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.
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
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.
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
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.
|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|
Chicago - University Club
76 E Monroe St
United States 60603
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