Private Wealth West Forum 2018 | Markets Group | 18 July 2018 | Sheraton Hotel, 1400 6th Ave, Seattle, WA 98101, USA
Venue
Sheraton Hotel
Sheraton Hotel, 1400 6th Ave, Seattle, WA 98101, USA
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| Event Date | Wed Jul 18 EDT (over 6 years ago) |
| Location |
Sheraton Hotel
1400 6th Ave, Seattle, WA 98101, USA |
| Region | Americas |
Details
The Private Wealth West Forum is our flagship Private Wealth event for North America and is the culmination of our 15+ regional forums. The event brings together the leading single and multi-family offices, fee-only investment advisors and high-net-worth allocators from across the nation. This is the leading venue for peer-to-peer investor education and professional networking for the private wealth industry.
Speakers
2018 Speakers
Michelle Seitz
Chief Executive Officer, Russell Investments
Chuck Royce
Chairman, Royce Funds
Mellody Hobson
President, Chairman, Ariel Investments
Cooper Abbott
Chairman, President, Carillon Tower Advisers
Jim Steiner
President, Abbot Downing
Richard Barnett
Chief Investment Officer, Western Region, Northern Trust
Paul Perez
Partner, Senior Advisor, Delegate Advisors
Tim Clark
Director of Research, Fulcrum Capital
Gino Perrina
Chief Investment Officer, Laird Norton Wealth Management
Erik Lehr
Director of Research, Empirical Wealth Management
Susan Rounds
Director, Wealth Management, Deutsche Bank Trust Company Americas
Jason Norris
Executive Vice President, Research, Ferguson Wellman Capital Management
Michael Radakovich
Founder & Chief Executive Officer, Summit Advisors
David Emerson
Senior Vice President, Principal, LCG Associates
Tim Mitrovich
Chief Executive Officer, Chief Investment Office, Ten Capital Investment Advisors
Howard Coleman
Chief Investment Officer, Coldstream Capital Management
Nithin Johnson
Head of Americas Private Equity Group, Citi
Tucker Twitmyer
Senior Vice President, FS Investments
Dodd Kittsley
Director, Davis ETFs
Brian Lauzon
Director, Business Development, Ardenton Capital Corporation
Giulio Martini
Partner, Lord Abbett
Lee Qian
Investment Manager, Ballie Gifford
Charlie Waibel
Managing Director, Sellwood Consulting
Sponsors & Partners
2018 Sponsors
CO-HOSTS:
• CFA Society Seattle
SPONSORS:
• Ardenton
• BAILLIE GIFFORD
• BPO CAPITAL
• COLUMBIA THREADNEEDLE INVESTMENTS
• CREDIT SUISSE
• Davis ETFs
• FAM FUNDS
• FS INVESTMENTS
• graniteshares
• GRIFFIN CAPITAL SECURITIES
• Harbor Funds
• Invesco
• LEGG MASON GLOBAL ASSET MANAGEMENT
• Lincoln Financial Group
• LORD ABBETT
• LSV Asset Management
• MARSICO FUNDS
• nuveen A TIAA Company
• Pomona Capital
• STATE STREET GLOBAL ADVISORS SPDR
• Tradeweb direct
• ZVNBRGN