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Private Wealth Florida Forum


Annual day-long investor education and professional networking event

Start Time

9/26/2017 7:30 AM

End Time

9/26/2017 6:10 PM


Member Price

Request Agenda - Invite Only

Non-Member Price

Request Agenda - Invite Only

Candidate Price

Request Agenda - Invite Only

Location Info

​Tideline Ocean Resort
2842 S Ocean Blvd
Palm Beach, FL 33480

Event Description


CFA Society South Florida is pleased to announce details of the Private Wealth Florida Forum taking place at the Tideline Ocean Resort in Palm Beach on September 26th.


This is an annual day-long investor education and professional networking event made available to a select 100 executives from the regional high-net-worth and private wealth investor community spanning the Midwest region.


The targeted content provides the most updated education on equity markets, hedge funds, private equity, real estate, metals, succession planning, tax and structuring, private placement life insurance and mutual fund investing.

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Advisory Board Members:
  • Alan McKnight, Chief Investment Officer, Regions Bank
  • James Bertles, Managing Director and Principal, Tiedemann Wealth Management
  • Laura LaRosa, Managing Director, Glenmede
  • Rob Ragsdale, Partner, Balentine
Speakers Include:
  • Britt Whitfield, Regional Chief Investment Officer, Abbot Downing
  • Elliot Dornbusch, Founder and Chief Executive Officer, CV Advisors
  • Colin Hickey, Partner and Senior Investment Analyst, AM Global Family Office
  • Jeff Zipper, Managing Director of Investments, U.S. Bank
  • Michael Blank, Managing Director, Andbank Wealth Management
  • Kimberly Lochridge, Investment Council, Gonzalez Family Office
  • Bob Klosterman, Chief Executive Officer & Chief Investment Officer, White Oaks Wealth
  • Andy Richman, Director of Fixed Income, SunTrust Bank
  • Laura LaRosa, Managing Director, Glenmede
  • Alan McKnight, Chief Investment Officer, Regions Bank
  • Steven Wagner, Chief Executive Officer and Co-Founder, Omnia Family Wealth
The number of managers in attendance is limited to 14 to keep the meeting productive for all and to preserve its intimate, high quality atmosphere.
If you would like an invitation to the Forum, please email to discuss ways you and your firm can get involved in the program.
Request the Agenda

Conference Partner:


Markets Group
10 W 37th St., FL 7, New York, NY 10018
Tel: +1 646-216-8581 |

Event Type


Partner Category


Education Topic


Event Region


CE Credit


SER Credit


Event Terms


All Day Event





9/26/2017 6:10 PM



Event Manager Email
Approval Status Approved


Content Type: MyCFA Calendar
Created at 7/12/2017 9:32 PM by Ursula Auger
Last modified at 7/12/2017 9:38 PM by Ursula Auger