2018-09-13T00:00:00-0400

2018-09-13T00:00:00-0400

3rd Annual Private Wealth Great Plains Forum Minneapolis, MN | September 13, 2018 Request Agenda


The Private Wealth Great Plains Forum is an annual, invitation-only, day-long investor education and professional networking event made available to a select 75 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.


LEAD SPONSORS

PLATINUM SPONSORS

SPONSORS

REQUEST AGENDA

Key Discussion Topics

ASSET PROTECTION:
How can private clients and wealthy families leverage an increasingly specialized and expert industry to protect wealth?

SUCCESSION PLANNING:
Maintaining wealth through generations–maintaining relationships and preparing for changing economic and political environments.

ASSET ALLOCATION:
Diversifying, growing returns, and understanding risk tolerance among private client investors.

ALTERNATIVE INVESTMENTS:
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?

PHILANTHROPIC PLANNING:
Developing a charitable expertise, from the family to the high-end advisor.

PRICING

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.

VENUE


Hyatt Regency Minneapolis
1300 Nicollet Mall
Minneapolis, MN
United States 55403
CLICK TO VISIT VENUE WEBSITE

CONTACT

HEAD OF PRIVATE WEALTH

Cassia Di Roberto

Head of Private Wealth Production & Investor Relations

+1 646-202-1493

Cassia.Diroberto@marketsgroup.org

MARKETING

Karishna Perez

Program Manager / Investor Relations

+1 646-216-8581

Karishna.Perez@marketsgroup.org

PROGRAM MANAGER

Brian Intemann

Program Manager / Investor Relations

+1 347-352-8168

Brian.Intemann@marketsgroup.org

SPONSORSHIP SALES

Tom Mallon

Relationship Manager

+1 212-696-0892

Thomas.Mallon@marketsgroup.org

SPONSORSHIP SALES

Tom Hind

Relationship Manager

+1 347-708-1640

Tom.Hind@marketsgroup.org

SPONSORSHIP SALES

Paul Hamann

Head of Alternatives and Strategic Partnerships

+1 347-308-7792

Paul.Hamann@marketsgroup.org