The 4th Annual Private Wealth Great Plains Forum is the leading conference for RIAs, family offices and private banks from throughout the region. The forum’s content is developed through hundreds of one-on-one meetings with the high net worth family wealth management community and the program's speaker faculty is primarily comprised of leaders in the sector across Iowa, Kansas, Minnesota, Missouri and Nebraska.
Our agenda covers asset allocation and protection, equity markets, fixed income, alternative investments, as well as succession planning and an outlook of the financial markets and the global economy. This event is completely closed-door and invitation-only, and it is designed to enable genuine peer-to-peer learning and networking for the regional private wealth community.
Marcia Page, Founder and Chief Executive Officer, MPowered Capital
As founder and CEO of MPowered Capital, Marcia Page believes the time is now to commit resources to women and other underrepresented investing talent in a more structured and disciplined way.
In 1993, Marcia co-founded Värde Partners, overseeing the firm’s growth to $14 billion in assets and expansion around the globe over the next 25 years. A pioneer in alternative investing, she served as Co-CEO and Co-CIO until 2016 and currently serves as Co-Executive Chair.
Marcia graduated from Gustavus Adolphus College with a B.A. in Economics and received an M.B.A. from the University of Minnesota. Marcia is active on external investment committees including the Gustavus Investment Committee, the Board of Overseers of the Carlson School of Management and The Committee of 200.
J.J. Kirby Senior Director of Investment Research Envoi
David Bromelkamp Chief Executive Officer Allodium Investment Consultants
Greg Stalsberg Chief Investment Officer Ryan Financial Group
Alexander Källebo Chief Investment Officer All Star Financial
Kevin McDevitt Head of Global Manager Research RBC Wealth Management
James Ulland Founder Ulland Investment Advisors
Jacqueline Crowley Managing Director CIBC Private Wealth Management
Dennis Markway President Iron Horse Wealth Management
Dennis Santos Chief Investment Officer Okabena Investment Services
Brian L. Thorkelson Chief Investment Officer Lurie Wealth Advisors
Nicole K. Scanlon Managing Director, Family Wealth Management Olson Wealth Group
Eric Teal Managing Investment Director U.S. Bank Private Wealth Management
Mark Anderson Chief Investment Officer Fathom Advisors
Brandon Masbruch Chief Investment Officer Midwest Financial Group
Chris Osmond Chief Investment Officer Centura Wealth Advisory
Steve Lear Principal Affiance Financial
Karen Florez Manager of Investments The Minneapolis Foundation
Mary Ann Heine Senior Vice President Minnesota Bank and Trust
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Opening Bell: Financial and Macro-Economic Outlook for the Next 12 Months
At first glance, the investment outlook for the next 12 months seemed to be straightforward. Growth was weak but steady until COVID-19 hit.
How to Best Take Advantage of Opportunistic Alternative Investments
The market foresees an abundance of family offices, post-crisis regulation, technological developments, and macroeconomic shifts in demographics and economic policy. In the wake of COVID-19, market volatility is at an all-time high globally.
Fixed Income: Realistic Expectations and Ways to Enhance Returns
Bond yields and spreads near historic low levels are currently fueled further by the outbreak of COVID-19.
Global and Local Equities and Their Impact on Portfolios
How do advisors navigate slow revenue growth to alleviate the pressure on the equities market?
Evaluating Real Assets and Real Estate Investment Strategies
This panel examines the benefits and the drawbacks of real assets and real estate. With the effects of COVID-19, deal volume is lower across International markets.
Opportunities in the Current Alternative Bucket
As allocations from investors continue to rise into alternative investments, such as private debt, infrastructure and real estate, the session addresses the best ways to access these markets.
The Future of Asset Allocation and Family Governance
With competition for clients and assets constantly increasing, wealth management practices need to ensure that their organizational structures, service models, strategies, products and pricing are positioned to achieve growth, revenue and relationship objectives.
|Early Bird I||1,000||03/26/22|
|Early Bird II||1,300||04/23/22|
|Pre-Event Registration I||1,600||05/21/22|
|Pre-Event Registration II||1,900||06/25/22|
Hyatt Regency Minneapolis
1300 Nicollet Mall
United States 55403
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