Online Summit

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Event Date Wed Mar 24 EDT - Fri Mar 26 EDT (7 months ago)
Location Online Summit
Region Americas

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.


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


Michelle P. Connell
President, Portia Capital Management

Sponsors & Partners

2021 Partners

• Asset ServicingTimes
• Backstop
• Family Office Networks
• Savvy Investor