Private Wealth Management Summit 2022 (B) | Marcus Evans | 28 September 2022 | Beverly Wilshire, A Four Seasons Hotel, 9500 Wilshire Blvd, Beverly Hills, CA 90212, USA

This 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:
Global Macro Economy
• Dissecting global economic conditions, monetary policy changes and trends

The Russia-Ukraine Conflict
• Examining the implications and investment opportunities in the aftermath

Inflation & Portfolio Risks
• Examining what strategies investors are exploring to protect their investments

Non-Correlated Strategies
• Pinpointing the performance and long-term outlook for a non-correlated assets

Wealth Preservation
• Best practices for securing wealth and engaging the next generation in financial decisions

Private Equity, Venture Capital & Real Estate
• Navigating and capitalizing on the opportunities in the sector

2022 Speakers

Earvin Magic Johnson
Founder and CEO, NBA Hall of Famer

COMPELLING PRESENTATIONS:

Amir Monsefi
Co-Founder, CEO & Chief Investment Officer, AIRE Global Advisors

Jeffrey W. Huge
Chief Investment Officer, JWH Investment Partners

Lisa Kaye
Founder, Executive Coach and Family Business Wealth Management Specialist, IC Global Wealth Solutions

Alex Shahidi
Managing Partner and Co-Chief Investment Officer, Evoke Advisors

Luke Lloyd
Wealth Advisor & Investment Strategist, Strategic Wealth Partners

Ed Butowsky
Managing Partner, Chapwood Investments

JJ Sowers
Chief Investment Officer, Sowers Family Investments

Jeff Assaf
Chief Investment Officer, ICG Advisors

COMPELLING PRESENTATIONS - PRIVATE EQUITY & VENTURE CAPITAL INVESTORS TRACK:

Russell Deakin
Chief Investment Officer, Aceana Group

Roger Vincent
Senior Investment Officer, Cornell University

Johnathan Loeffer
Managing Director, Ascent Capital Partners

COMPELLING PRESENTATIONS - REAL ESTATE INVESTORS TRACK:

Alex Harden
Principal, Harlow Partners

Andrew Hodges
Chief Investment Officer, Value Investment Professionals, LLC

Mark Boud
Real Estate Economist, Robbins Boud Real Estate Analytics

William Pattison
Head of the Real Estate Research & Strategy Team, MetLife

INTERACTIVE SESSIONS:

Archan Basu
Managing Director, Deputy Chief Investment Officer & Head of Portfolio Management, Cresset

David Mieczkowaki, PhD
President and Chief Investment Officer, AgAmerica Wealth Management

Stephen Chang
Chief Investment Officer, LBCW Holdings

Brett Horton
Chief Investment Officer, Paris-Roubaix Group

Brandon Laughren
Co-Founder and Chief Investment Officer, The Laughren Group

Chris Osmond
Chief Investment Officer, Century Wealth Advisory

Ben Alimansky
Co-Founder, Nadiavi Capital Management

Ann Gookin
Chief Investment Officer, Freestone Capital

Geoff Krug
Investment Director, University of Minnesota Endowment

Saumen Chattopadyay
Chief Investment Officer, OneDigital Investment Advisors

Zachary Bouck
Managing Principal, Chief Investment Officer, Denver Wealth Management

Biff Pusey
Co-founder and Member, CrossGrain Family Investments

Laurence Richards
President and Chief Investment Officer, Legacy Road Family Office

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

Michael Durso
Chief Investment Officer, ShoreHaven Wealth Partners

Alice Wang
Private Equity Investor, APG Asset Management

Wilkin Ly
Director, Private Assets, Los Angeles City Employees' Retirement System (LACERS)

Sasha Bernier
Managing Director, Cheltenham Enterprises

Roger Beutler
Senior Investment Officer, Heritage Family Offices

Vaughn Brock
Chairman, Investment Committee, Veritas Family Partners

Kevin Gahagan
Managing Director and Financial Advisor, Wealthspire Advisors

Jay Rogers
Chief Executive Officer, Four Thirteen

Steve Weinberger
Senior Managing Director, HCR Advisors