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 Cerity Partners
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 Parkside Investments
Donald Duncan Managing Director D3 Financial Counselors
Philip Huber Chief Investment Officer Savant Wealth Management
Steve Dudash President, Financial Advisor IHT Wealth Management
Matthew Chope Partner Center for Financial Planning
James Borovsky Principal, Investment Advisor Gofen and Glossberg, LLC
William Richards President North Star Family Office
Lincoln Ellis Head of Investment Strategy, Global Family Office Northern Trust
Please note only corporate email addresses will be accepted only.
Why do I need to enter my corporate email address?
By using your corporate email address, we can verify that you are a registered financial professional.
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.|