The Private Wealth Southeast Forum is a one-day networking and educational event, focusing on asset allocation and asset protection strategies for the private client intermediary and end user.
The event provides an educational overview of both asset allocation and asset protection strategies for the private client intermediary and end user. Access the growing community of Family Offices, RIAs and private banks based in Georgia, Alabama, Kentucky, Mississippi, North and South Carolina, Tennessee, Virginia and West Virginia with targeted one-on-one meetings and speaking opportunities.
Ernest Dawal Chief Investment Officer Genspring Family Offices
Rob Ragsdale Partner Balentine
Scott Calhoun Senior Family Strategist Ronald Blue & Co.
Michael Woocher Managing Director Bernstein Private Capital Management
Alan McKnight Chief Investment Officer Regions Bank
Bob Klosterman Chief Investment Officer White Oak Wealth Advisors
Ross Bramwell Director of Investments Homrich Berg
Russ Allen Chief Investment Officer Berman Capital Advisors
Joseph Sroka Chief Investment Officer NovaPoint Capital
Jay Healy President & Founder Century Wealth Management
Kristopher Kellinghaus Senior Investment Manager MCF Advisors
Todd Jones Director of Investments Gratus Capital
Hamilton Hilsman Director, Private Family Office Synovus Family Asset Management
Daniele Donahoe CEO and CIO Rinehart Wealth & Investment Advisory
David Karp Founding Partner PagnatoKarp
Leah Zveglich Managing Partner Aster Family Advisors
Ken Moore Founder Global View
Ann Zuraw President Zuraw Financial 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.|