17th Annual Family Forum
Please join us for our 17th Annual Family Forum, a half day of educational sessions and financial insights tailored for every generation. Trillium Partners is excited to be back at Capital City Club for this year’s event and have crafted a lineup of topics that address the uncertainty in what lies ahead for the remainder of the year and beyond, including the implications of the outcome of the upcoming presidential election.
Over the past year, we continued to see the lagging impacts of the Fed’s interest rate hikes make their way through global markets. While investors began the year expecting multiple rate cuts, investors today have revised expectations downward and continue to wait for the Fed’s next move. Innovation in technology has been driving this year’s stock market momentum, fueled by the expectations of Artificial Intelligence’s impact on businesses and the labor market. The adoption of digital assets has also seen momentum this year with the SEC’s approval of Bitcoin Spot ETFs and the Financial Innovation & Technology Act making its way through congress with bipartisan support.
In today’s rapidly changing world, understanding the psychology of investing is important to understand how these headlines affect investor behaviors and ensure that any decisions made are done so with emotional clarity and discernment. Families must begin having open and effective conversations around wealth, as we are expected to go through a historic global wealth transfer in the coming years, which can be challenging if heirs are left in the dark.
We look forward to continuing these conversations in July, where we will have subject matter from experts across our industry deliver these insights. Our goal is to bring families and friends together for engaging conversations that help empower individuals to make educated decisions and inspire further conversations. We encourage you to bring those who are important to you, as we look forward to hosting you, your family, and friends.
Education schedule
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8:00 – 8:45 a.m.
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Registration and breakfast
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8:45 – 9:00 a.m.
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UBS opening remarks
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9:00 – 9:50 a.m.
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Morning keynote: Mid-Year Election Outlook
Jennifer Flitton, Head of US Government Affairs, Invesco
Adam Scheiner, CFA®, Senior Portfolio Manager Equities, UBS Global Asset Management
Dominic Schagar, Senior Investment Equity Specialist, UBS Global Asset Management
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10:00 – 10:50 a.m.
Breakout sessions
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Session A
Market Update—Second Half 2024 and Beyond
Shakeel Barkat, CIMA®, Director of Fixed Income Markets, Capital Group
Adam Scheiner, CFA®, Senior Portfolio Manager Equities, UBS Global Asset Management
Dominic Schagar, Senior Investment Equity Specialist, UBS Global Asset Management
Session B
Perspectives on Artificial Intelligence
Chris Darragh, Vice President Americas, Retail Client Business, Goldman Sachs
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11:00 – 11:50 a.m.
Breakout sessions
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Session A
The State of Digital Assets
Kathy Kriskey, Senior Commodity Strategist, Invesco
David Knowlton, CFA®, Head of Product Galaxy Asset Management
Ric Golubov, Vice President, Digital Assets Business Development, Franklin Templeton
Session B
The Psychology of Investing
Michael Graci, AIF, Director, Business Development Consultant, BlackRock
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Noon – 12:30 p.m.
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Lunch
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12:30 – 1:30 p.m.
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Afternoon keynote: Generational Wealth Conversations
Doug Horton, CRPC®, Vice President, Business Development Consultant, MFS Investment Management
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1:30 – 1:45 p.m.
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UBS closing remarks
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Capital City Country Club | 53 W Brookhaven Dr NE, Atlanta, GA 30319
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26 July
, 20248:45 AM - 2:00 PM Eastern
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Family Forum Agenda
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