The Private Wealth Central States Forum is the leading conference for RIAs, family offices and private banks from throughout the region. The forum’s content is developed through hundreds of one-on-one meetings with the high net worth family wealth management community and the program's speaker faculty is primarily comprised of leaders in the sector across Central States.
Our agenda covers asset allocation and protection, equity markets, fixed income, alternative investments, as well as succession planning and an outlook of the financial markets and the global economy. This event is completely closed-door and invitation-only, and it is designed to enable genuine peer-to-peer learning and networking for the regional private wealth community.
Stephen Frohsin PRINCIPAL, PORTFOLIO MANAGER, AND CHIEF COMPLIANCE OFFICER Woodmont Investment Counsel
Stephen Korn Chief Investment Officer Fielder Capital Group
Jay Healy Principal, Managing Director Beacon Pointe
James Haley Managing Director—Private Client Group Dividend Assets Capital
Warren Barnett President Barnett & Company
Eric Teal Managing Investment Director U.S. Bank Private Wealth Management
Stacie Carrabine Director of Portfolio Management Plancorp
Michael Furla Managing Director, Head of Fixed Income The Mather Group
Mark Parker Vice President, Strategic Growth BIP Wealth
Jeff Krumpelman Chief Investment Strategist, Head of Equities Mariner Wealth Advisors
Douglas J. Asiello Strategy Director, Research Analyst Crawford Investment Counsel
Eric Pettway Chief Investment Officer Journey Advisory Group
Please note only corporate email addresses will be accepted only.
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Opening Bell: Financial and Macro-Economic Outlook for the Next 12 Months
At first glance, the investment outlook for the next 12 months seemed to be straightforward. Growth was weak but steady until COVID-19 hit.
How to Best Take Advantage of Opportunistic Alternative Investments
The market foresees an abundance of family offices, post-crisis regulation, technological developments, and macroeconomic shifts in demographics and economic policy. In the wake of COVID-19, market volatility is at an all-time high globally.
Fixed Income: Realistic Expectations and Ways to Enhance Returns
Bond yields and spreads near historic low levels are currently fueled further by the outbreak of COVID-19.
Global and Local Equities and Their Impact on Portfolios
How do advisors navigate slow revenue growth to alleviate the pressure on the equities market?
Evaluating Real Assets and Real Estate Investment Strategies
This panel examines the benefits and the drawbacks of real assets and real estate. With the effects of COVID-19, deal volume is lower across International markets.
Opportunities in the Current Alternative Bucket
As allocations from investors continue to rise into alternative investments, such as private debt, infrastructure and real estate, the session addresses the best ways to access these markets.
The Future of Asset Allocation and Family Governance
With competition for clients and assets constantly increasing, wealth management practices need to ensure that their organizational structures, service models, strategies, products and pricing are positioned to achieve growth, revenue and relationship objectives.
|Early Bird I||1,000||03/04/22|
|Early Bird II||1,300||04/15/22|
|Pre-Event Registration I||1,600||05/27/22|
|Pre-Event Registration II||1,900||07/07/22|