The 4th Annual Private Wealth East Forum - Fall 2019 | Markets Group | 13 November 2019 | New York Athletic Club, 180 Central Park S, New York, NY 10019, USA

This event is designed to bring together more than 250 attendees including more than 150 leading RIAs, family offices, Private Banks and HNW wealth managers from across the region for a day of peer networking and knowledge share. Our agenda will cover asset allocation, alternative investing, asset protection as well as regulatory compliance and an outlook of the financial markets and the global economy. As this event is completely closed door and invitation only, it has been designed to enable genuine peer-to-peer learning and networking for the local HNW community.

2019 Speakers

KEYNOTE SPEAKERS:

David Bailin
Chief Investment Officer, Citi Private Bank

Timothy Walsh
Founding Partner, CEO, CCMP

SPEAKERS:

John Ehrenkranz
Chief Investment Officer, Ehrenkranz Partners

John Apruzzese
Chief Investment Officer, Partner, Evercore Wealth Management

Steven Wieting
Global Chief Investment Strategist & Chief Economist, Citi Private Bank

Seán O’Dowd
Managing Director and Family Business Advisor, Silvercrest Asset Management Group

Nadine Gordon Lee
Managing Director, Metro NY Offices & President, Colony Family Office Group, The Colony Group

Stephen Colavito Jr.
Chief Market Strategist, Lakeview Capital Partners

Alain Van Loo
Chief Investment Officer, The Sharp Financial Group

Ram Lee
President, Seven Bridges Advisors

David Paley
Managing Director, Deputy Chief Investment Officer, KLS Professional Advisors Group

Wayne Yi
Director, Head of Manager Research, Massey Quick Simon

Michael Steiner
Partner, Wealth Advisor, RegentAtlantic

Maria Chrin
Managing Partner, Circle Wealth Management

Jonathan Hochberg
President, Hillview Capital Advisors

David Peltz
Partner, Joel Issacson & Co.

Andrew Altfest
President, Altfest Personal Wealth Management

Jennifer Leonard
Executive Director, Asset Manager Due Dilligence, Cornerstone Capital Group

Ronen Schwartzman
Chief Investment Officer, Cooper Family Office

David Carter
Chief Investment Officer, Lenox Wealth Advisors

2019 Sponsors

LEAD SPONSOR:
• FS Investmentd

PLATINUM SPONSORS:
• Allianz Global Investors
• Gotham Funds

SPONSORS:
• Allagash
• Amundi Pioneer
• CIM
• Delaware Funds
• First Trust
• Franklin Templeton Investments
• Gurtin
• Goldman Sachs Asset Management
• Henley
• Invesco
• IVA
• Lateef Investment Management
• One Wall Partners
• Parametric
• Sightway Capital
• Skyview
• Sprott
• Tortoise

MEDIA & INSTITUTIONAL PARTNERS:
• CORP GOV
• CrowdReviews
• EUREKAHEDGE
• FON
• SAVY INVESTOR
• MY TECHMAG
• HEDGECONNECTION