Private Wealth Central States Forum 2023 | Markets Group | 23 August 2023 | City Winery Nashville, 609 Lafayette St, Nashville, TN 37203, USA
Venue
City Winery Nashville
City Winery Nashville, 609 Lafayette St, Nashville, TN 37203, USA
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| Event Date |
Wed Aug 23 CDT (over 1 year ago)
In your timezone (EST): Wed Aug 23 1:00am - Wed Aug 23 1:00am |
| Location |
City Winery Nashville
609 Lafayette St, Nashville, TN 37203, USA |
| Region | Americas |
Details
This event 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 Central States.
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.
Speakers
2023 Speakers
Stephen Frohsin
Principal, Portfolio Manager, And Chief Compliance Officer, Woodmont Investment Counsel
Stephen Korn
Chief Investment Officer, Fielder Capital Group
James Haley
Managing Director—Private Client Group, Dividend Assets Capital
Warren Barnett
President, Barnett & Company
Eric Teal
Managing Investment Director, U.S. Bank Private Wealth Management
Michael Furla
Managing Director, Head of Fixed Income, The Mather Group
Tom Ruggie
Founder, Chief Executive Officer, Destiny Family Office
Tim Ballard
Managing Director. Senior Investment Advisor, Steel Grove
Lauren Oschman
Chief Executive Officer, Vestia Advisors
Doug Asiello
Strategy Director, Research Analyst, Crawford Investment Counsel
Jack Dwyer
President, Sunpointe Investments
Chris Williams
President, Vista Finance
Perry Green
Senior Vice President, Wealth Strategist, Waddell & Associates
Andrea Parker
Vice President, Senior Portfolio Manager, The Family Office at Synovus
Peter Raber
President, Alderbaran Financial Insights
Andrew Kelsen
Head of Alternative Investments, Moneta Group
Sponsors & Partners
2023 Sponsors
LEAD SPONSOR:
• Cantor Fitzgerald
PLATINUM SPONSORS:
• Calamos Aksia
• Pacific Life Advisory
GOLD SPONSORS:
• Distillate Capital
• LSV Asset Management
• OTEMANU Land Holdings
• Sandy Bay Partners
• S2K
SPONSORS:
• Goldman Sachs
• Hines
• Kineta
• Krane Shares
• Primark Capital LLC
• Prospect Capital
• U.S. Energy Development Corporation
• Zephyr