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Title

Private Wealth Florida Forum

Speaker(s)/Highlights

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

Registration

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.

Request the Agenda
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 karishna.perez@marketsgroup.org 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 |
www.marketsgroup.org

Event Type

Educational

Partner Category

Other

Education Topic

 

Event Region

Americas

CE Credit

0

SER Credit

0

Event Terms

 

All Day Event

 

Recurrence

 

End

9/26/2017 6:10 PM

Date

9/26/2017

Event Manager Email

karishna.perez@marketsgroup.org
Approval Status Approved
 

Attachments

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