Private Wealth Tri-State Forum | Markets Group | 7 November 2017 | The Harmonie Club, 4 E 60th St, New York, NY 10022, US

The Private Wealth New York Forum is designed to bring together more than 100 capital allocators and wealth managers from New York, New Jersey and Connecticut 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.

The Private Wealth New York Forum is designed to bring together more than 100 capital allocators and wealth managers from New York, New Jersey and Connecticut 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.

2017 Speakers:

Brandon Laughren
Chief Investment Officer, The Laughren Group

Jonathan Barbato
Head of Manager Selection, Geller Family Office Services

Adi Divgi
President & Chief Investment Officer, EA Global LLC (US)

Karim Ahamed
Partner, HPM Partners LLC

Ira Perlmuter
Head of Family Office Direct Investing, T5 Equity Partners (US)

Gregory Curtis
Chairman & Managing Director, Greycourt & Company

Carol Pepper
Founder and Chief Executive Officer, Pepper International LLC

Jenny Van Leeuwen Harrington
Chief Executive Officer, Portfolio Manager, Gilman Hill Asset Management

Robert Borden
Chief Executive Officer, Chief Investment Officer, Delegate Advisors

Steven Turi
Managing Partner & Chief Investment Officer, Skyview Advisors

Mark Martiak
Vice President, Senior Wealth Strategist, Premier Wealth Advisors

Ronen Schwartzman
Founder, Chief Investment Officer, Ten Capital Advisors

Eric Goodbar
Managing Director, Family Wealth, BNY Mellon Wealth Management

Mark Luschini
Chief Investment Strategist, Janney Montgomery Scott

Michael Miller
Co-Chief Investment Officer, Wellesley Investment Advisors

David Carter
Chief Investment Officer, Lenox Wealth Advisors

Lori Van Dusen
Founder, LVW Advisors

Mark McCarron
Managing Director of Investment Strategy, Pitcairn

2017 Sponsors:

• 3EDGE Asset Management
• AB
• AGF
• FS Investments
• First Trust
• NorthStar Securities
• OShaughnessy Asset Management
• SWAN Global Investments
• Tradeweb direct
• Wellesley Asset Management
• Vanguard
• Westchester Capital Management
• WISDOM TREE