7th Annual Private Wealth Northern California Forum 2023 | Markets Group | 6 June 2023 | Round Hill Country Club, 3169 Roundhill Rd, Alamo, CA 94507, USA

This Forum is the leading conference for RIAs, family offices and private banks from throughout the region. The forum’s content is 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 across Northern California.

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 is designed to enable genuine peer-to-peer learning and networking for the regional private wealth community.

We're committed to the health and safety of all of our attendees. At each of our events the following COVID-19 related protocols will be in place to ensure a safe and comfortable experience for all guests:

• Modified room set up and seating arrangements
• Temperature check upon entry
• Enhanced cleaning and sanitation stations
• Limited touch food and beverage service

Key Discussion Topics:

Opening Bell: Financial and Macro-economic Outlook for the Next 12 Months
At First Glance, the Investment Outlook for the Next 12 Months Seemed to Be Straightforward. Growth Was Weak but Steady Until Covid-19 Hit.
• How to Best Take Advantage of Opportunistic Alternative Investments
• The Market Foresees an Abundance of Family Offices, Post-crisis Regulation, Technological Developments, and Macroeconomic Shifts in Demographics and Economic Policy. In the Wake of Covid-19, Market Volatility is at an All-time High Globally.
• Fixed Income: Realistic Expectations and Ways to Enhance Returns
• Bond Yields and Spreads Near Historic Low Levels Are Currently Fueled Further by the Outbreak of Covid-19.
• Global and Local Equities and Their Impact on Portfolios
• How Do Advisors Navigate Slow Revenue Growth to Alleviate the Pressure on the Equities Market?
• Evaluating Real Assets and Real Estate Investment Strategies

This Panel Examines the Benefits and the Drawbacks of Real Assets and Real Estate. With the Effects of Covid-19, Deal Volume is Lower Across International Markets.

• Opportunities in the Current Alternative Bucket
As Allocations From Investors Continue to Rise Into Alternative Investments, Such as Private Debt, Infrastructure and Real Estate, the Session Addresses the Best Ways to Access These Markets.

• The Future of Asset Allocation and Family Governance
With Competition for Clients and Assets Constantly Increasing, Wealth Management Practices Need to Ensure That Their Organizational Structures, Service Models, Strategies, Products and Pricing Are Positioned to Achieve Growth, Revenue and Relationship Objectives.

2023 Speakers

KEYNOTE SPEAKERS:

Steven Eisman
Managing Director, Neuberger Berman

SPEAKERS:

Lily Taft
Portfolio Manager, Member of Investment Policy Committee, Main Street Research

Michael Firestone
Managing Partner, Fire Capital Management

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

Stephen Colavito
Chief Investment Officer, Perigon Wealth Management

Ken Frier
Chief Investment Officer, Atlas Capital Advisors

Gary Post
Managing Partner, Andina Family Offices

Erik Ridgley
Chief Executive Officer, Chief Investment Officer, Salem Partners Wealth Management

Anil Daryani
Managing Director, Citi Private Bank

Morris Noble
Senior Vice President, Regional Senior Investment Officer, Northern Trust

Mariia Eroshin, CFA,CFP®,CPA,MBA
CEO, CFO, Head of Family Office, Single Family Office

Sandip Bhagat
Chief Investment Officer, Whittier Trust Company

Darcy Smoot
Chief Investment Officer, Nelson Capital Management

2023 Sponsors

LEAD SPONSOR:
• Hatteras Investment Partners

PLATINUM SPONSORS:
• KraneShares
• Polar Capital

GOLD SPONSORS:
• Grubb Properties
• Hines
• Inland
• Otemanu Group
• Putnam Investments

SPONSORS:
• American Century Investments
• Delaware Funds
• First Trust
• Man
• Pacific Life