Private Wealth DC Metro Forum 2018 | Markets Group | 26 September 2018 | Hyatt Regency Washington On Capitol Hill, 400 New Jersey Avenue, NW
Venue
Hyatt Regency Washington On Capitol Hill
Hyatt Regency Washington On Capitol Hill, 400 New Jersey Avenue, NW
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| Event Date | Wed Sep 26 EDT (about 6 years ago) |
| Location |
Hyatt Regency Washington On Capitol Hill
400 New Jersey Avenue, NW |
| Region | Americas |
Details
The Private Wealth DC Metro Forum is a day-long investor education and professional networking event made available to a select 75 allocator of high-net-worth capital from Maryland, Delaware, and Virginia.
The Private Wealth team of Markets Group has collaborated with local family offices, leading private banks, not to mention the 50 top-ranked registered investment advisors in region in order to identify industry trends, create relevant content, secure expert speakers and deliver a forum agenda as unique as the DC Metro region itself.
Speakers
2018 Speakers:
Steven Skancke
Chief Investment Strategist
Rick Vollaro
Chief Investment Officer
John Jordan
Investment Management Director
Dmitriy Katsnelson
Chief Investment Officer, Bronfman Rothschild
Lisa Kirchenbauer
President, Omega Wealth Management
Rob Klingensmith
Managing Director, PBMares Wealth Management
Ron Madey
Chief Investment Officer, Chief Executive Officer, Wealthcare Capital Management
Stephen Freilich
Director, Fixed Income Strategies, SunTrust Bank
Katrina Lamb
Director of Investment Strategy and Research, MV Financial
Noah Greenbaum
Partner, Director of Investments, Canal Capital Management
Rohit Punyani
Chief Investment Officer, United Wealth Management
Stephen Berardi
Family Wealth Advisor, PagnatoKarp
Matthew Gelfand
Managing Director, Senior Economist, Senior Investment Advisor, Rockefeller Capital Management
Alex Shen
Director of Research, The Burney Company
Tom Bonvissuto
Chief Investment Officer, Financial Consulate
Nir Kaissar
Managing Member, Unison Advisors
Mark Martiak
Vice President, Senior Wealth Strategist, Premier Wealth Advisors
Michael Persinski
Managing Director, Head of Investments East Region, Citi Private Bank
Sponsors & Partners
2018 Sponsors:
LEAD SPONSORS:
• FS
PLATINUM SPONSORS:
• Tradeweb Direct
SPONSORS:
• 1900 Capital
• Amundi Pioneer
• Bro Capital
• Citi
• Griffin Capital
• GuggenHeim
• Janus Henderson
• Red Brick