The Private Wealth Midwest Forum is designed to bring together more than 100 capital allocators and wealth managers from Illinois, Indiana, Ohio, Iowa, Michigan, Wisconsin, Minnesota, Kansas, Missouri, Nebraska, North Dakota, and South Dakota for a day of networking and knowledge sharing.
Our agenda will cover asset allocation, alternative investing, growing and passing on personal wealth as well as regulatory compliance and the current state of the financial marketplace and global economy. As this event is completely closed-door and invitation only, it has been designed to enable genuine peer-to-peer learning and networking for the local HNW community.
Kim Kamin Principal and Chief Wealth Strategist Gresham Partners, LLC
David Dankmyer Partner Matter Family Office
Karim Ahamed Partner HPM Partners LLC
Tina Milligan Managing Director CTC | myCFO
Keith Cardoza Chief Investment Officer Brownson, Rehmus & Foxworth
William Norris Managing Director, Chief Investment Officer The PrivateBank
Bryan Malis Managing Director Altair Advisers
Joseph Drozd Director of Research Matrix Capital Advisors
John Nicholas Partner Chicago Partners
Christopher Engelman Managing Director-Alternative Investments Cedar Hill Associates
Donald Duncan Managing Director D3 Financial Counselors
Steve Dudash President, Financial Advisor IHT Wealth Management
Michael Novak Managing Director Wellspring Financial Advisors, LLC
Matthew Chope Partner Center for Financial Planning
Michael DiMedio President BNY Mellon Wealth Management
Diana Joseph Chief Investment Officer Barrington Strategic Wealth Management Group LLC
James Borovsky Principal, Investment Advisor Gofen and Glossberg, LLC
Jon Henderson Managing Director Atlantic Trust
William Richards President North Star Family Office
Peter Lazaroff Chief Investment Officer Plancorp
Lincoln Ellis Head of Investment Strategy, Global Family Office Northern Trust
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?
How do family offices clarify and coordinate governance – is good governance different for family firms?
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.|
Head of Private Wealth Group
Head of Private Wealth Investor Relations