The Private Wealth Florida Forum is a one-day meeting of the largest family offices, private banks and registered investment advisors based in Florida. The event provides an educational overview of both asset allocation and asset protection strategies for the private client intermediary and HNWI.
The Forum is designed to shine light on the latest investment strategies and equip local investors with a clear path forward in their business development strategies. Over 30 investor speakers are joining us for the Forum to provide analysis of pertinent HNW trends and opportunities.
Peter Zuleba III President of Glenmede Investment Management Glendmede
Britt Whitfield Regional Chief Investment Officer Abbot Downing
James Bertles Managing Director and Principal Tiedemann Wealth Management
Joseph Kellogg Head of Wealth Planning We Family Offices
Elliot Dornbusch Chief Executive Officer CV Advisors
Chris Kelly CEO and Founder Barclay Breland Family Office
Paul Blatz Senior Family Investment Officer GenSpring
Christopher Bray Managing Director Ariel Capital Advisors
Alan McKnight Chief Investment Officer Regions Bank
Roman Khlupin Chief Investment Officer Strenta Investment Management
Michael Blank Managing Director Andbank Miami (US)
Andy Richman Director of Fixed Income Strategy SunTrust Bank Private Wealth Management
Colin Hickey Partner and Senior Investment Analyst AM Global Family Office
Thomas Balcom Founder 1650 Wealth Management
Charles Krusen CEO and CIO Krusen Capital Management
David Harden President and CIO Summit Global Investments
Eric Henderson Chief Investment Officer East Horizon Investments
David Savir CEO and Co-Founder Element Pointe Advisors
How can private clients and wealthy families leverage an increasingly specialized and expert industry to protect wealth?
Maintaining wealth through generations – maintaining relationships and preparing for changing economic and political environments.
Diversifying, growing returns, and understanding risk tolerance among private client investors.
Private Equity, Hedge Funds, Real Estate, Commodities, and esoteric asset classes all hold appeal for wealthy families – how do we demystify allocations outside the traditional markets?
How do family offices clarify and coordinate governance – is good governance different for family firms?
Developing a charitable expertise, from the family to the high end advisor.
|Sponsorship is only available upon invitation and Markets Group reserves the right to refuse sponsorship from any organization or individual deemed by Markets Group to be incompatible with the event. Markets Group forum sessions are closed to all media/press and video/audio recording is explicitly prohibited within the venue.|
Head of Private Wealth Group