Private Wealth Pacific Northwest Forum | Markets Group | 17 July 2017 | Columbia Tower Club, 701 5th Ave #7500 Seattle, WA United States 98104701 5th Ave #7500 Seattle, WA United States 98104

The Private Wealth Pacific Northwest Forum is a yearly, invitation-only investor education and professional networking event made available to a select group in charge of allocating and managing high-net-worth capital in the region. Markets Group has collaborated with the leading family office personnel as well as the top fee-only investment adviser community from Oregon, Washington and the surrounding area for a day-long series of panel discussions as unique as the US Pacific Northwest itself.

Our agenda will cover asset allocation, alternative investing, growing and passing on personal wealth, regulatory compliance and the current state of the financial marketplace and global economy.

The Private Wealth Pacific Northwest Forum is a yearly, invitation-only investor education and professional networking event made available to a select group in charge of allocating and managing high-net-worth capital in the region. Markets Group has collaborated with the leading family office personnel as well as the top fee-only investment adviser community from Oregon, Washington and the surrounding area for a day-long series of panel discussions as unique as the US Pacific Northwest itself. Our agenda will cover asset allocation, alternative investing, growing and passing on personal wealth, regulatory compliance and the current state of the financial marketplace and global economy.

Gino Perrina
Chief Investment Officer
Laird Norton Wealth Management

Sandip Bhagat
Chief Investment Officer
Whittier Trust Company

Jason Norris
Executive Vice President, Research
Ferguson Wellman Capital Management

Teresa Wells
Managing Director, Investment Strategy
Threshold Group

Dave Nute
Chief Executive Officer, Principal
Arnerich Massena

Gary Furukawa
Founder, Chief Investment Officer
Freestone Capital Management

Howard Coleman
Chief Investment Officer
Coldstream Capital Management

Michelle Mathieu
Chief Investment Strategist
Fulcrum Capital

Bob Toomey
Vice President, Director of Research
S.R. Schill & Associates

Michael Radakovich
Founder & Chief Executive Officer
Summit Advisors

Susan Rounds
Director, Wealth Management
Deutsche Bank Trust Company Americas

Erik Lehr
Director of Research
Empirical Wealth Management

Mark Castelin
Director, Investment Advisory Services
CTC | myCFO

Matt Keefe
Chief Investment Officer, Senior Financial Advisor
Columbia River Advisors

Paul Perez
Partner
Delegate Advisors

Joel Peterson
Senior Vice President, Private Client Advisor
US Trust

Kyle McCoy
Vice President, Private Wealth
Goldman Sachs

Ian Kerrigan
Managing Director, Pacific Northwest,
J.P. Morgan Private Bank

Brookfield
citi
Creditsuisse
Envestnet Tamarac
First Trust
Investments
Griffin Capital Securities
Invesco
IREXA
LATERAL
Morgan Stanley
NUVEEN
Tradeweb Direct
VOYA
Wilmington Trust