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Private Wealth Northern California Forum
KEY DISCUSSION TOPICS
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?
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.
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?
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
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