The Private Wealth Tri-State Forum is designed to bring together more than 100 capital allocators and wealth managers from New York, New Jersey and Connecticut 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.
David Jallits Chief Investment Officer Signature Family Wealth Advisors
Evan Ratnow Head of Fund Selection Citi Private Bank
Jack Ablin Executive Vice President and Chief Investment Officer BMO Private Bank (US)
Karim Ahamed Partner HPM Partners LLC
Jonathan Barbato Head of Manager Selection Geller Family Office Services
Kate Huntington Managing Director, Research Athena Capital
David Romhilt Founding Partner, Chief Investment Officer Summit Trail Advisors
Jim Pratt-Heaney Founding Partner, Chief Investment Officer LLBH Private Wealth Management
Lex Zaharoff Principal and Senior Wealth Advisor HTG Investment Advisors Inc
David Aaron Co-Chief Executive Officer, Chief Investment Officer EMM
Jenny Van Leeuwen Harrington Chief Executive Officer, Portfolio Manager Gilman Hill Asset Management
David Herritt Managing Director GenSpring Family Offices
Michael Tiedemann Chief Executive Officer and Chief Investment Officer Tiedemann Wealth Management
Lori Van Dusen Founder LVW Advisors
Mark Friedenthal President and Chief Investment Officer Friedenthal Financial
Donald Chambers Chief Investment Officer Biltmore Capital Advisors
Lynn Evans President and Chief Executive Officer Northeast Financial Consultants, Inc
Kaushal “Ken” Majmudar Chief Investment Officer Ridgewood Investments
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