Private Wealth Management Summit 2021 | Marcus Evans Group | 24 March 2021 | Online Summit
Venue
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| Event Date | Wed Mar 24 EDT - Fri Mar 26 EDT (over 3 years ago) |
| Location | Online Summit |
| Region | Americas |
Details
The Private Wealth Management 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.
Speakers
2021 Speakers
David M. Lebovitz
Executive Director, Global Market Strategist, J.P. Morgan
Deepak Puri, CFA
Managing Director and Chief Investment Officer, Deutsche Bank Wealth Management
Stephen Colavito
Managing Director, Chief Market Strategist, Lakeview Capital Partners, LLC
Ivka Kalus
Chief Investment Officer, Promethos Capital
Gita R. Rao
Managing Director and Head of Portfolio Management, East Horizon Investments
Andrew Hodges
Managing Director, Value Investment Professional
Kimberly Forrest
Chief Investment Officer, Bokeh Capital Partners LLC
Scott D. Sorensen
Principal and Founder, Vigilant Capital Management
Stuart Lucas
Co-Managing Partner and Chief Investment Officer, Wealth Strategist Partners
Gary Post
Investment Partner, Private Equity, Andina Family Offices
Dominick Trapasso
Principal, Summit Trail Advisors
William T. Nimmo
SVP & National Director – Real Estate Asset Management, Wells Fargo Wealth Management
Scott Robinson
Clinical Assistant Professor of Finance, NYU Schack Institute of Real Estate
Stuart Caplan
Chief Investment Officer, Apex Financial Advisors
Clark Cheung
Chief Investment Officer, Merrimac Corp.
Christopher Zook
Chairman and Chief Investment Officer, CAZ Investments
Dan Farrell
Chairman and CEO, Privos Capital
David Carter
Chief Investment Officer, Lenox Wealth Advisors
Ted Kokas
Chief Investment Officer, Everwatch
Brad Batten
Managing Partner, Zwick Partners
DYNAMIC MODERATOR:
Michelle P. Connell
President, Portia Capital Management
Sponsors & Partners
2021 Partners
MEDIA PARTNERS:
• Asset ServicingTimes
• Backstop
• Family Office Networks
• Savvy Investor