9th Annual Private Wealth Southeast Forum 2024 | Markets Group | 25 April 2024 | Hotel Colee, Atlanta Buckhead, Autograph Collection, 3377 Peachtree Rd NE, Atlanta, GA 30326, USA

The forum’s content is developed throughhundreds of one-on-one meetings from within the high-net-worth family wealthmanagement community. The program's speaking faculty is primarily comprised of Southeast 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.

Key Discussion Topics:
Opening Bell: The Next 6 Months at a Glance:
• Top thinkers and chief investment officers in the private wealth space share their investment views about current US asset allocation strategies and their projected macroeconomic outlook for the next 12 months.

The Equity Equation: Evaluating Impact on Portfolios:
• The equities market has bounced back from the pandemic's crash. Experts take the stage to help navigate the market, allocate investments across different equity sectors and build an equity portfolio to weather the storm.

Alternative Investments – Time to Shine:
• This panel brings together leading alternative investors and allocators to address risks and opportunities, manager selection and much more.

The Equity Equation: Evaluating Impact on Portfolios:
• The growth of the US and global economy and inflation are highly uncertain. This panel will endeavor to answer how those in private wealth can build an all-weather equity portfolio and other crucial questions.

From Real Estate to Real Assets: Seeking Best Opportunities:
• Join our panel of experts as they examine real estate and real asset investment strategies, trends, and risks for the year ahead.

New Ways to Invest in Non-Traditional Assets - Reshaping Our Thinking:
• In a market environment shaped by higher interest rates, low growth, and greater volatility - investing in non-traditional assets gained popularity in diversified portfolios.

Fixed Income: Trends Shaping Today's Landscape:
• As the fed approaches what could be the peak in its rate-hike cycle and inflation poses a challenge to the traditional stock-bond portfolio, where can investors find the most attractive opportunities?

The Future of Wealth Management:
• The wealth management industry is forever transforming, and investors will need to evolve their practices to stay ahead of the curve and their competitors to suit the needs to high-net-worth-clients.

2024 Sponsors

LEAD SPONSOR:
• U.S. Energy Development Corporation

PLATINUM SPONSORS:
• Pacific Life
• Yrefy

GOLD SPONSORS:
• Bluerock
• Chestnut Healthcare Real Estate
• CrossingBridge
• Flagship Healthcare Trust, Inc.
• GEM
• Hines
• Inland Real Estate Investment Corporation
• Krane Funds Advisors, LLC
• Nuveen

SPONSORS:
• Bena Capital
• Envestnet
• Federated Hermes, Inc
• GoldStar Trust
• Gridline
• Grubb Properties
• Meketa Capital
• Neuberger Berman
• Roers Companies
• TwentyFour Asset Management