Private Wealth New England Forum 2018 | Markets Group | 24 April 2018 | Harvard Club of Boston, 374 Commonwealth Avenue, Boston, MA 02115, US
Venue
Harvard Club of Boston
Harvard Club of Boston, 374 Commonwealth Avenue, Boston, MA 02115, US
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| Event Date | Tue Apr 24 EDT (over 6 years ago) |
| Location |
Harvard Club of Boston
374 Commonwealth Avenue, Boston, MA 02115, US |
| Region | Americas |
Details
The Private Wealth New England Forum is designed to bring together more than 75 capital allocators and wealth managers from the region for a day of networking and knowledge share. Our agenda will cover asset allocation, alternative investing, growing and passing on personal wealth as well as regulatory compliance and the current state of the financial marketplace and global economy. As this event is completely closed door and invitation only, it has been designed to enable genuine peer-to-peer learning and networking for the local HNW community.
Speakers
2018 Speakers:
Jeffrey Locke
Head of PE and RE Research and Management for the Americas, Citi Private Bank
Douglas Getty
Regional Chief Investment Officer, Abbot Downing
David Santos
Regional Senior Investment Officer, Northern Trust
Paul Karger
Co-Founder, Managing Director, Twin Focus Capital Partners
Patrick McVeigh
President, Chief Investment Officer, Reynders, McVeigh Capital Management
David Smith
Chief Investment Officer, Rockland Trust Company
Daniel Kern
Chief Investment Strategist, TFC Financial Management
Tim Kaijala
Director of Investment Research, O'Brien Wealth Partners
Lee Ann Knight
Partner, Director of Wealth Management, North American Management
James Cornell
Managing Partner, Founder, Fiduciary Wealth Partners
Eric Godes
President, Chief Operating Officer, Daintree Advisors
Robert Lutts
President, Chief Investment Officer, Cabot Wealth Management
Julie Goodridge
Founder, Chief Executive Officer, NorthStar Asset Management
Patricia Schneider
Senior Portfolio Manager, Middleton & Company
Peter Disch
Founder, Managing Member, Great Point Wealth Advisors
Mark Martiak
Vice President, Senior Wealth Strategist, Premier Wealth Advisors
Calvin Place
President, Diversified Financial Management
Michael Miller
Co-Chief Investment Officer, Wellesley Investment Advisors
Sponsors & Partners
2018 Sponsors:
• Ardenton
• Balter
• Citi
• COLE Capital
• EnTrustPermal
• FS Investments
• Franklin Templeton Investments
• Janus Henderson Investor
• Lincoln Financial Grouop
• LSV Asset Management
• NewSpring
• Pomona Capital
• Principal
• Shearman & Sterling
• Third Avenue Management
• Wellesley Asset Management