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2022-04-06T00:00:00-0400

2022-04-06T00:00:00-0400


3RD ANNUAL PRIVATE WEALTH DC METRO FORUM WASHINGTON D.C. | APRIL 6, 2022 REQUEST
AGENDA

3RD ANNUAL PRIVATE WEALTH DC METRO FORUM
 * OVERVIEW
 * SPEAKERS
 * SPONSORS
 * AGENDA
 * VENUE
 * CONTACT
 * REGISTER
 * REQUEST AGENDA








The 3rd Annual Private Wealth DC Metro Forum is the leading conference for
family offices, high net worth wealth managers and private banks. The forum’s
content was developed through hundreds of one-on-one meetings with the HNW
family wealth management community and the program's speaker faculty is
primarily comprised of leaders in the sector from across Maryland, Delaware, and
Virginia.  

Our agenda covers asset allocation and protection, equity markets, fixed income,
alternative investments, as well as succession planning, and an outlook of the
financial markets and the global economy. This event is completely closed-door
and invitation-only, and it is designed to enable genuine peer-to-peer learning
and networking for the regional private wealth community.









PAST SPEAKERS

Rick Vollaro Chief Investment Officer, Managing Partner Pinnacle Advisory Group

Steven Skancke Chief Economic Advisor Keel Point



Dmitriy Katsnelson Chief Investment Officer Bronfman Rothschild



Jay Jordan Investment Management Director Heritage Wealth Advisors




Lisa Kirchenbauer President Omega Wealth Management

Rob Klingensmith Managing Director PBMares Wealth Management





Ron Madey Chief Investment Officer, Chief Executive Officer Wealthcare Capital
Management

Stephen Freilich Director, Fixed Income Strategies SunTrust Bank




Katrina Lamb Director of Investment Strategy and Research MV Financial



Noah Greenbaum Partner, Director of Investments Canal Capital Management



Rohit Punyani Chief Investment Officer United Wealth Management

Stephen Berardi Family Wealth Advisor PagnatoKarp






Matthew Gelfand Managing Director, Senior Economist, Senior Investment Advisor
Rockefeller Capital Management

Alex Shen Director of Research The Burney Company



Tom Bonvissuto Chief Investment Officer Financial Consulate



Nir Kaissar Managing Member Unison Advisors




Mark Martiak Vice President, Senior Wealth Strategist Premier Wealth Advisors

Michael Persinski Managing Director, Head of Investments East Region Citi
Private Bank






PLATINUM SPONSORS




GOLD SPONSORS




SPONSORS





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construction Jurisdiction Consultant Offshore services Law firm Audit
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KEY DISCUSSION TOPICS

Opening Bell: Financial and Macro-Economic Outlook for the Next 12 Months

At first glance, the investment outlook for the next 12 months seemed to be
straightforward. Growth was weak but steady until COVID-19 hit.

How to Best Take Advantage of Opportunistic Alternative Investments

The market foresees an abundance of family offices, post-crisis regulation,
technological developments, and macroeconomic shifts in demographics and
economic policy. In the wake of COVID-19, market volatility is at an all-time
high globally.

Fixed Income: Realistic Expectations and Ways to Enhance Returns

Bond yields and spreads near historic low levels are currently fueled further by
the outbreak of COVID-19.

Global and Local Equities and Their Impact on Portfolios

How do advisors navigate slow revenue growth to alleviate the pressure on the
equities market? 

Evaluating Real Assets and Real Estate Investment Strategies

This panel examines the benefits and the drawbacks of real assets and real
estate. With the effects of COVID-19, deal volume is lower across International
markets.

Opportunities in the Current Alternative Bucket

As allocations from investors continue to rise into alternative investments,
such as private debt, infrastructure and real estate, the session addresses the
best ways to access these markets.

The Future of Asset Allocation and Family Governance

With competition for clients and assets constantly increasing, wealth management
practices need to ensure that their organizational structures, service models,
strategies, products and pricing are positioned to achieve growth, revenue and
relationship objectives.




PRICING

Early Bird I 1,000 12/05/21 Early Bird II 1,300 01/02/22 Pre-Event Registration
I 1,600 01/30/22 Pre-Event Registration II 1,900 03/06/22 Event Registration
2,200 04/07/22

REGISTER NOW



VENUE

District Winery
385 Water St SE

Washington, DC





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District Winery
385 Water St SE
Washington, DC
20003
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+1 212-804-6220

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+1 347-778-2568

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MEDIA PARTNERSHIPS

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