2017-12-01T00:00:00-0500

2017-12-01T00:00:00-0500

Private Wealth Southeast Forum Atlanta, GA | December 1, 2017 Request Agenda


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.

FEATURED SPEAKER

Ernest Dawal, Chief Investment Officer, GenSpring Family Offices

Ernie Dawal is the chief investment officer of Wealth & Investment Management for SunTrust Banks, Inc. and for GenSpring Family Offices, an affiliate of SunTrust Bank. In these roles, Ernie is responsible for oversight of the investment strategy for all business units within Wealth & Investment Management and for oversight of GenSpring’s investment organization. He is based in Atlanta and maintains a secondary office in Jupiter, Florida. Ernie rejoined SunTrust in 2011, as chief investment officer. He originally joined SunTrust in 1992, as senior portfolio manager and vice president, and managed a team of portfolio managers, providing investment services to high net worth personal trust, investment agency, retirement and endowment investment portfolios. His previous experience includes: executive vice president and senior director of investments for Wells Fargo Wealth Management, and Wells Fargo-Wachovia merger, as well as chief investment officer for Wachovia’s Wealth Management Business.


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


The Commerce Club
191 Peachtree St NE
Atlanta, GA
United States 30303
CLICK TO VISIT VENUE WEBSITE

CONTACT

HEAD OF PRIVATE WEALTH

Amber Morgan

Program Manager

+1 347-308-7796

Amber.Morgan@marketsgroup.org

HEAD OF PRIVATE WEALTH

Paul Hamann

Head of Private Wealth Group

+1 347-308-7792

Paul.Hamann@marketsgroup.org