Private Wealth Forum 2017 - Central States | Markets Group | 25 July 2017 | Nashville City Club, 201 4th Ave N. Nashville, TN United States 37219201 4th Ave N. Nashville, TN United States 37219

The Private Wealth Central States Forum is designed to bring together more than 100 capital allocators and wealth managers from the area for a day of networking and knowledge share.

Our agenda will cover asset allocation, alternative investing, growing and passing on personal wealth, regulatory compliance and the current state of the financial marketplace and 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.

The Private Wealth Central States Forum is designed to bring together more than 100 capital allocators and wealth managers from the area for a day of networking and knowledge share. Our agenda will cover asset allocation, alternative investing, growing and passing on personal wealth, regulatory compliance and the current state of the financial marketplace and 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.

Stephen Vogel
President
Corvus Capital

Michael Woocher
Managing Director
Bernstein Private Capital Management

Chase Chandler
Chief Investment Officer
Weise Capital & Risk Advisors

Frank Hosse
Chief Investment Officer
Argent Financial Group

Jack Salzman
Senior Managing Partner
Kings Point Capital Management

Jeffrey Dobyns
President & Founding Partner
Southwestern Investment Group

Edward A. Burgess
Senior Vice President and Investment Officer
Equitable Trust Company

Bill Spitz
President
Diversified Trust

John Charalambakis
Managing Director
BlackSummit Financial Group

Theresa Sexton
Partner
Claritas Capital

Warren Barnett
President
Barnett & Company

Joseph Sroka
Chief Investment Officer
NovaPoint Capital

Steve Skancke
Chief Investment Strategist
Keel Point Advisors

Andy Martin
President
7Twelve Advisors

Perry Green
Senior Vice President, Wealth Strategist
Waddell & Associates

Art
Haws
HawsGoodwin Financial

John Lueken
Chief Investment Strategist
CapWealth Advisors

Jason McKernan
Wealth Director
Gryphon Capital Group

eMoney
Evanston Capital
First Trust
FS Investments
NUVEEN
Tradeweb direct
Morgan Stanley
NEXLEND