The 5th Annual Private Wealth Carolinas Forum was held on 24 September 2026 at the JW Marriott Charlotte in Charlotte, North Carolina, and is Markets Group's closed-door private-wealth forum for the Carolinas region. The organizer's own recap describes a full day of conversations across rates, alternatives, real estate, fixed income, portfolio construction and equities, and states the room was made up of registered investment advisers, family offices, wealth managers and private banks. The recap names four programme voices: LPL Financial's Marc Zabicki opened the investment programme on the macro conversation, WTW's Nimisha Srivastava joined the alternatives discussion that followed, Investors Trust Company's Bob Fontana took on equities later in the afternoon, and Markets Group's Lance Fair conducted the on-the-ground sideline interviews across the day. SCOPE, STATED HONESTLY: this is a US regional private-wealth allocator forum, not a sovereign-wealth or principal-only UHNW congress. The organizer publishes no delegate roster, no attendance count and no session-level delegate list, and this page asserts none — no headcount, no capital figure, no deal. The organizer's own registration page lists the next edition (6th Annual, September 2027, same hotel) at a USD 3,000 list ticket.

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