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Title

5th Annual Private Wealth Florida Forum

Speaker(s)/Highlights

125+ wealth managers and service providers

Start Time

8/21/2019 8:00 AM

End Time

8/21/2019 5:00 PM

Registration


ALLOCATORS: COMPLIMENTARY

MANAGERS & SERVICE PROVIDERS: $1,500**

**20% off for members of CFA Society South Florida**​​

Member Price

See event website for details

Non-Member Price

See event website for details

Candidate Price

See event website for details

Location Info

​​Four Seasons Palm Beach
2800 S Ocean Blvd
Palm Beach, FL 
United States 33480

Event Description

Join us August 21st in Palm Beach
 
 
The 5th Annual Private Wealth Florida Forum is designed to bring together 125+ allocators and wealth managers from across the state for a day of networking and panel discussions. Taking place on August 21st in Palm Beach, this is an excellent occasion to network and exchange ideas about the latest trends in the industry with prominent leaders from throughout the state.

The one-day meeting will provide updated peer education on asset allocation, wealth management asset protection, succession planning, private client management, tax, trust and estate planning.

Contact us if you are interested in sponsoring or learning about ways to get involved.
REGISTER NOW AND SAVE
ALLOCATORS: COMPLIMENTARY
MANAGERS & SERVICE PROVIDERS: $1,500**
**20% off for members of CFA Society South Florida**
Keynote SPEAKERS INCLUDE:
Stuart Parker , President, Chief Executive Officer, PGIM Investments
Nathan Leight , Founder, Terrapin Partners

SPEAKERS INCLUDE:
Matthew Storm , Founding Partner, CV Advisors
Rick Stone , President, Stone Family Office
Jeff Zipper , Managing Director of Investments, U.S. Bank Private Wealth Management
Jack Ablin , Founding Principal, Chief Investment Officer, Cresset Wealth
Wayne Pettway , Director of Fixed Income Strategies, SunTrust Bank
Pablo Cortes , Managing Director, Finaccess Advisors
Christina Worley , Founder and Managing Member, Castle Wealth Management
Eric Teal , Chief Investment Officer, Managing Partner, Queens Oak Advisors
Ira Perlmuter , Founder, Head of Family Office, T5 Equity Partners

Event Type

Society

Partner Category

Other

Education Topic

 

Event Region

Americas

CE Credit

0

SER Credit

0

Event Terms

​See event's website for details

All Day Event

 

Recurrence

 

End

8/21/2019 5:00 PM

Date

8/21/2019

Event Manager Email

 
Approval Status Approved
 

Attachments

Content Type: MyCFA Calendar
Created at 7/8/2019 6:14 AM by 38
Last modified at 7/8/2019 6:17 AM by 38