San Francisco Professional Events List


Private Wealth Northern California Forum


Date
Apr 27, 2017 - 09:00 AM
Organizer
Markets Group Inc
Location
609, Sutter St

San Francisco,
CA,
USA,
ZIP: 94102
Phone: 415-673-6672

The Private Wealth Northern California Forum is designed to bring together more than 100 capital allocators and wealth managers from the San Francisco Bay area 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.

KEY DISCUSSION TOPICS

ASSET PROTECTION
How can private clients and wealthy families leverage an increasingly specialized and expert industry to protect wealth?

SUCCESSION PLANNING
Maintaining wealth through generations–maintaining relationships and preparing for changing economic and political environments.

ASSET ALLOCATION
Diversifying, growing returns, and understanding risk tolerance among private client investors.

ALTERNATIVE INVESTMENTS
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?

TRENDS & FUTURE OUTLOOK
An update on current market trends and domestic and international economic policy, as well as opportunities for the private client to preserve and grow wealth.

IMPACT INVESTING

 

Sustainable, responsible and impact investing is become more important for investors as they develop and structure their allocations. Why are SRI's becoming more popular now? How should SRI's be structured?



Speaker Details


SPEAKERS

Morris H. NobleSenior Vice President & Senior Investment OfficerNorthern Trust


Christopher ZandPrincipalBrouwer & Janachowski


Justin MillerNational Wealth StrategistBNY Mellon Wealth Management


Justina LaiDirector of Impact InvestingWetherby Wetherby Asset Management


Greg MillerCEO & Co-Chief Investment OfficerWellesley Investment Advisors


Sean Stannard – StocktonPresident and Chief Investment OfficerEnsemble Capital Management


Puneet SahiCo- Chief Investment OfficerPALO|Capital


Helen DietzChief Executive OfficerStanford Investment Group


Keith McWilliamsPartner and Head of the West Coast RegionEvercore Wealth Management


Lisa GoldbergDirector of ResearchAperio Group


Mariia EroshinSenior Vice President and Private Client AdvisorUS Trust


Stephen BiggsPrincipal and Chief Investment OfficerHC Financial Advisors


Matt ShibataManaging Partner and Chief Compliance OfficerMorling Financial Advisors


Kevin GahaganPrincipal anf Chief Investment OfficerMosaic Financial Partners


Brendan ConnaughtonChief Investment Officer and PartnerClearpath Capital Partners


Thomas FrankExecutive Vice PresidentWhittier Trust


Kimberly FossFounder and PresidentEmpyrion Wealth Management


Rick IntraterSenior Managing PartnerVivaldi Capital


Event Categories
Keywords: Economy, Financial




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