8th Annual Private Wealth Mid-Atlantic Forum 2023 | Markets Group | 28 September 2023 | Radnor Valley Country Club, 555 Sproul Rd, Villanova, PA 19085, 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 Delaware, Maryland, Pennsylvania and DC.

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.

Key Discussion Topics:
• Economic, Political & Global Markets Outlook
With inflation rates declining and indications that the Federal Reserve may be slowing or pausing its aggressive policy restraint, how will markets react and where new opportunities for investing will arise?

• Now and Then: Impact, ESG and Responsible Investing
Currently, we find ourselves in a positive domestic GDP environment, with optimistic corporate earnings growth, a strong dollar and a volatile stock market. What is to be expected in 2023 and beyond?

• Equities and Their Impact on Portfolios
Huge opportunities remain available for investors making predictions for 2023. Aside from energy, where are the biggest opportunities? Will ESG be affected as volatility cripples some specific industries?

• Emerging and Opportunistic Alternative Investing
Private Equity, Venture, Hedge Funds and other alternatives investments hold appeal for wealthy families. How are wealth managers viewing future allocations as valuations increase and dry powder sits on the sidelines?

• Fixed Income Investments
Global growth remains positive and central banks around the world continue to unwind what has been a very accommodating monetary policy. However, with volatility likely to stay high, investors must continue to do their homework.

• Real Asset and Real Estate Investment Strategies
With volatility expected to continue throughout 2023 in public markets, investors with appetite for less risk will be turning to real estate and other real assets investments. Still, finding the best opportunities will require great due diligence and patience.

• The Future of Wealth Management
With competition for clients and assets on the rise, wealth managers need to ensure that their asset allocation strategies and wealth management services are looking towards a better future.

2023 Speakers

ADVISORY BOARDS:

Michael Crook
Chief Investment Officer, Mill Creek Capital Advisors

Bonnie Sewell
Managing Director, Senior Wealth Advisor, Dakota Wealth Management

Rory O'Hara,
Founder, Senior Managing Partner, Ausperity Private Wealth

KEYNOTE SPEAKER:

Jonathan Hirtle
Founder and Executive Chairman, Hirtle Callaghan

SPEAKERS:

Katrina Lamb
Director of Investment Strategy and Research, MV Financial

Michael Crook
Chief Investment Officer, Mill Creek Capital Advisors

JR Raebiger
Managing Director and Senior Wealth Advisor, Waldron Private Wealth

Marc Tannenbaum
President and Co-Chief Executive Officer, Signature Financial Planning

Terrance Rebello
Senior Research Analyst, Haverford Trust Company

R.J. Smolenski
Managing Director of Investment Research, Pitcairn

Jessica Blitz
Senior Research Analyst, Wilmington Trust

Stuart Caplan
Chief Investment Officer, Apex Financial Advisors

Stephen Trempe
Investment Management Partner, Callan Family Office

Ron Madey
Chief Investment Officer, Wealthcare Capital Management

Augustine Repetto
Principal, Senior Financial Advisor, HBKS Wealth Advisors

Brad Ackerman
Head of Alternative Investments, PNC Asset Management

Timothy Chubb
Chief Investment Officer, Girard

Zach Ruchman
Director of Private Investments, WMS Partners

Gregory Young
Chief Investment Officer, RTD Financial

James Hemphill
Chief Investment Strategist, TGS Financial

Katie Casey
Managing Director, Portfolio Manager, FFT Wealth Management

Mark Hoffman
Chief Investment Officer, Fulton Financial Advisors and Fulton Private Bank

2023 Sponsors

LEAD SPONSORS:
• Hatteras

PLATINUM SPONSORS:
• Calamos Investments

GOLD SPONSORS:
• Amundi
• Distillate Capital
• Harbor Capital Advisors, Inc.
• Liberty Street Funds
• P/E Investments
• S2K
• Westwood Management

SPONSORS:
• Capital Group
• Hines
• Lateral Investment Management
• Modern Life
• Carapace Financial