The Private Wealth Great Plains Forum is an annual, invitation-only, day-long investor education and professional networking event made available to a select 100 people from the regional high-net-worth and private wealth investor community spanning Iowa, Kansas, Minnesota, Missouri and Nebraska.
Our Private Wealth team has collaborated with local family offices, leading private banks, and top-ranked RIAs in the region in order to identify industry trends, create relevant content, secure expert speakers and deliver a forum agenda as unique as the Great Plains private wealth community.
Robert Klesfsaas President All Star Financial
Ben Oehler Retired Chief Executive Officer Waycrosse
John De Clue Chief Investment Officer US Bank
David Kuenzi Founder and Partner Thun Financial Advisors
Barbara Hauser Board Member Pitcairn Family Office
James Ulland Founder Ulland Investment Advisors
Mark Berger Chief Economist Berger Financial Group
Richard Baldwin Managing Director Baldwin Wealth Management
Jason Kirchoff Senior Investment Analyst Fiduciary Counselling Inc.
Peter Lazaroff Chief Investment Officer Plancorp
Mark Moeller Managing Director of Investments Ascent Private Capital Management
Regan Ervin Chief Operating Officer Sterneck Capital Management
David Dankmyer Partner Matter Family Office
Paul Hassebroek Partner and COO Valiant Wealth
Frank Kunik Vice President Next Generation Wealth Management
Greg Stalsberg Chief Investment Officer Ryan Financial Group
Joe Rorke Regional Chief Investment Officer Abbot Downing
Joe Schwarz Founding Principal Schwarz Dygos Wheeler Investment Advisors
Please note only corporate email addresses will be accepted only. If you have any questions or problems registering, please contact us.
How can private clients and wealthy families leverage an increasingly specialized and expert industry to protect wealth?
Maintaining wealth through generations–maintaining relationships and preparing for changing economic and political environments.
Diversifying, growing returns, and understanding risk tolerance among private client investors.
Private Equity, Hedge Funds, Real Estate, Commodities and esoteric asset classes all hold appeal for wealthy families–how do we demystify allocations outside the traditional markets?
Developing a charitable expertise, from the family to the high-end advisor.
|Sponsorship is only available upon invitation and Markets Group reserves the right to refuse sponsorship from any organization or individual deemed by Markets Group to be incompatible with the event. Markets Group forum sessions are closed to all media/press and video/audio recording is explicitly prohibited within the venue.|