Private Wealth Carolinas Forum 2024 | Markets Group | 24 September 2024 | JW Marriott Charlotte, 600 S College St, Charlotte, NC 28202, USA

This forum is the leading conference for RIAs, family offices and private banks from throughout the region. The forum’s content is developed through hundreds of one-on-one meetings with the high net worth family wealth management community and the program's speaker faculty is primarily comprised of leaders in the sector across Carolinas.

Our agenda covers asset allocation and protection, equity markets, fixed income, alternative investments, as well as succession planning and an outlook of the financial markets and the global economy. This event is completely closed-door and invitation-only, and it is designed to enable genuine peer-to-peer learning and networking for the regional private wealth community.

2024 Sponsors

LEAD SPONSOR:
• MassMutual Investments

PLATINUM SPONSOR:
• Cantor Fitzgerald

GOLD SPONSORS:
• Hines
• KKR
• KraneShares
• Loci Capital
• Lafayette Square
• Moerus
• North Square
• Thompson Thrift

SPONSORS:
• BondBloxx
• Capital Group
• ClariVest
• Gold Leaf
• OIC The Options Industry Council
• Prospect Capital
• Touchstone Investments