Private Wealth Pacific Northwest Forum 2023 | Markets Group | 8 March 2023 | TBA , Portland
Venue
TBA
TBA , Portland
What is Qwoted?
Qwoted is a free expert network: we help reporters connect with experts & we help those same experts build relationships with top reporters.
| Event Date |
Wed Mar 8 PST (almost 2 years ago)
In your timezone (EST): Wed Mar 8 3:00am - Wed Mar 8 3:00am |
| Location |
TBA
Portland |
| Region | Americas |
Details
This Forum is the leading conference for RIAs, family offices, and private banks throughout the region.
The forum’s content is developed through hundreds of one-on-one meetings from within the high-net-worth family wealth management community. The program's speaking faculty is primarily comprised of Oregon based leaders in the sector.
Our agenda covers asset allocation and protection, equity markets, fixed income, alternative investments. Along with, succession planning and an outlook of the financial markets and global economy. This event is completely closed-door and invitation-only. It is designed to enable genuine peer-to-peer learning and networking for the regional private wealth community.
Speakers
2023 Speakers
Roman Brent
President, Anacapa
Adam Jordan
Director of Investment Research & Management, Paul R. Ried Financial Group
Yale Kofman
Managing Director, Deputy Chief Investment Officer, BMO Family Office
Erik Lehr
Chief Investment Officer, Empirical Wealth Management
Patrick Mason
Chief Investment Officer, Cairn Investment Group
Chris Williams
President, Vista Finance
Sponsors & Partners
2023 Sponsors
LEAD SPONSORS:
• Hines
SPONSORS:
• CNL
• Delaware Funds
• LSV Asset Management
• KraneShares