Private Wealth Management Summit 2022 | Marcus Evans Summits | 7 March 2022 | Park Hyatt Aviara Resort, Golf Club & Spa, 7100 Aviara Resort Drive, Carlsbad, CA 92011, USA

The 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 FOR 2022
• US & Global Economy - Dissecting the post-covid environment and projecting for the next 3-5 years
• Inflation & Portfolios - Bracing for high inflation and exploring strategies to safeguard investments
• Diversification Strategies - Pinpointing the most effective approaches for diversifying portfolios today
• Private Markets - Navigating and capitalizing on the opportunities outside of public markets
• Real Estate, Exploring strategies for building a diversified real estate portfolio
• Private Equity & Venture Capital - Identifying the trends, profitable sectors and the future of private equity and venture capital investing

2022 Speakers

ULTIMATE THINKERS:

Peter Lazaroff
Chief Investment Officer, Plancorp

Tian Liu
Chief Economist, Genworth Mortgage Insurance

COMPELLING PRESENTATIONS:

Cormac Murphy
Chief Investment Officer, Adams Wealth Advisors

Kip Kolson
President, Family Wealth Leadership

Larry Steinberg
Chief Investment Officer, Financial Architects

Ben Phillips
Chief Investment Strategist, Savoie Capital

JJ Sowers
Chief Investment Officer, Sowers Family Investments

Carl Choy
Co-Founding Principal, CKW Financial Group

Kim Kolt
Founder and President, For Good Ventures

COMPELLING PRESENTATIONS:

Brian Weiner
Co-Founder, Managing Partner, Innovise Family Wealth Advisors

Edwin Ryu
Founder, President and Chief Investment Officer, Legacy Wealth Advisors

Dennis Bielik
Managing Partner, TCG Advisors

Christina Wu
Investment Officer, Dallas Fort Worth Employees Retirement System

Roger Beutler
Senior Investment Officer, Heritage Family Offices LLP

Steve Simpson
Managing Partner, CoastEdge

Matt Oguz
Chief Investment Officer, IRIS Family Office

Jeff Hammer
Senior Managing Director, Global Co-Head of Secondaries, Private Markets, Manulife Investment Management

INTERACTIVE SESSIONS:

Bill Levant
Chief Investment Strategist, Arlington Family Offices

Catherine Shiang
Managing Director, Asia Capital Advisor

Stephen C. Biggs, CFA, CAIA, CFP
Principal/Chief Investment Officer, HC Financial Advisors, Inc.

Gary Post
Investment Partner, Private Equity, Andina Family Offices

Eveline Gerck
CEO/Venture Partner, AP Int. Inc./Alpha Square Group

Michel Del Buono, PhD
Chief Investment Officer, Jordan Park

Brett Horton
Managing Director, Paris Roubaix

Jim Kozlowski
Senior Managing Director, Private Equity, Venturi Private Wealth Management

Kamil Homsi
Founder/CEO, GRC Investment Group

Aoifinn Devitt
Chief Investment Officer, Moneta Group

Kevin Simpson
Founder & CIO, Capital Wealth Planning

Catherine Shiang
Managing Director, Asia Capital Advisor

Ernesto Rangel
Chief Investment Officer, LifeInvest Wealth Management

Chris Halaska
Chief Investment Officer, Avalon Advisors

Nicholas Boyer
Chief Investment Officer, RKL Wealth Management

Steven Jones
Director, Investment Strategy, CliftLarsonAllen Wealth Advisors

Michael Wagner
Managing Director, Tolleson Wealth Management

Zach Bouck
Chief Investment Officer, Denver Wealth Management

Kevin Koehler
Director, Investment Strategy, Miracle Mile Advisors

Bob Discolo
Chief Investment Officer, River Partners Capital Management

Nicole Tanenbaum
Partner and Chief Investment Strategist, Chequers Financial Management

Rafia Hasan
Chief Investment Offcer, Wipfli Financial Advisors

Ray DiNunzio
Partner, TOS Advisors

JR Pearce
Senior Investment Officer - Real Estate, Real Assets & Private Credit, Sacramento County Employees' Retirement System

David Carter
Chief Investment Officer, Lenox Wealth Advisors

Clark Cheng
Chief Investment Officer, Merrimac Corp

Brandon Musbrach
Vice President and Chief Investment Officer, Midwest Financial Group