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.
Why do I need to enter my corporate email address?
By using your corporate email address, we can verify that you are a registered financial professional.
|Early Bird I||1,500 USD||01/13/23|
|Early Bird II||1,900 USD||03/10/23|
|Pre-Event Registration I||2,200 USD||05/12/23|
|Pre-Event Registration II||2,600 USD||07/10/23|
|Event Registration||3,000 USD||08/23/23|