7th Annual Private Wealth Southern California Forum 2023 | Markets Group | 14 November 2023 | The Maybourne Beverly Hills, 225 N Canon Dr, Beverly Hills, CA 90210, USA
Venue
The Maybourne Beverly Hills
The Maybourne Beverly Hills, 225 N Canon Dr, Beverly Hills, CA 90210, USA
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| Event Date | Tue Nov 14 EST (about 1 year ago) |
| Location |
The Maybourne Beverly Hills
225 N Canon Dr, Beverly Hills, CA 90210, USA |
| Region | Americas |
Details
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 Southern 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.
Sponsors & Partners
2023 Sponsors
LEAD SPONSOR:
• Yrefy
PLATINUM SPONSOR:
• Pacific Life
GOLD SPONSORS:
• Citi
• First Trust
• Hines
• Inland
• KraneShares
• LSV Asset Management
SPONSORS:
• Allianz
• Goldman Sachs
• Grubb Properties
• Gibson Dunn
• Invest Barbados
• Kineticos
• Payden&Rygel
• Monument Square