Private Wealth Pacific Northwest Forum 2024 | Markets Group | 13 March 2024 | The Benson Hotel, 309 SW Broadway, Portland, Oregon, USA 97205
Venue
The Benson Hotel
The Benson Hotel, 309 SW Broadway, Portland, Oregon, USA 97205
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| Event Date |
Wed Mar 13 PDT (9 months ago)
In your timezone (EST): Wed Mar 13 3:00am - Wed Mar 13 3:00am |
| Location |
The Benson Hotel
309 SW Broadway, Portland, Oregon, USA 97205 |
| 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 investment, succession planning, and an outlook on financial markets and the 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
2024 Sponsors
LEAD SPONSORS:
• Hines
PLATINUM SPONSORS:
• Cantor Fitzgerald
• Yrefy
• First Trust Capital Management
GOLD SPONSORS:
• Voya
• W&D
• Nuveen
SPONSORS:
• CION
• First Eagle Investments
• Meketa
• Thorofare Capital