SHARING OUR INSIGHTS

BRIDGE alts: An Educational Alternatives Conference for the Wealth Advisor Community, Downtown Philadelphia

calendar_todayJuly 30, 2019

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 Wealth Advisors Click here to REGISTER NOW! 

PPB Capital Partners is pleased to host its first annual alternatives conference on October 3, 2019, located in downtown Philadelphia.  Wealth advisors will travel in from across the country, with the largest audience of firms based in the Mid-Atlantic region, spanning from Boston to Virginia. This one-day conference boasts a robust schedule of seven carefully crafted sessions, aimed at empowering advisors with the answers to the most pressing questions in the Alternative Investment asset class.

Engaging Topics Presented by Exceptional Talent  

PPB designed the BRIDGEalts conference agenda to ensure the most effective use of a content-packed day.  A critical component of developing the guest speaker line-up was creating a strong foundation of industry leaders, who could approach the topics educationally, not product-driven. As Brendan Lake, Founder|President|CEO shares, “There is an organic need for these topics, a chance for wealth advisors to hear from the most talented and engaging thought leaders, the best in the industry.”  

Moderating two of the seven sessions, BRIDGEalts welcomes Christopher Addy, President|CEO, Castle Hall Diligence,“Sharing information and exchanging ideas is one of the most fruitful activities for industry leaders. Bringing together a regional, national, and indirectly, global audience, the conference will address critical questions from the wealth advisor community. It is a pleasure to participate amongst this talented line-up of speakers and moderators. I anticipate a lot of energy and a lot of great questions in the room that day.”

Reinsurance  “The Impact of Climate Change & Hurricanes “ with Stephen Velotti, CEO | CIO, Pillar Capital Management; Interviewer: Frank Burke, Chief Investment Strategist, PPB Capital Partners

Private Placement Life Insurance “Solutions for Tax Efficiency & Asset Allocation”  Karen Halliday, Principal, Dalkeith Group; Todd Steinberg, Partner | D.C Trusts & Estates Practice Leader, Loeb & Loeb, LLP; Moderator:  Ann Marie Liotta, U.S. Wealth Strategist, Cohn Financial Group

US Credit  “Investing in a Late Stage Cycle” with Laurence Gottlieb, Chairman and CEO, Fundamental Advisors, David Martin, Managing Director, Mariner Investment Group; Jeffrey Baevsky, Executive Senior Managing Director, Greystone & Co.; Moderator: Christopher Addy, President | CEO, Castle Hall Diligence

Impact Investments “Driving Change for Tomorrow” with Jennifer Kenning, CEO | Co-Founder, Align Impact; Interviewer: Adam Landau, Co-CEO | CIO, Permit Capital Advisors

KEYNOTE: Blockchain “#Get Off Zero! Why Advisors MUST Have Blockchain Exposure” with Mark Yusko, CEO | Chief Investment Officer “,  Morgan Creek Capital

Private Real Estate “The Current State: Overvalued?” with Jason Danley, Chief Operating Officer, Peak Capital Partners; Todd Sammann, Executive Managing Director | Head of Credit Strategies, CBRE Global Investors; Moderator: Jonathan Gerber, Head of Real Estate Private Capital Markets, UBS

Opportunity Zones “The Hysteria of Misconception” with John Grady, Partner, Alternative Investments, Practus, LLP & Past President of ADISA (The Alternative & Direct Investment Securities Association); Interviewer: Christopher Addy, President | CEO, Castle Hall Diligence

Master of Ceremonies: Brian Shapiro, Communication Specialist, Author & Keynote Speaker; Affiliated Faculty, University of Pennsylvania, Organizational Dynamics; Instructor, Wharton School of Business Communication Program

REFRESHMENTS, LUNCH, RECEPTION & NETWORKING

FOR MORE INFORMATION, please contact advrel@ppbadvisors.com, or call our Advisor Relations team at 484.278.4017.
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