The 7th 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.
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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
KEYNOTE SPEAKERS
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Steven Eisman, Managing Director, Neuberger Berman Steven Eisman, Managing Director, joined the firm in 2014. Steven is a Senior Portfolio Manager for the Eisman Group, within the firm’s Private Asset Management division. Prior to joining the firm, he was the founder and portfolio manager of Emrys Partners, L.P. Previously, Steven was a partner and the senior portfolio manager of the FrontPoint Financial Services Fund, which began operations in March 2004, and the FrontPoint Financial Horizons Fund, which began operations in January 2006. Earlier in his career, Steven also served as a managing director and senior financial services analyst at Chilton Investment Co. He held the same role at Oppenheimer & Co. within the Investment Bank, Asset Management and Specialty Finance divisions. Since 2004, he has been a Portfolio Manager. Steven holds a BA from the University of Pennsylvania and his JD from Harvard Law School. |
SPEAKERS
Aofinn Devitt Chief Investment Officer Monetta Group
Kevin Rice Senior Investment Strategist TC Wealth Partners
Shari Greco Reiches Co-Founder and Chief Visionary Rappaport Reiches Capital Management
Michael Furla Managing Director, Head of Fixed Income The Mather Group
Saumen Chattopadhyay Chief Investment Officer OneDigital Investment Advisors
Yussef Gheriani Director of Investments IHT Wealth Management
Laura J. LaTourette Founder Family Wealth Management Group
Dylan Kremer Co-Chief Investment Officer Camden Capital
Brian Dress Director of Research Left Brain Wealth Management
Henry Hunt Associate Director of Investment Strategy Cresset Capital
Joseph Polakoff President Keebeck Wealth Management
Joe Glossberg Principal Gofen & Glossberg Investment Counsellors
LEAD SPONSORS
PLATINUM SPONSORS
GOLD SPONSORS
SPONSORS
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Key Discussion Topics
Opening Bell: Financial and Macro-Economic Outlook for the Next 12 Months
Top thinkers and chief investment officers in the private wealth space share their investment views about current US asset allocation strategies and their projected macroeconomic outlook for the next 12 months.
From Real Estate to Real Assets: Seeking the Best Opportunities
This panel examines key opportunities and challenges of investing in real assets and real estate.
Alternatives – Time to Shine
With traditional stocks and bonds both facing losses this year, which alternatives offer the most meaningful diversification and how can the best managers be sourced?
The Equity Equation: Evaluating Impact on Portfolios
The growth of the US and global economy and inflation are highly uncertain. This panel will endeavor to answer how those in private wealth can build an all-weather equity portfolio and other crucial questions.
Fixed Income: Trends Shaping Today’s Landscape
Inflation is at its highest rate in four decades. The Federal Reserve may continue to raise rates. Given this precarious moment in time, investors are left wondering if the 60/40 portfolio is still viable, considering correlations between stocks and bonds.
New Ways to Invest in Non-Traditional Assets - Reshaping Our Thinking
The prominence of alternative investments in portfolios has risen dramatically due to an increase in opportunistic returns.
The Future of Wealth Management
The wealth management space is continuously evolving to suit the needs of high-net-worth clients who only continue to get more complex. The panel of experts will discuss the challenges and roadblocks for the private wealth business.
PRICING
| Early Bird I | 1,500 USD | 12/30/22 |
| Early Bird II | 1,900 USD | 02/24/23 |
| Pre-Event Registration I | 2,200 USD | 04/28/23 |
| Pre-Event Registration II | 2,600 USD | 06/26/23 |
| Event Registration | 3,000 USD | 08/11/23 |
VENUE
Chicago - University Club
76 E Monroe St
Chicago, IL
United States 60603
CLICK TO VISIT VENUE WEBSITE
