The 5th Annual Private Wealth Midwest Forum is designed to bring together more than 250 attendees including more than 150 leading RIAs, family offices, Private Banks and HNW wealth managers from across the region for a day of peer networking and knowledge share. Our agenda will cover asset allocation, alternative investing, asset protection as well as regulatory compliance and an outlook of the financial markets and the global economy. As this event is completely closed door and invitation only, it has been designed to enable genuine peer-to-peer learning and networking for the local HNW community.
Discussion topics include: - Asset protection
- Succession planning
- Asset allocation
- Alternative investments
- Family governance
- Philanthropic planning
KEYNOTE SPEAKERS | Tom Heneghan, Chief Executive Officer, Equity International (EI)
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 | John W. Rogers JR., Founder, Chairman, Chief Executive Officer, Chief Investment Officer, Ariel Investments
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 | Rick Santelli, On-Air Editor, CNBC
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SPEAKERSChristopher EngelmanManaging DirectorParkside Investments Lincoln EllisHead of Investment Strategy, Global Family OfficeNorthern Trust Lucas MansbergerSenior Manager Selection AnalystGreenleaf Trust Shari Greco ReichesCo-Founder and Chief VisionaryRappaport Reiches Capital Management Jack DwyerPresidentSunpointe Investments Tim BarronChief Investment OfficerSegal Marco Advisors Ben AltmanChief Executive OfficerAltman Advisors Paul NoltePartner, Portfolio ManagerKingsview Asset Management Nat BeebePortfolio Manager, Director of Fixed Income StrategiesUlland Investment Advisors Jacqueline CrowleyManaging DirectorCIBC Private Wealth Management Adam NewellPartnerDiMeo Schneider & Associates Dominick TrapassoPrincipalSummit Trail Advisors Dylan KremerManaging Director of Investment StrategyCresset Capital Christian HviidSenior Investment StrategistWells Fargo Private Bank Peter SengelmannChief Investment OfficerThunn Financial Advisors Eric KaehrPresident, Managing DirectorWarhorse Wealth Advisors Nicholas BreitSenior ConsultantDiMeo Schneider & Associates Joel KressChief Operating OfficerPomona Investment Fund |
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REGISTER NOW AND SAVE 20% off for Canada Mexico Chamber of Commerce members using code: CANMEX20US Managers & Service Providers: $1,500 until 10/31 |
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