Private Wealth Management Summit 2022 (C) | Marcus Evans | 7 December 2022 | Eau Palm Beach Resort & Spa, 100 S Ocean Blvd, Manalapan, FL 33462, 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:
Economic Outlook
• Evaluating trends and forecasts and assessing geopolitical risks to determine the best strategies to move forward

Interest Rates And Inflation
• Assessing the effects of rising interest rates and inflation on various asset classes

The Valuation Issue
• Rising inflation, interest rates, the system wide drain in liquidity, and probable recession/stagflation impacting private markets

Opportunities In A New “New Normal”
• Analyzing markets and investment strategies that will offer the best risk-adjusted returns going forward

Impact & ESG
• Evaluating strategies to achieve impact and ESG goals while generating a favorable return

Digital Disruption
• Examining the impact of digital assets and understanding if and how best to include them in your portfolio

2022 Speakers

ULTIMATE THINKERS:

Ian Bremmer
President and Founder, Eurasia Group

COMPELLING PRESENTATIONS:

R. McFall Lamm, Jr. (PhD)
Chief Investment Officer/Chief Strategist, Stelac Advisory Services LLC

John Marino
Director, Policy & Taxation Group

Elaine King Fuentes
Founder and CEO, Family and Money Matters

Steven L. Skancke, PhD
Chief Economic Advisor, Keel Point Advisors

COMPELLING PRESENTATIONS - PRIVATE EQUITY & VENTURE CAPITAL INVESTORS TRACK:

Jordan Stein
Director, Cresset Private Capital, Cresset

Bill Levant, CFA
Chief Investment Strategist, Arlington Family Offices

Matt Oguz
Family Member and Chief Investment Officer, Iris Family Office

Thierry J.D. Brunel
Partner, Chief Investment Strategist, Matter Family Office

Jamie Rhode
Vice President, Verdis Investment Management

Paul Spradling
Managing Partner, Agimano Asset Management

Stuart Browne
Chief Investment Officer, SB Family Office

Richard Ross
CIO, Private Family Office

Cary Stamp
CEO, Cary Stamp

Robert Discolo, CFA
CEO/CIO, River Partners Capital Management

COMPELLING PRESENTATIONS - REAL ESTATE INVESTORS TRACK:

Ryan Enk
Chief Executive Officer, Servio Capital

Gregory R. Banner
Chief Executive Officer, Asset Preservation Strategies, Inc.

INTERACTIVE SESSIONS:

Vahan Janjigian, Ph.D., CFA
Chief Investment Officer, Greenwich Wealth Management, LLC

Ben Phillips
Chief Investment Strategist, Savoie Capital

Paul J. Nolte, CFA
Senior Vice President, Portfolio Manager, Kingsview Wealth Management

Scott Anderson
Chief Economist and Executive Vice President, Bank of the West/BNP Paribas

Nicholas Bertha
Managing Director, Fieldpoint Private

Daniel Lansberg-Rodriguez
Adjunct Faculty, Kellogg School of Management

Mackinley Ross
Investment Analyst, Cooper Family Office

Ian Morley
Chairman, Wentworth Hall Family Office

Brad Batten
Managing Partner, Zwick Partners

James Solomon
Principal, Ravinia Capital Group

Peter Powers
Principal Member, VP of Acquisitions & Asset Management, MPI Family Office