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Submitted URL: https://r20.rs6.net/tn.jsp?f=001xn06AWbS8R3uvkZW8ZfgWt9hoa32Iq4gdPVyqK80-TPS6vTBoytLyXOTxcR9XmwtsBGxHCEO5dtyrY12OWBZ...
Effective URL: https://www.marketsgroup.org/forums/private-wealth-florida-forum-2023
Submission: On October 26 via manual from SG — Scanned from DE
Effective URL: https://www.marketsgroup.org/forums/private-wealth-florida-forum-2023
Submission: On October 26 via manual from SG — Scanned from DE
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Text Content
Toggle navigation * * FORUMS * ALTERNATIVES FORUMS * INSTITUTIONAL FORUMS * REAL ESTATE FORUMS * PRIVATE EQUITY FORUMS * PRIVATE WEALTH FORUMS * RESPONSIBLE INVESTMENT FORUMS * ABOUT * EXPERTISE * HISTORY * CAREERS * NEWS * TEAM * PRESS * CONTACT * OVERVIEW * SPEAKERS * SPONSORS * AGENDA * VENUE * CONTACT * REQUEST AGENDA 2023-03-16T00:00:00-0400 2023-03-16T00:00:00-0400 8TH ANNUAL PRIVATE WEALTH FLORIDA FORUM PALM BEACH | MARCH 16, 2023 REQUEST AGENDA 8TH ANNUAL PRIVATE WEALTH FLORIDA FORUM * OVERVIEW * SPEAKERS * SPONSORS * AGENDA * VENUE * CONTACT * REGISTER * REQUEST AGENDA The 8th Annual Private Wealth Florida Forum is the leading conference for RIAs, family offices, and private banks throughout the region. The forum’s content is developed through hundreds of one-on-one meetings from within the high-net-worth family wealth management community. The program's speaking faculty is primarily comprised of Florida based leaders in the sector. Our agenda covers asset allocation and protection, equity markets, fixed income, alternative investments. Along with, succession planning and an outlook of the financial markets and global economy. This event is completely closed-door and invitation-only. It is designed to enable genuine peer-to-peer learning and networking for the regional private wealth community. Advisory Board Samira Salman, Chief Operating Officer, Heathside Ventures Carina Diamond, Chief Experience Officer, Dakota Wealth Management Tommy Mayes, Managing Director & Executive Advisor, SunGate Capital Mike Schiff, Managing Director, Klingenstein Fields Advisors PAST KEYNOTE SPEAKER Catherine Wood, Chief Executive Officer, Chief Investment Officer, ARK Investment Management Cathie registered ARK Investment Management LLC (“ARK”) as an investment adviser with the U.S. Securities and Exchange Commission in January 2014. With over 40 years of experience identifying and investing in innovation, Cathie founded ARK to focus solely on disruptive innovation while adding new dimensions to research. Through an open approach that cuts across sectors, market capitalizations, and geographies, Cathie believes that ARK can identify large-scale investment opportunities in the public markets resulting from technological innovations centered around DNA sequencing, robotics, artificial intelligence, energy storage, and blockchain technology. As Chief Investment Officer (“CIO”) and Portfolio Manager, Cathie led the development of ARK’s philosophy and investment approach and has ultimate responsibility for investment decisions. Cathie has been recognized as an influential fund manager across various outlets. In 2018, editors at Bloomberg acknowledged Cathie by selecting her to its second annual Bloomberg 50 list of people across business, entertainment, finance, politics, technology, and science who have defined global business. Additionally, Fortune named Cathie to its exclusive roundtable of experts in the annual Fortune Investors Guide: The Best Investing Advice for 2019 From Fortune’s Experts. In 2016, Cathie received the “Women in Finance – Outstanding Contribution Award” from Market Media. Cathie also has been a featured speaker at the World Economic Forum (China) in 2016 & 2017, the World Strategic Forum (Miami) in 2017, The Sohn Hearts and Minds Investment Leaders Conference (Australia) in 2018 and 2019, and Singularity University’s Exponential Finance in 2017 and Global Summit in 2019. PAST SPEAKERS Santiago Ulloa Founder & Managing Director W.E. Family Offices Avy Stein Founder & Co-Chairman Cresset Capital Carina Diamond Chief Experience Officer Dakota Wealth Management Jennifer Murtie Partner and Head of High Net