7th Annual Private Wealth West Forum 2023 | Markets Group | 18 July 2023 | Hyatt Regency Seattle, 808 Howell St, Seattle, WA 98101, USA

This event 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 the west coast.

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.

2023 Speakers

Erik Lehr
Chief Investment Officer, Empirical Wealth Management

Alex Peters
Chief Investment Officer, HoHimer Wealth Management

John Canorro
Partner, Director of Operational Due Diligence, Pathstone

Ali Criss-Kemp
Chief Executive Officer, Financial Insights Wealth Management

Roman Brent
Chief Investment Officer, Anacapa

Brandon Treasure
Portfolio Manager, First Pacific Financial

Gary Post
Managing Partner, Andina Family Offices

Adam Jordan
Director of Investment Research & Management, Paul R. Ried Financial Group

Evan Sowers
President, Chief Executive Officer, Riverview Trust Company

Cameron Barness
Principal, Kutscher Benner Barsness & Stevens

Viren Kamdar
Managing Director, Pathstone

Jorge Valcarcel
Director, Investment Counselor, Citi Private Bank

2023 Sponsors

LEAD SPONSOR:
• Hines

PLATINUM SPONSORS
• Calamos
• Cantor Fitzgerald

GOLD SPONSORS
• Ark Invest
• Inland
• Putnam Investments

SPONSORS
• Breckinridge Capital Advisors
• Grubb Properties
• Select Equity
• Touchstone Investments