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.
David Dankmyer Partner Matter Family Office
Mark Moeller Managing Director of Investments Ascent Private Capital Management
David Webb Chief Investment Officer The Johnston Group
Greg Stalsberg Chief Investment Officer Ryan Financial Group
James Ulland Founder Ulland Investment Advisors
David Kuenzi Founder and Partner Thun Financial Advisors
Ken Bower Chief Executive Officer and Managing Director Clayton Financial Group
Joe Schwarz Founding Principal Schwarz Dygos Wheeler Investment Advisors
Paul Hassebroek Partner and COO Valiant Wealth
David Bromelkamp Chief Executive Officer Allodium Investment Consultants
Mark Allen Chief Executive Officer Allen Capital Group
Jon Kennedy Principal, Managing Director Waypoint Capital Advisors
Matt Cuplin President Midwest Financial Group
Seth Mielser Principal, Chief Investment Officer Affiance Financial
Heather Williamson Chief Investment Officer Central Financial Services
Daniel Aronson Partner, Chief Investment Officer EPIQ Partners
Chris Haarstick Director of Investments Wealth Enhancement Group
Steve Lear Principal Affiance Financial
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.|