A one day meeting of the largest family offices, private banks, and registered investment advisors based in Southern California. The event provides an educational overview of both asset allocation and asset protection strategies for the private client intermediary.
Sandip Bhagat Chief Investment Officer Whittier Trust Company
Arun Bharath Chief Investment Strategist Bel Air Investment Advisors
Charles Rodgers Regional Chief Investment Officer Abbot Downing
Larry Tekler Managing Director and Western Region Head of Investments Citi Private Bank
Richard Ward Western Region Head - Investment Solutions Group Deutsche Asset & Wealth Management
Ben Durrant Chief Investment Officer The Strand Partners
Chad Bollenbach Vice President CanterburyConsulting
Dick Pfister Chief Executive Officer & President AlphaCore Capital
Douglas Foreman Chief Investment Officer Kayne Anderson Rudnick Wealth Advisors
Drew Freides Managing Director UBS Private Wealth Management
Duncan Rolph Managing Partner Miracle Mile Advisors
Eldon Dryden Pence Founder & Chief Investment Officer Pence Wealth Management
Jessica Bulen Managing Director, Head of Investments – Southern California JPMorgan Private Bank
Jeremy S. Lurey Chief Executive Officer and Chief Architect Plus Delta Consulting
Joseph Tanious Principal and Investment Strategist Bessemer Trust
Lachlan McLean Senior Vice President Oakmont Corporation
Mark Tronstein Managing Director, Real Estate Andell
Ned Brines Chief Investment Officer CitizensTrust
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.|
Head of Private Wealth Group