2017-09-26T00:00:00-0400

2017-09-26T00:00:00-0400

Private Wealth Florida Forum Palm Beach, FL | September 26, 2017 Request Agenda


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.

FEATURED SPEAKER

Peter Zuleba III, President of Glenmede Investment Management, Glenmede

As President of GIM, Mr. Zuleba is responsible for the research, trading and portfolio management of equity, fixed income, alternative and risk-management strategies. Additionally, he is responsible for the division’s sales, servicing and fund administration operations. During his tenure with Glenmede, Mr. Zuleba has held a number of senior leadership roles, including Director of Investment Management and Head of Equity.

Mr. Zuleba joined Glenmede in 2004 following a more than 15-year career of senior investment positions at JPMorgan Chase & Co, where he also managed the company's Large Cap Growth Equity strategy.

Mr. Zuleba received an M.B.A. from the University of Miami in 1995 and a B.S. in Business Administration from the University of Delaware. He holds the Chartered Financial Analyst® designation and is a member of the CFA Institute and the New York Society of Security Analysts.


EDUCATIONAL PARTNERS


WHY SPONSOR

Key Discussion Topics

Asset Protection
How can private clients and wealthy families leverage an increasingly specialized and expert industry to protect wealth?

Succession Planning
Maintaining wealth through generations – maintaining relationships and preparing for changing economic and political environments.

Asset Allocation
Diversifying, growing returns, and understanding risk tolerance among private client investors.

Alternative Investments
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?

Family Governance
How do family offices clarify and coordinate governance – is good governance different for family firms?

Philanthropic Planning
Developing a charitable expertise, from the family to the high end advisor.

SPONSORSHIP ONLY

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.

VENUE


Four Seasons Resort Palm Beach
2800 South Ocean Boulevard
Palm Beach, Florida
United States 33480
CLICK TO VISIT VENUE WEBSITE

CONTACT

HEAD OF PRIVATE WEALTH

Paul Hamann

Head of Private Wealth Group

+1 347-308-7792

Paul.Hamann@marketsgroup.org

MEDIA & MARKETING

Karishna Perez

Marketing Manager

+1 646-216-8581

Karishna.Perez@marketsgroup.org

PROGRAM MANAGER

Amber Morgan

Program Manager

+1 347-308-7796

Amber.Morgan@marketsgroup.org