2017-09-20T00:00:00-0400

2017-09-20T00:00:00-0400

Private Wealth Mountain States Forum Denver, CO | September 20, 2017 Request Agenda


The Private Wealth Mountain States 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 Arizona, Colorado, Idaho, Montana, Nevada, New Mexico, Wyoming and Utah.

Inventiveness and optimism have come to define the Mountain States—and its private wealth community is no exception.  The eco-friendly region is embracing financial product innovation and helping to challenge how family wealth is accumulated and invested.

The US Private Wealth team of Markets Group has collaborated with local family offices, leading private banks, not to mention the 50 top-ranked registered investment advisors in region in order to identify industry trends, create relevant content, secure expert speakers and deliver a forum agenda as unique as the Mountain States region itself.

FEATURED SPEAKER

Sandip Bhagat, Chief Investment Officer, Whittier Trust Company

As Chief Investment Officer, Mr. Bhagat is for policy, strategy and research for both alternative and traditional investment management for Whittier Trust. From 2009 to 2014, he headed global equity for Vanguard Group, overseeing active and passive equity. Prior to Vanguard, he worked as Managing Director for Morgan Stanley Investment Management. Mr. Bhagat began his 25-year career in financial services in 1987 with Travelers Investment Management, eventually becoming CIO then Managing Director of Citigroup Asset Management He received a BS in Chemical Engineering from the University of Bombay and MS in Chemical Engineering and his MBA from the University of Connecticut. He is a CFA charter-holder.


EDUCATIONAL PARTNERS


WHY SPONSOR

Key Discussion Topics

  • Defining the Mountain States 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


The Denver Athletic Club
1325 Glenarm Place
Denver, CO
United States 80204
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

HEAD OF PRIVATE WEALTH

Chris Glynn

Program Manager, US Private Wealth

+1 212-696-0878

Chris.Glynn@MarketsGroup.org