Family Office & Private Wealth Management Forum

📅 1/12/2024📍 Newport, Rhode Island, United States (US)
Finance & FinTech

Conference Overview

Sponsors

20

🏢

Speakers

35

🎤

Sponsors (20)

Other Sponsors

Coherus BioSciences
Visit Website →
Vertical Petroleum Industries
CPS Private Client Solutions
The Burgess Group
Parking Vault
Direct Lending

Speakers (35)

KM

Kevin McGovern

Chairman And Chief Executive Officer

McGovern Capital LLC

LL

Lawrence Lindsey

President And Chief Executive Officer

The Lindsey Group

MP

Michael Pompian

Partner and Director of Private Wealth Practice

Conway Investment Research / Sunpointe Investments (MFO)

AE

Abigail E Laufer

Chief Executive Officer

Ferguson Family Office (SFO)

AB

Alan Baron

Managing Director

SS&C Technologies

BH

Bobby Henebry

President & Chief Investment Officer

Elway Capital LLC (SFO)

CP

Carol Pepper

Chief Executive Officer & Founder

Pepper International LLC (MFO)

DS

David Shaffer

Managing Partner

WRCREI

GJ

General James A. 'Spider' Marks

Head Of Geopolitical Strategy

Academy Securities

G'

Gordon 'Grant' Curtis

Executive Director & Chief Investment Officer

CI Investments (SFO)

JG

Jeannette Grabe

Partner

Veritable LP MFO

JN

Joseph Naggar

Chief Executive Officer/Chief Investment Officer

Republic

Conference Details

Event Information

Date:1/12/2024
Location:Newport, Rhode Island, United States (US)

Organizer Contact

💡 Looking for sponsorship opportunities? Our platform provides detailed sponsor contact information and pricing data to help you make informed partnership decisions.