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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 |
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.
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
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