Alternatives in Wealth Management Forum 2023 | Institutional Investor | 2 February 2023 | Fairmont Austin, 101 Red River St, Austin USA
Venue
Fairmont Austin
Fairmont Austin, 101 Red River St, Austin USA
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| Event Date |
Thu Feb 2 CST (almost 2 years ago)
In your timezone (EST): Thu Feb 2 1:00am - Thu Feb 2 1:00am |
| Location |
Fairmont Austin
101 Red River St, Austin USA |
| Region | Americas |
Details
This one-day forum will bring together some of the brightest minds from independent RIAs, Multi-Family Offices, Single-Family Offices, Broker-dealers, Private Banks, Trust Companies, and Wirehouses to discuss, debate, and evaluate alternative investments. As always, the program and topics for this event will be informed by an advisory board of industry experts across the wealth management spectrum, ensuring that the peer-driven agenda is compelling, prescient, and informative. From hedge funds, private equity, and real estate, to VC, natural resources, commodities and more---the expert presentations, panel debates, and workshops will offer something for every executive in attendance
Speakers
2023 Speakers
Lauren Feldman
Executive Director, Global Head of Wealth Management, Institutional Investor
John L. Bowman
Executive Vice President, CAIA Association
Aaron Filbeck, CAIA, CFA, CFP®, CIPM, FDP
Managing Director, Head of UniFi by CAIA™, CAIA Association
Michael Vogelzang
Chief Investment Officer, CAPTRUST
Sylvia Kwan
CAIA, Chief Investment Officer, Ellevest
Phil Huber, CFA, CFP
Chief Investment Officer, Savant Wealth Management
Shannon Saccocia, CFA, CIMA®
Chief Investment Officer, SVB Private
John Bowman, CFA
Executive Vice President, CAIA Association
Victoria Greene
Chief Investment Officer, G Squared Private Wealth
RJ Smolenski
Director of Research, Pitcairn
Christopher Schelling, CAIA
Chief Investment Officer, 512 Alternatives
Karim Ahamed
Partner, Cerity Partners
Aaron Filbeck, CAIA, CFA, CFP®, CIPM, FDP
Managing Director, Head of UniFi by CAIA™, CAIA Association
David Levi
Managing Partner, CEO Public Securities, Brookfield Oaktree Wealth Solutions
Nick Cicero, CAIA
Partner, Senior Portfolio Manager, Freestone Capital
Angela Raitzin
Managing Director, First Republic
Ann Gookin
Managing Director, Investments, Freestone Capital
Dotti Reeder
Managing Director, Client Advisory Team, Tolleson Wealth Management
Sponsors & Partners
2023 Sponsors
• Brookfield Oaktree
• John Hancock Investment Management
• Prospect Capital Management