7th Annual Private Wealth New England Forum 2022 | Markets Group | 24 March 2022 | Harvard Club of Boston, 374 Commonwealth Avenue, Boston, MA 02215, USA
Venue
Harvard Club of Boston
Harvard Club of Boston, 374 Commonwealth Avenue, Boston, MA 02215, USA
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| Event Date | Thu Mar 24 EDT (over 2 years ago) |
| Location |
Harvard Club of Boston
374 Commonwealth Avenue, Boston, MA 02215, USA |
| Region | Americas |
Details
The Annual Private Wealth New England 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 New England.
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.
Speakers
2022 Speakers
Emmett Maguire
Head of Multi-Asset Research, Boston Private
Tom Manning
Chief Executive Officer, President, F.L. Putnam
Daniel Kern
Chief Investment Officer, TFC Financial Management
Timothy Nash
Principal, Chief Portfolio Strategist, Aequitas Investment Advisors
Eric Henderson
Chief Investment Officer, East Horizon Investments
Allen Harris
Chief Executive Officer, Chief Investment Officer, Berkshire Money Management
Robb Lutts
Chief Investment Officer, Founder, Cabot Wealth Management
Gabrielle Clemens
Managing Director, RBC Wealth Management
Elliot Herman
Partner, Chief Investment Officer, PRW Wealth Management
Fred Lane
Owner, Founder, Lane Generational
Peter Phillips
Senior Vice President, Chief Investment Officer, Washington Trust Advisors
Jack Moore
Chief Investmet Officer, Harpswell Advisors
Sponsors & Partners
2022 Sponsors
PLATINUM SPONSORS:
• Nationwide
• Sprott
GOLD SPONSORS:
• Alger
• Amundi
• Essex Investment Management Company
• Harbor Funds
• NewSpring
• Pomona Capital
• PEO Partners
• Tran Capital Management
SPONSORS:
• Brookwood
• First Sentier Investors
• FS Investments
• Hines
• Multi-Funds
• Overlay Shares
• Redbrick LMD
• WisdomTree