3rd Annual Private Wealth Southern California Forum 2018 | Markets Group | 14 June 2018 | Omni Hotel, 251 S Olive St, Los Angeles, CA 90012, USA
Venue
Omni Hotel
Omni Hotel, 251 S Olive St, Los Angeles, CA 90012, USA
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| Event Date | Thu Jun 14 EDT (over 6 years ago) |
| Location |
Omni Hotel
251 S Olive St, Los Angeles, CA 90012, USA |
| Region | Americas |
Details
The Private Wealth Southern California Forum is designed to bring together more than 75 capital allocators and wealth managers from the Orange County area 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
2018 Speakers
Charles Rodgers
Regional Chief Investment Officer, Abbot Downing
Stephen Marshall
Director, Head of Asset Allocation, Beacon Pointe Advisors
Carl Ludwigson
Director of Manager Research, Bel Air Advisors
Jonathan Figlin
Managing Director, Mozaic
Brian Perry
Managing Director, Director of Research, Pure Financial
Steven Lockshin
Founder, Principal, AdvicePeriod
Robert Prion
Senior Portfolio Strategist, Executive Director, UBS Wealth Management
Anthony Glomski
Principal and Founder, AG Asset Advisory LLC
Jeff Witt
Head of Research, Private Asset Management
Duncan Rolph
Managing Partner, Principal, Miracle Mile Advisors
Ranjeet Guptara
Vice President, Investment Strategist, Wells Fargo
Reza Zamani
Chief Executive Officer, Founding Partner, Steel Peak Wealth Management
Lantz Bell
Managing Partner, Senior Portfolio Manager, Bell & Brown Wealth Management
Paul Hynes
President, Chief Executive Officer, Hearthstone Private Wealth Management
Mark Maxson
Head of Investments - Western Region South, Citi Private Bank
Sponsors & Partners
2018 Sponsors
LEAD SPONSORS:
• Delaware Investments
SPONSORS:
• Allianz Global Investor
• Ardenton
• Broadmark Capital
• Capital Group
• Citi
• DWS
• FS Investments
• Flex Shares
• Griffin Capital Securities
• Inspire
• iSam
• Lending Club
• Mackay Shields
• New York Life MainStay Investments
• Westchester Capital Management