The Private Wealth Northern California Forum is designed to bring together more than 100 capital allocators and wealth managers from the San Francisco Bay area for a day of networking and knowledge share. Our agenda will cover asset allocation, alternative investing, growing and passing on personal wealth as well as regulatory compliance and the current state of the financial marketplace and global economy. As this event is completely closed door and invitation only, it has been designed to enable genuine peer-to-peer learning and networking for the local HNW community.
Patrick Geddes Chief Executive Officer Aperio Group
Phin Upham Principal Thiel Capital
Roger Wittlin Managing Director, Lead Portfolio Manager Hernreich Family Investments
Halé Behzadi Managing Director and Region Head Citi Private Bank
Piers Cornelius Managing Director J.P. Morgan Private Bank
Mark Guinney Chief Investment Officer Presidio Group
Morris H. Noble Senior Vice President & Senior Investment Officer Northern Trust
Ken Frier Chief Investment Officer Atlas Capital Advisors
Lorraine Monick Managing Director SVB Private Bank and Wealth
Garbis Mechigian Managing Director CTC | myCFO
Paul Perez Partner Delegate Advisors
Christopher Zand Principal Brouwer & Janachowski
Justin Miller National Wealth Strategist BNY Mellon Wealth Management
Ping Zhu Vice President, Hedge Funds & Fixed Income Verus
John Workman Chief Investment Strategist Convergent Wealth Advisors
Justina Lai Director of Impact Investing Wetherby Wetherby Asset Management
Martim De Arantes Oliveira Regional Managing Director Ascent Private Capital Management
Jeanette Garretty Managing Director & Chief Economist Robertson Stephens 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?
Trends & Future Outlook
An update on current market trends and domestic and international economic policy, as well as opportunities for the private client to preserve and grow wealth.
Hear fixed-income managers from across the state share actionable ideas to stay liquid, profit and protect your clients' portfolios.
|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