Venue
Tower Club - Dallas
Tower Club - Dallas, 1601 Elm Street, 48th Floor, Dallas, TX 75201, USA

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Event Date Wed Feb 6 EST (almost 3 years ago)
Location Tower Club - Dallas
1601 Elm Street, 48th Floor, Dallas, TX 75201, USA
Region Americas
Details

The Private Wealth South Forum is designed to bring together more than 75 leading RIAs, family offices and HNW wealth managers from across the state for a day of peer networking and knowledge share. Our agenda will cover asset allocation, alternative investing, asset protection as well as regulatory compliance and an outlook of the financial markets and the 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

Dr. James Smith
Chief Economist, Parsec Financial Management, Inc

Steve Skancke
Chief Investment Strategist, Keel Point Advisors

Adrian Cronje
Chief Executive Officer & Chief Investment Officer, Balentine

Jeff Zipper
Managing Director of Investments, U.S. Bank

Alan McKnight
Chief Investment Officer, Regions Bank

Ric Mayfield
Managing Director, Manager Research, SunTrust

Daniele Donahoe
CEO and CIO, Rinehart Wealth & Investment Advisory

Rael Gorelick
Partner, Head of Investments, Biltmore Family Office

Britt Whitfield
Regional Chief Investment Officer, Abbot Downing

Debra Brennan Tagg, CFP
Managing Partner & Financial Planner Helping Clients with Retirement Planning, Brennan Financial Services

Stephen Lack
Managing Partner, Chief Investment Officer, Galapagos Partners

Michelle Connell
President, Owner, Portia Capital Management

Ann Zuraw
President, Zuraw Financial Advisors

Stephen Vogel
President, Corvus Capital

Sponsors & Partners

2019 Sponsors

• Ardenton
• BALTER
• MACQUARIE