Private Wealth Central States Forum in Nashville
The Private Wealth West 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 the west coast.
Managing Partner and CIO, Adam Hagfors, presented on a panel with fellow peers titled, “Seizing the Day: Taking Advantage of Alts”, which reflected on changes within the wealth management industry and how alternative investments can play a role going forward.
Additionally, Adam and Kelsie Blalock, Head of Investor Relations & Business Development, hosted a roundtable session titled, "Lending Solutions to Attract New Ultra High Net Worth Clients", with a focus on how Silverview Credit can help investment advisors grow assets under management by solving their target clients' borrowing needs.