6th Annual Private Wealth Midwest Forum Chicago | August 11, 2022 Request Agenda

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.

Advisory Board

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






Please note only corporate email addresses will be accepted.

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By using your corporate email address, we can verify that you are a registered financial professional.

Key Discussion Topics

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 1,000 03/11/22
Level 1 1,300 04/15/22
Level 2 1,600 05/20/22
Level 3 1,900 06/30/22
Level 4 2,200 08/11/22


University Club of Chicago
76 East Monroe Street
Chicago, IL
United States 60603


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