8th Annual Private Wealth Florida Forum 2023 | Markets Group | 16 March 2023 | PGA National Resort, 400 Ave of the Champions, Palm Beach Gardens, FL 33418, USA
Venue
PGA National Resort
PGA National Resort, 400 Ave of the Champions, Palm Beach Gardens, FL 33418, USA
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| Event Date | Thu Mar 16 EDT (almost 2 years ago) |
| Location |
PGA National Resort
400 Ave of the Champions, Palm Beach Gardens, FL 33418, USA |
| Region | Americas |
Details
This Forum is the leading conference for RIAs, family offices, and private banks throughout the region. The forum’s content is developed through hundreds of one-on-one meetings from within the high-net-worth family wealth management community. The program's speaking faculty is primarily comprised of Florida based leaders in the sector.
Our agenda covers asset allocation and protection, equity markets, fixed income, alternative investments. Along with, succession planning and an outlook of the financial markets and global economy. This event is completely closed-door and invitation-only. It is designed to enable genuine peer-to-peer learning and networking for the regional private wealth community.
Speakers
2023 Speakers
Avy Stein
Founder & Co-Chairman, Cresset Capital
Michael Firestone
Managing Partner, Fire Capital Management
Michael Schiff
Managing Director, Klingenstein Fields Advisors
Shane Morrow
Managing Partner, Ironbridge Wealth Management
David Scranton
Founder, Sound Income Strategies
Charles Krusen
Founder and Chief Executive Officer, Krusen Capital Management
John Tassone
Director, Investments, FFT Wealth Management
Brett Orvieto
Managing Partner, Dakota Wealth Management
Dylan Kremer
Co-Chief Investment Officer, Camden Capital
Shon Flaharty
Chief Executive Officer & Managing Partner, Flaharty Asset Management
Daniel Johnedis
President & Chief Investment Officer, Cratus Capital
Alexandre Arruda Camargo Silva
Chief Investment Officer, Finaccess Advisors
Becky Lightman
Founder & Managing Director, Lightman Capital
Shari Greco Reiches
Co-Founder and Chief Visionary, Rappaport Reiches Capital Management
Patrick Stutz
Chief Investment Officer, Bayshore Capital Advisors
Jeff Zipper
Managing Director of Investments, U.S. Bank
Greg Babij
Founder & Chief Investment Officer, Sundial Wealth
Ricardo Nieto
Chief Investment Officer, Co-Founder, Aragon Capital
Sponsors & Partners
2023 Sponsors
LEAD SPONSOR:
• Hatters
PLATINUM SPONSOR:
• Cantor Fitzgerald
GOLD SPONSORS:
• CIM
• Citi
• Harbor
• Inland
• Lyrical
• Primark Capital
• Transamerica
• TwentyFour
• Versity
SPONSORS:
• Cosimo
• Harlan Capital Partners
• Hines
• KraneShares
• Nelson Mullins
• Silver Spike Capital
• SS&C