13 May Gratus Capital’s Todd Jones to Moderate Private Wealth Southeast Forum Panel
Gratus Capital Director of Investments Todd Jones
Todd Jones, MBA, CAIA®, Director of Investments at Gratus Capital, will serve as a moderator at the 5th Annual Private Wealth Southeast Forum hosted by Markets Group in Atlanta, Georgia, on Tuesday, May 14, 2019.
Todd will lead a panel discussion titled Opening Bell: Economic, Political, Social & Global Market Outlook featuring leaders from several Southeast wealth management firms. Panelists will discuss the various factors that could affect their global investment and business decisions related to operating a wealth management organization.
This annual meeting of regional RIAs, private banks, and family offices at Buckhead Club brings together more than 75 wealth managers and capital allocators from Alabama, Georgia, North Carolina, South Carolina, and Virginia.
As a closed-door, invitation-only event, the Private Wealth Southeast Forum provides a platform for peer-to-peer knowledge sharing and networking opportunities for the high net worth (HNW) wealth management regional community.
The single-day agenda will cover asset allocation, wealth management, alternative investing, private client management, asset protection, wealth accumulation, and legacy planning, as well as regulatory compliance and the global market outlook.
As Director of Investments, Todd Jones, MBA, CAIA®, oversees and directs Gratus Capital’s investment platform, which encompasses, strategies in equities, fixed income, derivatives, and alternatives. He also serves as the portfolio manager for the firm’s value-oriented mutual fund.
About Markets Group
Markets Group is an executive forum organizer with a track record of 300+ conferences in over 20 countries. Founded in 2009 in New York, Markets Group has grown into one of the largest and most successful conference organizers in the financial services sector, with over 75 professionals operating out of the US and Europe.
About Gratus Capital, LLC
Gratus Capital is a consultative wealth manager focused on serving successful individuals, families, foundations, endowments, and other institutions nationwide. We offer comprehensive financial planning and active portfolio management. Clients benefit from having a dedicated team focused on providing invaluable counsel, recommending intelligent, custom solutions, and upholding fiduciary standards. Contact us today to learn how we can help you reach your financial goals.