WealthTech
Annual Real Estate Family Office and Private Wealth Management Forum (West)
The Annual Real Estate Family Office and Private Wealth Management Forum is set to take place at the exquisite Monarch Beach Resort in Dana Point, United States, from June 3 to June 4, 2027.
The essentials
Event details
- Dates
- 3 June 2027 to 4 June 2027
- Organiser
- Informa Group PLC
- Expected attendance
- 108
- Industry
- WealthTech
Agenda themes
Topics covered
- Building & Construction
- Real Estate & Property
On stage
Speakers
- Cyril Rocoffort, Senior VP, Starwood Capital Group
- Asheel Shah, Senior Managing Director, Head of Real Estate Development, EJF Capital
- Mark Tronstein, Senior Managing Director, Andell Holdings
- Anthony Bennett, Premier Affordable Housing Fund LLC
- Jonathan Tao, CIM Group
- Jeffrey Cicurel, Managing Director, Capital Markets, Jones Lang LaSalle (JLL)
- Jay Kerner, Chief Executive Officer, U.S. Realty Partners, Inc
- Natalie Do, Head of Family Office, Private Client Group, Western Alliance Bank
Logistics
Where to stay
Places to stay near the venue.
Waldorf Astoria Monarch Beach
1 Monarch Beach Resort, Dana Point, 92629
The Ritz-Carlton, Laguna Niguel
One Ritz-Carlton Drive, Dana Point, 92629
Keep planning
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