8th Annual Private Wealth Southeast Forum 2023 | Markets Group | 26 April 2023 | Thompson Buckhead, 415 East Paces Ferry Rd NE, Atlanta, GA 30305, USA
Venue
Thompson Buckhead
Thompson Buckhead, 415 East Paces Ferry Rd NE, Atlanta, GA 30305, USA
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| Event Date | Wed Apr 26 EDT (over 1 year ago) |
| Location |
Thompson Buckhead
415 East Paces Ferry Rd NE, Atlanta, GA 30305, USA |
| Region | Americas |
Details
This event is the region's 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 Southeast.
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.
Speakers
2023 Speakers
Ross Bramwell
Principal, Homrich Berg
Tony Welch
Chief Investment Officer, SignatureFD
Todd Jones
Chief Investment Officer, Gratus Capital
David Doverspike
Senior Family Office Planning Specialist, Ronald Blue & Co.
Jeff Zipper
Managing Director of Investments, U.S. Bank
Elena Vasilescu
Managing Director, Pathstone
James Haley
Managing Director—Private Client Group, Dividend Assets Capital
Michael Sluder
Chief Investment Officer, The Family Office at Synovus
Sean O'Toole
CEO, 1776 Wealth
Susie Wang
Director, Investment Strategy Team, Balentine
Lawrence Sprung
Founder, Wealth Advisor, Mitlin FInancial
Doug Asiello
Strategy Director, Research Analyst, Crawford Investment Counsel
Stephen Colavito
Chief Investment Officer, Perigon Wealth Management
Alan Conner
President, NovaPoint Capital
Steven Skancke
Chief Economic Advisor, Keel Point
Wendy Rogers
Chief Family Officer, Gleneagles Group
Sponsors & Partners
2023 Sponsors
LEAD SPONSOR:
• Cantor Fitzgerald
PLATINUM SPONSORS:
• Calamos Aksia
• Sprott
GOLD SPONSORS:
• Alger
• Crowdstreet Advisors
• Harbor
• Hedgeye
• Inland
• KraneShares
• Peachtree Group
• Sandy Bay Partners
• Twenty Four
• Voya
SPONSORS:
• BNP Paribas
• Federated Hermes
• Gain Tech
• GoldmanSachs
• Hines
• John Hancock Investments
• Nelson Mullins