Venue
Park Central Hotel
Park Central Hotel, 870 7th Ave, New York, NY 10019, USA

What is Qwoted?

Qwoted is a free expert network: we help reporters connect with experts & we help those same experts build relationships with top reporters.

Event Date Wed Jul 24 EDT - Thu Jul 25 EDT (over 5 years ago)
Location Park Central Hotel
870 7th Ave, New York, NY 10019, USA
Region Americas
Details

An exclusive gathering of investment industry leaders designed to create a private environment that fosters open and stimulating dialogue. The objective is to exchange ideas, create new connections between board members, and cultivate feedback that drives the content of the magazine, as well as its related podcasts, videos and events for the next calendar year. Marketing is strictly prohibited. Board meeting content and discussion are confidential and for the benefit of participating board members only.

Speakers

2019 Speakers

Mary Adams
Defined Contribution Real Estate Council

Linda Assante
Jasper Ridge Partners, L.P.

Frederick Baerenz
AOG Wealth Management

Andrew Barnum
Cetera Investment Management LLC

Mike Bendix
DFPG Investments, Inc.

Sam Bendix
National Real Estate Advisors

Keith Black
Chartered Alternative Investment Analyst (CAIA) Association

Allan Boomer
Momentum Advisors

Jon Bren
KBS Realty Advisors/Bren Ventures

Nikita Brodskiy
The Entrust Group

Ron Carson
Carson Wealth Management

Matthew M. Chancey, CFP
Claraphi Advisory Network, LLC

Anthony Chereso
Institute for Portfolio Alternatives (IPA)

Chris Chiapparelli
Chestnut Capital Partners

Chris Czarnecki
Broadstone

Michael Felman
MSF Capital Advisors

Chuck Fiedler
DWS

Eric Flett
Concentric Wealth Management

Howard Friedman
Citi U.S. Pension Investments

John P. Harrison
Alternative & Direct Investment Securities Association (ADISA)

Albert V. Haworth
Waypoint Residential

David Johan
Legacy Wealth Management

Cory Johnson
Pender Capital

Daniel A. Kreuter
Gladstone Group Inc.

Maria Elena Lagomasino
WE Family Offices

Keith Lampi
Inland Private Capital Corporation

William McCance
Trust Advisory Group, Ltd.

Abby McCarthy
Nareit

Craig Merkt, JD
Calton & Associates, Inc.

Bryan Mick
Mick Law P.C. LLO

Rick Murphy
Berthel Fisher & Company

Braulio Nieves Roman
Pariter Wealth Management Group, LLC

Chris Paulitz, IOM
Financial Services Institute (FSI)

Joshua Rogers
Arete Wealth

Aaron Rosen
Lucia Capital Group

R. Lawrence Roth
RLR Strategic Partners

Katrina Scott
Mariner Wealth Advisors, LLC

Laura Sexton
AI Insight Inc.

Clive Slovin
Strategic Financial Alliance

Anne-Marie Vandenberg
DWS

Todd Van Pelt
Cambridge Investment Research

Roger Wadsworth
The National Due Diligence Alliance (TNDDA)

Darren Whissen
Atomi Financial Group, Inc.

Daniel Wildermuth
Kalos Financial

Dana L. Woodbury
Buttonwood Investment Services, LLC

Sponsors & Partners

2019 Sponsors

• AI Insight
• Broadstone
• Buttonwood Investment Services, LLC
• CIM
• DWS
• The Entrust Group
• Heitman
• Inland Private Capital Corporation
• KBS
• Mick Law, P.C.
• Morgan Stanley
• National Real Estate Advisors
• Pacific Pension & Investment Institute (PPI)
• Pender Capital
• Waypoint Residential