2017-10-19T00:00:00-0400

2017-10-19T00:00:00-0400

Private Wealth Mid-Atlantic Forum Philadelphia, PA | October 19, 2017 Request Agenda


As home to several of the highest-income states in the nation, the Mid-Atlantic region in 2017 is a robust corridor of wealth and prosperity where the mass affluent mix with historic old money. The second decade of the millennium witnessed a migration of private banking and high-net-worth services to Maryland and Virginia, presaging a re-definition of private wealth industry-wide led not by Wall Street—but by the investor.

With the seat of U.S. government (Washington, D.C.), the financial and media capital of the world (New York), not to mention a corporate haven (Delaware) ensconced in the region, our localized lineup is inextricably plugged in to the political, regulatory and economic vagaries impacting investment returns. Our Private Wealth Mid-Atlantic Forum is a yearly, invitation-only, day-long investor education and professional networking event made available to a select 100 allocators of high-net-worth capital from Delaware. Maryland and Virginia.

FEATURED SPEAKER

Douglas Getty, Regional Chief Investment Officer, Abbot Downing

Mr. Getty is a Regional Chief Investment Officer of Abbot Downing responsible for providing strategic, long-term client guidance. A 20-year veteran of managing and investing private wealth, he served as Managing Director of Wells Fargo Family Wealth in 2008 after a four-year stint as Investment Manager with Calibre, the multi-family office of Wachovia Securities. He is a graduate of Delaware University. Mr. Getty earned a BA degree in Finance from the University of Delaware and is a CFA charter-holder as well as a ChFC, CLU and CFP.


SPONSORS

EDUCATIONAL PARTNERS


WHY SPONSOR

Key Discussion Topics

  • Defining the Mid-Atlantic high-net-worth community and understanding its relationship to global finance
  • How Wall Street reform and shifting market structure made private wealth especially vulnerable to bond market liquidity risk
  • The real cost of Brexit and the $90 billion outflow from the global stock market
  • Understanding family history and legal precedent in private wealth transition planning
  • Factor-based investing and smart beta
  • What alternative investment strategy will replace the bucket hedge fund allocation amid $15 billion in outflow from the asset class
  • Mitigating the market risk of uncertain central bank monetary policy on high-net-worth capital
  • Separating fact from fiction in regard to the impact of the 2016 presidential election on private wealth

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


Loews Philadelphia Hotel
1200 Market Street
Philadelphia, PA
United States 19107
CLICK TO VISIT VENUE WEBSITE

CONTACT

PROGRAM MANAGER

Karishna Perez

Marketing Manager

+1 646-216-8581

Karishna.Perez@marketsgroup.org

PROGRAM MANAGER

Paul Hamann

Head of Private Wealth Group

+1 347-308-7792

Paul.Hamann@marketsgroup.org

PROGRAM MANAGER

123-456-7890

employee@marketsgroup.org