7th Annual Private Wealth Mountain States Forum 2023 | Markets Group | 29 September 2023 | Grand Hyatt Denver, 1750 Welton St, Denver, CO 80202, USA

This event 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 high net worth family wealth management community and the program's speaker faculty is primarily comprised of leaders in the sector from across the Mountain States..

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.

2023 Speakers

Bret Hirsh
Partner, Obermeyer Wood Investment Counsel

Brad Engle
Director of Research, Trading, and Portfolio Analytics, GHP Investment Advisors

Marion Chebet
Senior Portfolio Manager, Director of Impact Investing, Johnson Financial Group

Michael McGowan
Managing Director, Shareholder, Investment Research, Crestone Capital

Ben Valore-Caplan
Co-President, Syntrinsic

Craig Metrick
Managing Director, Pathstone

Stephen Biggs
Managing Director, Head of Alternative Investments, The Mather Group

Sud Murugesu
Partner & Head of West Coast, Partners Capital

Sloan Smith
Principal, Director, Innovest Portfolio Solutions

Ryan Tracy
Senior Vice President, Marquette Associates

Kenny Pitman
Director, Alternative Investments, Mercer

Michael Dodds
Managing Partner, Dodds Wealth Management Group

Dan McGilvray
Senior Wealth Advisor, Beacon Pointe

Jerome Perkins
Director of Investment Research, Financial Planner, Schaefer Financial Management

Madeline Barconi
Partner, Head of Financial Planning & Sustainable Investing Chair, Breakwater Capital Group

Daniel Barotz
President, Senior Advisor, Focused Alpha

Anthony Cisneros
President, RTI Wealth Management

Elias Bachmann
Director of Private Investments & Portfolio Manager, BSW Wealth Partners

2023 Sponsors

LEAD SPONSOR:
• Hatteras

PLATINUM SPONSORS:
• Cantor
• Sprott

GOLD SPONSORS:
• Alger
• Ark Invest
• Citi
• Jensen
• Manulife
• Sandy Bay
• S2K

SPONSORS:
• Hines
• Kkineta
• U S Energy