The Private Wealth Management Leadership Summit 2022 | Marcus Evans | 7 March 2022 | Park Hyatt Aviara Resort, Golf Club & Spa, 7100 Aviara Resort Drive, Carlsbad, CA 92011, USA

At marcus evans, the well-being of our clients and employees is our top priority and we are committed to doing everything in our power to keep our summits safe and successful. For this reason, we are taking the necessary steps to minimise risk and enhance safety for our attendees and staff.

The Private Wealth Management Leadership Summit is an invitation-only, premium summit bringing leading private wealth management investors and innovative fund managers and consultants. The summit’s content is aligned with key investment challenges and interests, relevant market developments, and practical and progressive ideas and strategies adopted by successful pioneers.

Key Topics:
• Impact Investments
• Examining industry trends, investment opportunities and strategies for integrating across asset classes to meet clients' portfolio and impact goals

Geopolitical Risks:
• Assessing geopolitical developments and the impact on portfolio management as US relations with some countries are under the radar

Alternative Investments:
• Pinpointing the growth of the alternative industry and best practices in due diligence, fund selection and monitoring these types of investments

Machine Learning & AI:
• Reducing human intervention and taking advantage of the enormous amounts of data available to enhance decision-making and address key investment problems

Multigenerational Wealth Transfer:
• Developing a plan for preparing the heirs to be good stewards of wealth and techniques for ensuring a successful transition

Charitable Giving & Philanthropy:
• Working with clients to develop a cohesive strategy and exploring innovative ideas for engaging the next generation in philanthropy and charity

2022 Speakers

ULTIMATE THINKERS:

Peter Lazaroff
Chief Investment Officer, Plancorp

Tian Liu
Chief Economist, Genworth Mortgage Insurance

COMPELLING PRESENTATIONS:

Cormac Murphy
Chief Investment Officer, Adams Wealth Advisors

Kip Kolson
President, Family Wealth Leadership

Larry Steinberg
Chief Investment Officer, Financial Architects

Ben Phillips
Chief Investment Strategist, Savoie Capital

JJ Sowers
Chief Investment Officer, Sowers Family Investments

Carl Choy
Co-Founding Principal, CKW Financial Group

Kim Kolt
Founder and President, For Good Ventures

Brian Weiner
Co-Founder, Managing Partner, Innovise Family Wealth Advisors

Edwin Ryu
Founder, President and Chief Investment Officer, Legacy Wealth Advisors

Dennis Bielik
Managing Partner, TCG Advisors

Christina Wu
Investment Officer, Dallas Fort Worth Employees Retirement System

Roger Beutler
Senior Investment Officer, Heritage Family Offices LLP

Steve Simpson
Managing Partner, CoastEdge

Matt Oguz
Chief Investment Officer, IRIS Family Office

Jeff Hammer
Senior Managing Director, Global Co-Head of Secondaries, Private Markets, Manulife Investment Management

INTERACTIVE SESSIONS:

Bill Levant
Chief Investment Strategist, Arlington Family Offices

Catherine Shiang
Managing Director, Asia Capital Advisor

Amit Thanki
Senior Investment Officer, San Bernardino County Employees’ Retirement Association

Stephen C. Biggs, CFA, CAIA, CFP
Principal/Chief Investment Officer, HC Financial Advisors, Inc.

Gary Post
Investment Partner, Private Equity, Andina Family Offices

Eveline Gerck
Venture Partner, Alpha Square Group

Michel Del Buono, PhD
Chief Investment Officer, Jordan Park

Brett Horton
Managing Director, Paris Roubaix

Jim Kozlowski
Senior Managing Director, Private Equity, Venturi Private Wealth Management

Aoifinn Devitt
Chief Investment Officer, Moneta Group

Kevin Simpson
Founder & CIO, Capital Wealth Planning

Catherine Shiang
Managing Director, Asia Capital Advisor

Ernesto Rangel
Chief Investment Officer, LifeInvest Wealth Management

Chris Halaska
Chief Investment Officer, Avalon Advisors

Nicholas Boyer
Chief Investment Officer, RKL Wealth Management

Steven Jones
Director, Investment Strategy, CliftLarsonAllen Wealth Advisors

Michael Wagner
Managing Director, Tolleson Wealth Management

Zach Bouck
Chief Investment Officer, Denver Wealth Management

Kevin Koehler
Director, Investment Strategy, Miracle Mile Advisors

Bob Discolo
Chief Investment Officer, River Partners Capital Management

Nicole Tanenbaum
Partner and Chief Investment Strategist, Chequers Financial Management

Rafia Hasan
Chief Investment Offcer, Wipfli Financial Advisors

Ray DiNunzio
Partner, TOS Advisors

JR Pearce
Senior Investment Officer - Real Estate, Real Assets & Private Credit, Sacramento County Employees' Retirement System

David Carter
Chief Investment Officer, Lenox Wealth Advisors

Clark Cheng
Chief Investment Officer, Merrimac Corp

Brandon Musbrach
Vice President and Chief Investment Officer, Midwest Financial Group