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.
Mr. Jallits is responsible for leading the firm’s portfolio management and research team. Prior to joining Signature, David was with Cambridge Associates, where he held a variety of positions within the firm, culminating in his position as Managing Director and Head of Global Investment Research. Prior to this, David served as Cambridge Associates’ head of the investment advisory practice in their Arlington, VA office. In 2014, he was named Hedge Fund Consultant of the Year by Institutional Investor Magazine. David is a member of the Board of Trustees for the College of William & Mary Foundation and serves on the Investment Committee at Swarthmore College. David has a BS from the University of Illinois at Urbana-Champaign in Finance with a concentration in Economics.
David Jallits Chief Investment Officer Signature Family Wealth Advisors
Evan Ratnow Head of Fund Selection Citi Private Bank
Jonathan Barbato Head of Manager Selection Geller Family Office Services
Jack Ablin Executive Vice President and Chief Investment Officer BMO Private Bank (US)
Lex Zaharoff Principal and Senior Wealth Advisor HTG Investment Advisors Inc
Karim Ahamed Partner HPM Partners LLC
Jim Pratt-Heaney Founding Partner, Chief Investment Officer LLBH Private Wealth Management
David Aaron Co-Chief Executive Officer, Chief Investment Officer EMM
Michael Tiedemann Chief Executive Officer and Chief Investment Officer Tiedemann Wealth Management
Jenny Van Leeuwen Harrington Chief Executive Officer, Portfolio Manager Gilman Hill Asset Management
David Herritt Managing Director GenSpring Family Offices
Kate Huntington Managing Director, Research Athena Capital
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
Jack Salzman Senior Managing Partner Kings Point Capital Management
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