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10TH ANNUAL PRIVATE WEALTH
MID-ATLANTIC FORUM
Villanova | November 12, 2025
The 10th Annual Private Wealth Mid-Atlantic Forum is the leading conference for RIAs, family offices and private banks from throughout the region. The forum’s content is developed through hundreds of one-on-one meetings with the high net worth family wealth management community and the program's speaker faculty is primarily comprised of leaders in the sector across Delaware, Maryland, Pennsylvania and DC.
Our agenda covers asset allocation and protection, equity markets, fixed income, alternative investments, as well as succession planning and an outlook of the financial markets and the global economy. This event is completely closed-door and invitation-only, and it is designed to enable genuine peer-to-peer learning and networking for the regional private wealth community.
INVESTORS: Complimentary Registration for all qualified investors. Email IR@marketsgroup.org for more information on obtaining a complimentary ticket or speaking opportunities.
MANAGERS & SERVICE PROVIDERS: Please click below to see the current price for all asset managers and service providers.
KEY DISCUSSION TOPICS
Top thinkers and chief investment officers in the private wealth space share their investment views about current US asset allocation strategies and their projected macroeconomic outlook for the next 12 months.
Experts take the stage to help navigate the market, allocate investments across different equity sectors and build an equity portfolio to weather the storm.
This panel brings together leading alternative investors and allocators to address risks and opportunities, manager selection and much more.
Join our panel of experts as they examine real estate and real asset investment strategies, trends, and risks for the year ahead.
As the fed approaches what could be the peak in its rate-hike cycle and inflation poses a challenge to the traditional stock-bond portfolio, where can investors find the most attractive opportunities?
The wealth management industry is forever transforming, and investors will need to evolve their practices to stay ahead of the curve and their competitors to suit the needs to high-net-worth-clients.