Worth Practice Ballentine Partners Michael Firestone Managing Partner Fire Capital Management Michael Schiff Managing Director Klingenstein Fields Advisors Shane Morrow Managing Partner Ironbridge Wealth Management Shari Greco Reiches Co-Founder and Chief Visionary Rappaport Reiches Capital Management Jeff Zipper Managing Director of Investments U.S. Bank Ricardo F. Nieto Chief Investment Officer and Co-Founder Aragon Capital Cliff Oberlin Founder, Chairman and Chief Executive Officer Oberlin Wealth Partners Charles Krusen Founder and Chief Executive Officer Krusen Capital Management PLATINUM SPONSORS SPONSORS REQUEST AGENDA Please note only corporate email addresses will be accepted only. Why do I need to enter my corporate email address? By using your corporate email address, we can verify that you are a registered financial professional. First Name * Last Name * Email * Phone * Title * Company * Company Type * -- Please select company type Hedge funds Private equity fund Placement agent Investment bank Immigration Rating agency Energy / infra / construction Jurisdiction Consultant Offshore services Law firm Audit Hospitality / developer / commercial services Technology Fund administrator Real estate Asset manager Insurance Other Yes, I'd like to view the agenda. By submitting an email, I agree to receive emails from Markets Group. KEY DISCUSSION TOPICS Opening Bell: The Next 12 Months at a glance A Top thinkers and chief investment officers in the private wealth space share their investment views about current US asset allocation strategies and their projected macroeconomic outlook for the next 12 months. From Real Estate to Real Assets: Seeking the Best Opportunities This panel examines key opportunities and challenges of investing in real assets and real estate. Alternatives - Time to Shine With traditional stocks and bonds both facing losses this year, which alternatives offer the most meaningful diversification and how can the best managers be sourced? The Equity Equation: Evaluating Impact on Portfolios The growth of the US, global economy, and inflation are highly uncertain. This panel will endeavor to answer how those in private wealth can build an all-weather equity portfolio and answer more crucial questions. Fixed Income: Trends Shaping Today's Landscape Inflation is at its highest rate in four decades. The Federal Reserve may continue to raise rates. Given this precarious moment in time, investors are left wondering if the 60/40 portfolio is still viable, considering correlations between stocks and bonds. New Ways to Invest in Non-Traditional Assets - Reshaping Our Thinking The prominence of alternative investments in portfolios has risen dramatically due to an increase in opportunistic returns. The Rise of M&A Activity in Private Wealth Industry The M&A trend in wealth management is here to stay as the industry continues to consolidate. Key factors such as a compelling need to stay competitive and to keep up with compliance and technology developments are on the rise. Additionally, many advisory practices are looking for a succession plan that is also driving the trend forward. For those who have made the decision to move forward with an acquisition, the panel will tackle the concept of: 'what now?' PRICING 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. REGISTER NOW VENUE Zum Verschieben drückst du die Pfeiltasten entsprechend. PGA National Resort 400 Ave of the Champions Palm Beach Gardens, Florida USA ←Nach links→Nach rechts↑Nach oben↓Nach unten+Heranzoomen-HerauszoomenPos1Um 75 % nach linksEndeUm 75 % nach rechtsBild aufUm 75 % nach obenBild abUm 75 % nach unten Karte * Gelände Satellit * Beschriftungen Kurzbefehle KartendatenKartendaten © 2022 Kartendaten © 2022 500 m Nutzungsbedingungen Fehler bei Google Maps melden PGA National Resort 400 Ave of the Champions Palm Beach Gardens, Florida USA 33418 CLICK TO VISIT VENUE WEBSITE CONTACT SPONSORSHIP OPPORTUNITIES & REGISTRATION +1 212-804-6220 Sales@marketsgroup.org ALLOCATOR ATTENDANCE +1 347-778-2568 IR@marketsgroup.org MEDIA PARTNERSHIPS +1 212-600-8631 John.Zajas@marketsgroup.org Copyright © 2022 Markets Group | Terms & Conditions | Privacy Policy ShareThis Copy and Paste