7th Annual Private Wealth Midwest Forum Chicago | August 9, 2023 Request Agenda

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.

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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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.


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
Chicago, IL
United States 60603


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