Eau Palm Beach Resort & Spa
Eau Palm Beach Resort & Spa, 100 S Ocean Blvd, Manalapan, FL 33462, USA

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Event Date Mon Dec 6 EST - Wed Dec 8 EST (7 months ago)
Location Eau Palm Beach Resort & Spa
100 S Ocean Blvd, Manalapan, FL 33462, USA
Region Americas

The Private Wealth Management Leadership Summit is an invitation-only, premium summit bringing leading private wealth management investors and innovative fund managers and consultants. The summit’s content is aligned with key investment challenges and interests, relevant market developments, and practical and progressive ideas and strategies adopted by successful pioneers.

Key Topics:
• Examining industry trends, investment opportunities and strategies for integrating across asset classes to meet clients' portfolio and impact goals
• Assessing geopolitical developments and the impact on portfolio management as US relations with some countries are under the radar
• Pinpointing the growth of the alternative industry and best practices in due diligence, fund selection and monitoring these types of investments
• Reducing human intervention and taking advantage of the enormous amounts of data available to enhance decision-making and address key investment problems
• Developing a plan for preparing the heirs to be good stewards of wealth and techniques for ensuring a successful transition
• Working with clients to develop a cohesive strategy and exploring innovative ideas for engaging the next generation in philanthropy and charity


2021 Speakers


Steven L. Skancke, Ph.D.
Chief Economic Advisor, Keel Point


Stephen Colavito, Jr.
Chief Investment Officer, Chief Market Strategist, Lakeview Capital Partners

Dave Duebendorfer
President and Chief Operating Officer, Artemis Wealth Advisors

John Fischer
Chief Investment Officer, Mosaic Family Wealth

Shana Sissel
Chief Market Strategist, Stratos Wealth Partners

Mark Lebida
Director, Investments and Wealth Management, Journey Strategic Wealth

Kevin Schimelfenig
Managing Partner, McGeever Family Office

Woody Uible
Principal and Wealth Advisor, Bartlett Wealth Management

Patrick Baumann
Chief Investment Officer, FourThought Private Wealth

R. McFall Lamm Jr
Chief Investment Officer/Chief Strategist, Stelac Advisory Services

Anthony Gordon
Chief Investment Officer, Gordon Family Office

Allan Boomer
Managing Partner, Momentum Wealth Advisors

Kevin Mahn
Chief Investment Officer, Hennion & Walsh

Barry Gurland
Partner, DB Family Office Services

Rafael A. Alcantara Lansberg
Founder and Managing Director, Chief Investment Strategist, Harbor Ithaka Wealth Management

Stan Sung
Managing Director, Genrich Family Office


Udayan Mitra
Chief Investment Officer, Trajan Wealth

Bill Andrakakos
Chief Investment Officer, Aaron Wealth Advisors

Chaya Slain
President and Chief Investment Officer, AdCap Partners

Patrick Huang
Director, Investments and Wealth Management, Source Financial Advisors

Elmer Huh
Chief Investment Officer, The MJ Murdock Charitable Trust

Greg Michaud
Managing Director and Head of Real Estate, Voya

Sasha Bernier
Senior Vice President and Investment Committee Member, Cheltenham Investments

Ronald J. Gruninger III, CFP, CIMA, AIF, RICP
Co-Chief Investment Officer and Managing Director, Wealth Advisor, Signature Wealth Advisors

Casey Wamsley
Principal and Senior Investment Consultant, Mercer

Carina S. Diamond
Chief Experience Officer, Dakota Wealth Management

Eveline Gerck
Lead - Venture Capital, Private Family Office

Shane Morrow
Managing Partner and Director, Investments, IronBridge Wealth Counsel, LLC

James Martin
Principal, Private Wealth Advisor, IronBridge Wealth Counsel, LLC

Andy Oshay
Chief Executive Officer, Alpine Hill Capital

Peter V. Disch Jr.
Founder and Managing Member, Great Point Wealth Advisors

Julien Haccoun
Principal, Steinmauer Family Office

Nicholas Boyer
Chief Investment Officer, RKL Wealth Management

Stephen Chang
Chief Investment Officer, LBCW Holdings

Doug Watler
Trustee, Broward County Firefighter Health Trust Fund

CJ Follini
Principal, Noyak Capital Partners

Sponsors & Partners

2021 Partners

• Asset Backed Alert
• Backstop
• Family Office Network
• Private Banking