The 6th Annual Private Wealth Midwest Forum is designed to bring together attendees including the leading RIAs, family offices, Private Banks and high net worth wealth managers from across the region for a day of peer networking and knowledge share.
Our agenda covers asset allocation, alternative investing, asset protection as well as regulatory compliance and an outlook of the financial markets and the 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 high net worth community.
Shari Reiches, Co-Founder and Chief Visionary, Rappaport Reiches Capital Management LLC
Dylan Kremer, Managing Director, Investment Strategy, Cresset Capital
Yussef Gheriani, Director of Investments, Operations, IHT Wealth Management
Saumen Chattopadhyay, Chief Investment Officer, OneDigital Investment Advisors
Jacqueline Campbell, President, Chief Executive Officer & Senior Wealth Advisor, Alexander Legacy Private Wealth
Anthony Scaramucci, Founder and Managing Partner, SkyBridge
Anthony Scaramucci is Founder and Managing Partner of SkyBridge focusing on marketing and business development. Prior to founding SkyBridge in 2005, Mr. Scaramucci co-founded investment partnership Oscar Capital Management, which was sold to Neuberger Berman, LLC in 2001. Earlier, he was a vice president in Private Wealth Management at Goldman Sachs & Co.In 2016, Mr. Scaramucci was ranked #85 in Worth Magazine’s Power 100: The 100 Most Powerful People in Global Finance. In 2011, he received Ernst & Young’s “Entrepreneur of the Year – New York” Award in the Financial Services category. He is the author of five books: The Little Book of Hedge Funds, Goodbye Gordon Gekko, and Hopping Over the Rabbit Hole (a 2016 Wall Street Journal best seller), Trump: The Blue Collar President, and The Sweet Life with Bitcoin. In November 2016, Mr. Scaramucci was named to President-Elect Trump’s 16-person Presidential Transition Team Executive Committee. In June 2017, he was named the Chief Strategy Officer of the Export-Import (EXIM) Bank. He served as the White House Communications Director for a period in July 2017. Mr. Scaramucci received a B.A. in Economics from Tufts University and a J.D. from Harvard Law School.
Aoifinn Devitt Chief Investment Officer Moneta Group
Keith Cardoza Chief Investment Officer Brownson, Rehmus & Foxworth
Shari Greco Reiches Co-Founder and Chief Visionary Rappaport Reiches Capital Management
Yussef Gheriani Director of Investments IHT Wealth Management
Cosmin Lucaci Vice President, Director of Research Brownson, Rehmus & Foxworth
Chris Engelman Managing Director Parkside Investments LLC
Benjamin Patzik Head of Portfolio Strategy & Solutions Segal Macro Advisors
Kevin Rice Senior Investment Strategist TC Wealth Partners
Saumen Chattopadhyay Chief Investment Officer OneDigital Investment Advisors
Kim Kamin Principal and Chief Wealth Strategist Gresham Partners, LLC
Laura J. LaTourette Founder Family Wealth Management Group
Please note only corporate email addresses will be accepted only.
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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.