2019-04-02T00:00:00-0400

2019-04-02T00:00:00-0400

4th Annual Private Wealth Central States Forum Minneapolis, MN | April 2, 2019 Request Agenda


The Private Wealth Central States 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.


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Key Discussion Topics

ECONOMIC, POLITICAL & GLOBAL MARKETS OUTLOOK

Currently, we find ourselves in a positive domestic GDP environment, with optimistic corporate earnings growth, a strong dollar and a volatile stock market. What is to be expected in 2019 and beyond?

EMERGING AND OPPORTUNISTIC ALTERNATIVE INVESTING

Private Equity, Venture, Hedge Funds and other alternatives investments hold appeal for wealthy families. How are wealth managers viewing future allocations as valuations increase and dry powder sits on the sidelines?

FIXED INCOME INVESTMENTS

Global growth remains positive and central banks around the world continue to unwind what has been a very accommodative monetary policy. However, with volatility likely to stay high, investors must continue to do their homework.

EQUITIES AND THEIR IMPACT ON PORTFOLIOS

Huge opportunities remain available for investors considering (I would change “considering” to “making” predictions for 2019. Aside from energy, where are the biggest opportunities? Will ESG be affected as volatility cripples some specific industries?

REAL ASSET AND REAL ESTATE INVESTMENT STRATEGIES

With volatility expected to continue throughout 2019 in public markets, investors with appetite for less risk will be turning to real estate and other real assets investments. Still, finding the best opportunities will require great due diligence and patience.

ASSET ALLOCATION

With competition for clients and assets on the rise, wealth managers need to ensure that their asset allocation strategies address the balance between risk and opportunity.

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

SPONSORSHIP SALES

Brett Friedberg

Head of Sales

+1 212-804-6220

Brett.Friedberg@marketsgroup.org

MARKETING

John Zajas

Marketing Manager & Data Protection Officer

+1 347-778-2537

John.Zajas@marketsgroup.org

HEAD OF PRODUCTION

Andres Ortiz

Head of Production

+1 347-778-2568

Andres.Ortiz@marketsgroup.org

PROGRAM MANAGER

Adena Baichan

Program Manager / Investor Relations

+1 212-706-9701

Adena.Baichan@marketsgroup.org