Private Wealth Management Summit September 2019
Speakers
Chairperson
Todd Benjamin
Former Financial Editor
CNN
Keynote Presentations
Victor Canto, PhD
Chief Economist and Managing Director, Global Portfolio Strategies
Cadinha & Co
Al Zdenek
Executive Vice President
Mercer Advisors
Distinguished Speakers
Gaurav Banga
Chief Executive Officer
Balbix
Sasha Bernier
Senior Vice President
Cheltenham Investments
Rob Brown, PhD, CFA
Chief Investment Officer
Integrated Wealth Concepts, LLC
Laura Mattia, PhD, MBA, CFP
Partner
Stonegate Wealth Management
Ernest Miller
Managing Director
Metis Growth Partners, LLC
Franklin J Parker, CFA
Chief Investment Officer
Bright Wealth Management
John Prescott
Managing Director, Family Office Services
Shepherd Kaplan Krochuk
Tom Rogerson
President and Chief Learning Officer
GenLeg Co., Inc.
Greg Silberman
Chief Investment Officer
ACG Wealth Management
Michael Sluder, CFA
Chief Investment Officer
Synovus Family Office
DJ Van Keuren
Vice President
Monfort Family Office
Panel Discussion
Moderator: Todd Benjamin
Former Financial Editor
CNN
Dan Farrell
Chairman and Chief Executive Officer
Privos Capital
Jerry Olynuk
Senior Vice President and Portfolio Manager
Northland Wealth Management
Timothy Smith
President & Chief Information Officer
Petro Lucrum, Inc.
Casey Verbeck
Managing Director
Veris Wealth Partners
Interactive Roundtable Discussion
Clark Cheng, CFA, FRM
Chief Investment Officer
Merrimac Corp.
Cédric Jacque
Portfolio Manager and Managing Partner
Mensarius AG
Mark Kress
Principal
Arden Advisory
Elaine King, MBA, CFP®
Founder and CEO
Family and Money Matters Institute™
Panayiotis Lambropoulos, CFA, CAIA, FRM
Portfolio Manager
Employees Retirement System of Texas
Darwin Ling
Founder and General Partner
Good AI Capital
Casey Wamsley
Senior Vice President
Infinity Capital Partners
Links
