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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





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financial professional.

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Title *
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Company Type * -- Please select company type Hedge funds Private equity fund
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construction Jurisdiction Consultant Offshore services Law firm Audit
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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





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