Markets Group: Over 200 C-level wealth management leaders will meet in New York City this April

Feb 19, 2016, 09:00 ET from Markets Group

NEW YORK, Feb. 19, 2016 /PRNewswire/ -- Markets Group will host the Annual Private Wealth US Forum, a two-day meeting of the country's leading Chief Executive Officers, Chief Investment Officers, Chairmen, Managing Partners and Chief Investment Strategists.

Taking place on April 6-7 in NYC, this closed door, intimate gathering provides a peer based platform where the private wealth management industry's leading figures share their views on the global and US markets, debate their predictions and set trends that will shape the future of the industry. Attended by senior delegates, the Forum is the center of a week-long ecosystem of investor meetings, VIP dinners and high-level networking events.

To download the latest agenda visit the Private Wealth US Forum website.

Speakers include:

Ronald S. Baron, CEO, CIO, Portfolio Manager, Trustee, Baron Capital

Thomas H. Lee, President, Lee Equity Partners

Michael Lee-Chin, Founder & Chairman, Portland Holdings Inc.

Bob Browne, Executive Vice President & Chief Investment Officer, Northern Trust

Steven Wieting, Global Chief Investment Strategist, Citi Private Bank      

Jack Ablin, Executive Vice President & Chief Investment Officer, BMO Private Bank

David Jallits, Chief Investment Officer, Signature Family Wealth Advisors

Robert Matthews, Chief Executive Officer, Fieldpoint Private

Katherine B. Lintz, Founder and Chief Executive Officer, Matter Family Office

Michael Zeuner, Managing Partner, WE Family Offices

Ernest Dawal, Chief Investment Officer, SunTrust Banks & GenSpring Family Offices

Sponsors include:

Henley & Partners, Madison Realty Capital, Mercury Capital Advisors, NewOak Asset Management, Principal Global Investors, Private Wealth Systems, Resource Real Estate (RRE), Schroders and The Walton Group of Companies (Walton).

If your firm is interested in participating, contact Maria Tatis at +1 646-202-9436 or maria.tatis@marketsgroup.org.

About Markets Group:

Markets Group is an executive forum organizer with a track record of 200+ conferences in over 20 countries. Founded in 2009 in New York, NY, the firm has grown into one of the largest and most successful conference organizers in the Americas with over 65 professionals operating out of our headquarters in Midtown Manhattan. Markets Group has successfully executed events in North America, South America, Europe, the Middle East and Asia. Additionally, Markets Group was recently named one of America's 5000 fastest-growing private companies by Inc. Magazine and distinguished as the #1 conference organizer and #1 financial services firm based in NYC.

SOURCE Markets Group



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