Private Wealth Management Summit 2023 - Dallas | Marcus Evans | 18 September 2023 | The Las Colinas Resort, 4150 N MacArthur Blvd, Irving, TX 75038, USA

It is an 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 2023

Portfolio Repositioning
Pinpointing how monetary policy, inflation and interest rates will affect investment decisions moving forward

Gating And Liquidity Concerns
Examining how investors are navigating “gating” and addressing liquidity concerns

Alternative Investments & Private Assets
Uncovering approaches to finding the right balance in your portfolio

Multi-Generational Wealth Transfers
Uncovering valuable Insights into preserving, transitioning & protecting family wealth

Behavorial Finance Bias
Diving into techniques for applying a disciplined approached during volatility and uncertainty

Emerging Markets
Highlighting and capitalizing on the most viable opportunities in emerging markets

2023 Speakers

Chris Maxey
Managing Director and Chief Market Strategist, Wealthspire Advisors

Blake Millard
Vice President, Director, Investments, Sandbox Financial Partners

Jeffrey Huge
Chief Investment Officer, JHT Investment Partnerss

Malcolm Polley
Chief Investment Officer, Stewart Capital Advisors

Julio Cacho, PhD
Co- Chief Investment Officer, Inscription Capital & Family Office

Brett Bernstein
Founder, XLM Financial Group

Josh Kanter
President, Chicago Financial

Ernest Miller
Managing Director, Karpidas Family Office

Jay Patel
Principal, JMS Family LP

James Brolan
Managing Director, Real Estate Investments, Inlight Capital

Ken Majmudar
Founder and Managing Partner, Ridgewood Investments

Victor Godinho
Managing Director, Kimet Wealth Group

Dylan Kremer
Co-Chief Investment Officer, Campden Capital

Aaron Christopherson
Partner, Pinnacle Wealth Advisors

Randy Gay
Partner, Pinnacle Wealth Advisors

Jonathan Goetsch
Investment Associate, Children's Health

Dhruv Maniktala
Chief Investment Officer, True North Advisors

Mike Serio
Chief Investment Strategist, Ashton Thomas Private

Jamie McNeal
Director, Private Markets & Credit, True North Advisors

Andrew Kelsen
Head of Alternatives, Moneta Group

Steven Kim
Partner, Investment Strategy & Risk Management, Verdis Investment Management

Ronald J. Smolenski, Jr.
Managing Director, Investment Research, Pitcairn

Austin Reynolds
Director, Investments, Tolleson Wealth Management

Christian Gannon
Director, Investments, Twickenham Advisors

Mike Bailey
Director, Research & Chair, Investment Committee, FBB Capital

Makiko Sonobe Coakley
Director, Endeavour Family Office

Joseph Sroka
Chief Investment Officer, NovaPoint Capital

Nitin Shakdher
Founder & CEO, Green Capital Single Family Office

Rich Cheever
Director, Investment Strategy & Research, Three Bridges Wealth Advisors

Debra Brennan Tagg
President, BFS Advisory

DYNAMIC MODERATOR:

Todd Benjamin
Former Financial Editor, CNN