Management
• Origin Investment
• Pomona Capital

• Artisan Partners
• Baird
• Blackstone
• Delaware Funds
• Asset Management
• Harbor Funds
• Jones Street Investment Partners
• Liquid Strategies
• Next Generation
• Parametic
• PGIM Investments