8th Annual Private Wealth New England Forum 2023 | Markets Group | 10 May 2023 | TBA , Boston

The 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 high net worth family wealth management community and the program's speaker faculty is primarily comprised of leaders in the sector from across New England.

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.

2023 Speakers

Daniel Kern
Chief Investment Strategist, TFC Financial Management

Gabrielle Clemens
Managing Director, RBC Wealth Management

Elliot Herman
Partner, Chief Investment Officer, PRW Wealth Management

Fred Lane
Owner, Founder, Lane Generational

Peter Phillips
Senior Vice President, Chief Investment Officer, Washington Trust Advisors

Joseph Powers
Chief Investment Officer, Ropes Wealth

Maria Egan
Vice President and Shareholder Engagement Director, Reynders, McVeigh Capital Management

Whitney Pearce Fitts
Senior Vice President, Appleton Partners

Eric Teal
Managing Investment Director, U.S. Bank Private Wealth Management

Timothy Nash
Principal, Chief Portfolio Strategist, Aequitas Investment Advisors

Allen Harris
Chief Executive Officer, Chief Investment Officer, Berkshire Money Management

Paul Karger
Co-Founder, Managing Director, Twin Focus Capital Partners

2023 Sponsors

LEAD SPONSOR:
• Cottonwood

PLATINUM SPONSORS:
• Cantor Fitzgerald
• Kerberos Capital Management

GOLD SPONSORS:
• Harbor Capital Advisors, Inc.
• Hartford Funds
• Matthews Asia
• Peachtree Group
• TwentyFour Asset Management
• Bitwise
• Pomona Capital
• Radcliffe Capital Management

SPONSORS:
• Federated Hermes, Inc.
• Flyer
• Grubb Properties
• Hines
• Krane Funds Advisors, LLC
• Principal