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
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|