9th Annual Private Wealth New England Forum 2024 | Markets Group | 18 June 2024 | City Winery Boston, 80 Beverly St, Boston, MA 02114, USA
Venue
City Winery Boston
City Winery Boston, 80 Beverly St, Boston, MA 02114, USA
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| Event Date | Tue Jun 18 EDT (6 months ago) |
| Location |
City Winery Boston
80 Beverly St, Boston, MA 02114, USA |
| Region | Americas |
Details
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 New England based leaders in the sector.
Our agenda covers: asset allocation and protection, equity markets, fixed income, alternative investment, succession planning, and an outlook on financial markets and the 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 Past 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
Sponsors & Partners
2024 Sponsors
GOLD SPONSORS:
• BlueRock
• Chestnut healthcare Real Estate
• Hines
• Silver Credit Partners
• Voya Investment Management
• Driftwood Capital
• OIC The Options Industry Council
• Polaris Capital Management, LLC.
SPONSORS:
• Breckinridge Capital Advisors
• Goldman Sachs
• Meketa Capital
• P/E Investment
• Prospect Capital
• Simplify ETFs
• AIP Capital
• Capital Group
• Corbin
• Ivy Asset Group
• P\E Investments
• 500
• Fintrx