Private Wealth Southwest Forum 2023 | Markets Group | 1 December 2023 | W Scottsdale, 7277 E Camelback Rd, Scottsdale, AZ 85251, USA

This event is the leading conference for RIAs, family offices and private banks from throughout the region. The forum’s content is developed through hundreds of one-on-one meetings with the high net worth family wealth management community and the program's speaker faculty is primarily comprised of leaders in the sector across the Southwest region.

Our agenda covers asset allocation and protection, equity markets, fixed income, alternative investments, as well as succession planning and an outlook of the financial markets and the global economy. This event is completely closed-door and invitation-only, and it is designed to enable genuine peer-to-peer learning and networking for the regional private wealth community.

2023 Speakers

SERIES SPEAKERS:

Sandip Bhagat
Chief Investment Officer, Whittier Trust Company

Lily Taft
Portfolio Manager, Member of Investment Policy Committee, Main Street Research

Ken Frier
Chief Investment Officer, Atlas Capital Advisors

Dory Wiley
President & Chief Executive Officer, Commerce Street Investment Management

Pallavi Srivastava
Manager, Investments, Tolleson Wealth Management

John Schmit
Portfolio Manager, Frontier Investment Management

Blair Braden
Managing Principal & Co-Founder, Denver Wealth Management, Inc.

Jeffrey J. Burney
Chief Client Officer, RMB Capital

Michelle Clements
Board Member, Synergy Trust Partners

Carina Diamond
Chief Experience Officerl, Dakota Wealth Management

James Ulland
Founder, Ulland Investment Advisors

Jennifer Ellison
Principal, Bingham, Osborn & Scarborough

2023 Sponsors

LEAD SPONSOR:
• Hatteras Investment Partners

PLATINUM SPONSOR:
• Cantor Fitsgerald

GOLD SPONSORS:
• Smead
• S2K
• GTIS Partners

SPONSORS:
• Hines
• Axos Advisor Services