Private Wealth Southeast Forum 2017 | Markets Group | 12 December 2017 | The Charlotte City Club, 121 W Trade St #3200, Charlotte, NC 28202, US
Venue
The Charlotte City Club
The Charlotte City Club, 121 W Trade St #3200, Charlotte, NC 28202, US
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| Event Date | Tue Dec 12 EST (about 7 years ago) |
| Location |
The Charlotte City Club
121 W Trade St #3200, Charlotte, NC 28202, US |
| Region | Americas |
Details
The Private Wealth Southeast Forum is designed to bring together more than 100 capital allocators and wealth managers from North Carolina, South Carolina, Georgia, Alabama and Virginia 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.
Speakers
2017 Speakers:
Dr. James Smith
Chief Economist, Parsec Financial Management, Inc
Steve Skancke
Chief Investment Strategist, Keel Point Advisors
Rael Gorelick
Partner & Head of Investments, Biltmore Family Office
Rob Ragsdale
Partner, Balentine
Ric Mayfield
Managing Director, Manager Research, SunTrust
Michael Woocher
Managing Director, Bernstein Private Capital Management
Bryan Taylor
Chief Investment Officer, Cornerstone Management
Cam McElroy
Senior Vice President, Principal, LCG Associates
Daniele Donahoe
CEO and CIO, Rinehart Wealth & Investment Advisory
Eric Teal
Chief Investment Officer, Managing Partner, Queens Oak Advisors
Charlie Douglas
Partner, Director of Wealth Planni, Cedar Rowe Partners
Giles Almond
President, Matrix Wealth Advisors
Jonathan Winzeler
Chief Investment Officer, Partner, Sunburst Financial Group
Warren Barnett
President, Barnett & Company
Keith Johnson
Managing Partner & Chief Investment Officer, Integras Partners LLC
Ann Zuraw
President, Zuraw Financial Advisors
Alan Conner
President, Chief Compliance Officer, NovaPoint Capital
Tom Balcom
Founder, 1650 Wealth Management
Sponsors & Partners
2017 Sponsors:
• Aristotle
• Citi
• Davis ETFs
• Delaware Investments
• FS Investments
• HSBC
• Lincoln Financial Group
• Morgan Stanley
• Nationwide
• Pomona Capital
• PZENA Investment Management
• RSA
• Tradeweb Direct
• Vanguard
MEDIA & INSTITUTIONAL PARTNERS:
• Hedge Fund Alert