The 5th Annual Private Wealth Florida Forum is designed to bring together more than 250 attendees including more than 150 leading family offices, Private Banks and HNW wealth managers from across Florida for a day of peer networking and knowledge share. Our agenda will cover asset allocation, alternative investing, asset protection as well as regulatory compliance and an outlook of the financial markets and the 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.
Stuart Parker, President, Chief Executive Officer, PGIM Investments
Mr. Parker is President and Chief Executive Officer of PGIM Investments, a manufacturer and distributor of retail mutual funds sold primarily through third-party distribution channels. Parker is also responsible for the Strategic Investment Research Group, which provides due diligence oversight for third-party investment managers across Prudential’s platforms. Mr. Parker was Executive Vice President, Head of Retail, for both Jennison Associates’ subadvisory relationships and Prudential Investments’ retail distribution of mutual funds and managed accounts. Prior, Mr. Parker spent 14 years at Citigroup Asset Management as head of nonproprietary distribution for its retail and subadvisory business. He also served as national sales director for Citigroup’s private portfolio group—its proprietary separately managed accounts business. He is a board member of the Money Management Institute, Investment Company Institute and Pruco Securities, LLC. He is also President and a director of Prudential Mutual Funds. Mr. Parker earned a Bachelor of Arts degree in History from Rollins College in Florida and a Master of Business Administration degree from Thunderbird, The American Graduate School of International Management, in Arizona.
Nathan Leight, Founder, Terrapin Partners
Mr. Leight is the senior managing member of Terrapin, and the chief investment officer of Terrapin Asset Management. Mr. Leight has over 30 years of experience in asset and hedge fund management, as well as venture capital and private equity investing. Previously, Mr. Leight was the chief investment officer of Gabriel Capital, a hedge fund which specialized in bankruptcies, under-valued securities, emerging markets, private equity and merger arbitrage.
Matthew StormFounding PartnerCV Advisors
Jeff ZipperManaging Director of InvestmentsU.S. Bank
Richard StonePresidentStone Family Office
Jack AblinFounding Principal, Chief Investment OfficerCresset Wealth
Michael BlankChief Executive OfficerHoldun Family Office
Pablo CortesManaging DirectorFinaccess Advisors
Christina WorleyFounder and Managing MemberCastle Wealth Management
Eric TealManaging Investment DirectorU.S. Bank Private Wealth Management
Timothy McCarthyPresident - Caribbean RegionHoldun Family Office
Ira PerlmuterFounder, Head of Family OfficeT5 Equity Partners
Wayne PettwayDirector, Fixed Income StrategySunTrust Bank
Lee BresslerU.S. Head of Capital MarketsMicrosoft
Shalin MadanFounderBodhi Tree Asset Management
Rocio OrtegaPartnerWE Family Offices
Daniel KrausPartnerSilverman Group
Ricardo F. NietoChief Investment Officer and Co-FounderAragon Capital
Marc DePaulChief Financial OfficerPrivate Single Family Office
Benjamin DotySenior Investment DirectorKoss Olinger
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KEY DISCUSSION TOPICS
ECONOMIC, POLITICAL & GLOBAL MARKETS OUTLOOK
Currently, we find ourselves in a positive domestic GDP environment, with optimistic corporate earnings growth, a strong dollar and a volatile stock market. What is to be expected in 2019 and beyond?
EMERGING AND OPPORTUNISTIC ALTERNATIVE INVESTING
Private Equity, Venture, Hedge Funds and other alternatives investments hold appeal for wealthy families. How are wealth managers viewing future allocations as valuations increase and dry powder sits on the sidelines?
FIXED INCOME INVESTMENTS
Global growth remains positive and central banks around the world continue to unwind what has been a very accommodative monetary policy. However, with volatility likely to stay high, investors must continue to do their homework.
EQUITIES AND THEIR IMPACT ON PORTFOLIOS
Huge opportunities remain available for investors considering (I would change “considering” to “making” predictions for 2019. Aside from energy, where are the biggest opportunities? Will ESG be affected as volatility cripples some specific industries?
REAL ASSET AND REAL ESTATE INVESTMENT STRATEGIES
With volatility expected to continue throughout 2019 in public markets, investors with appetite for less risk will be turning to real estate and other real assets investments. Still, finding the best opportunities will require great due diligence and patience.
With competition for clients and assets on the rise, wealth managers need to ensure that their asset allocation strategies address the balance between risk and opportunity.
Complimentary Registration for all qualified investors
MANAGERS & SERVICE PROVIDERS
Rates below reflect the current price for all asset managers and service providers.