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.
Jacqueline Crowley Managing Director CIBC Private Wealth Management
David Kuenzi Founder and Partner Thun Financial Advisors
David Webb Chief Investment Officer The Johnston Group
Greg Stalsberg Chief Investment Officer Ryan Financial Group
Matt D'Attilio Founder, Chief Investment Officer Pegasus Partners
Seth Cogswell Founder Running Oak Capital
Eric Hutchens Director of Investment Research Allodium Investment Consultants
Chris Haarstick Director of Investments Wealth Enhancement Group
Jason Ranallo Director of Portfolio Management Vector Wealth Management
Mike Wallace Chief Investment Officer, Founding Partner White Pine Capital
Steve Lear Principal Affiance Financial
Scott Billeadeau Principal, Portfolio Manager Walrus Partners
Charlie Mahar Chief Investment Officer, Chief Executive Officer Tealwood Asset Management
Mary Ann Heine Senior Vice President Minnesota Bank and Trust
Nat Beebe Portfolio Manager, Director of Fixed Income Strategies Ulland Investment Advisors
Paul Nolte Senior Vice President Kingsview Asset Management
Jonathan Horick Senior Investment Officer Stevens Foster Financial Advisors
Tony Hallada Managing Principal CliftonLarsonAllen Wealth Advisors
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.
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.
|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.|