Encore Boston Harbor
Encore Boston Harbor, 1 Broadway, Everett, MA 02149, USA

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Event Date Wed Sep 22 EDT - Fri Sep 24 EDT (10 months ago)
Location Encore Boston Harbor
1 Broadway, Everett, MA 02149, USA
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.

Key Topics:
• Uncovering the value of ESG investing and successfully incorporating it into the portfolio
• Discovering the new trends in real estate in a post-COVID era
• Unveiling the opportunities provided by SPAC investments and examining the notable trends and developments
• Reassessing the fixed income market and exploring shifts to the private market
• Diversification and risk management
• Realigning investment strategies to operate most effectively under the new administration


2021 Speakers


Charles Lowenhaupt
Founder & Director, Lowenhaupt Global Advisors


Joseph Griffin
CEO, TrueNorth Wealth

Wil Ward
Partner and Managing Director, Real Estate, TwinFocus

Raul R. Valenzuela Hadad
Chief Investment Officer, RVH Financial Planning

Howard Coleman
CIO and General Counsel, Coldstream Wealth Management

Mitsy Mangum
Managing Director,Lakeview Capital Partners

Paul Karger
Co-Founder and Managing Director, TwinFocus

Danielle Roseman
Managing Director, Truvvo Partners LLC

John M. Jennings
President and Chief Strategist, The St. Louis Trust Company


Judy Morrill
Managing Director, Silvercrest Asset Management Group LLC

Wendy Craft
Chief of Staff, Fulcrum Equities

Eric Newman
Treasury Manager, City of Stamford, Connecticut

Raul R. Valenzuela Hadad
Chief Investment Officer, RVH Financial Planning

David Carter
Chief Investment Officer, Lenox Wealth Advisors

Kimberly Clouse
Partner Advisor, AdvicePeriod

Farouki Majeed
Chief Investment Officer, Ohio School Employees Retirement System

Joseph Chase
Partner, Lake Street Advisors

Abigail Laufer
Chief Investment Officer, Ferguson Family Office

Scott Martin
Chief Investment Officer, Kingsview Wealth Management

Shari Greco Reiches
Co-Founder, Principal and Chief Visionary Officer, Rappaport Reiches Capital Management

Stephen Stulb
Principal, Ironview Capital Management

Brian Weiner
Managing Partner, Audent Family Wealth Advisors, LLC

Mehmet Budak
Founder and CIO, Bessley Capital LLC


Todd Benjamin
Former Financial Editor, CNN