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The 9th Annual Private Wealth Southern California Forum is a leading conference for RIAs, family offices, and private banks from throughout the region. Its content is developed through hundreds of one-on-one meetings with the high net worth family wealth management community, and the speaker faculty is primarily comprised of leaders in the sector across Southern California. The agenda covers asset allocation and protection, equity markets, fixed income, alternative investments, succession planning, and an outlook of the financial markets and the global economy. This closed-door, invitation-only event is designed to enable genuine peer-to-peer learning and networking for the regional private wealth community.