The Commerce Club - Atlanta
The Commerce Club - Atlanta, 191 Peachtree St NE 49th Floor, Atlanta, GA 30303, USA

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Event Date Thu Apr 28 EDT (2 months ago)
Location The Commerce Club - Atlanta
191 Peachtree St NE 49th Floor, Atlanta, GA 30303, USA
Region Americas

The 7th Annual Private Wealth Southeast 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 Southeast.

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

Alan McKnight
Chief Investment Officer, Regions Bank

Ross Bramwell
Principal, Homrich Berg

James Haley
Managing Director—Private Client Group, Dividend Assets Capital

Dan McNichol
President, Suncoast Equity

Mike Gregory
Head of Research, Biltmore Family Office

Steven Skancke
Chief Economic Advisor, Keel Point

David Doverspike
Senior Family Office Planning Specialist, Ronald Blue & Co.

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

Christian Gannon
Head of Investment Research, First Citizens Bank

Sean O'Toole
CEO, 1776 Wealth

Aradhana Kejriwal
Managing Partner, Practical Investment Consulting

Michael Sluder
Chief Investment Officer, The Family Office at Synovu

Sponsors & Partners

2022 Sponsors

• LSV Asset Management

• A.R.I. Venture Debt Opportunities Fund
• BNY Mellon Investment Management
• Citi Markets
• Cohen & Company
• Federated Hermes
• Harbor Capital
• Nationwide
• Pomona Capital
• Smead Capital Management

• Barclays
• Bonaventure
• Caliber Funds
• Flagship Healthcare Properties
• iCapital
• Inland Real Estate Investment Corporation
• Keel Point
• Man
• Orion Advisor Solutions
• Redbrick LMD