The Private Wealth Mountain States Forum is the region's leading conference for family offices, high net worth wealth managers, and private banks from throughout the region and one of the flagship meetings of our global private wealth series. The forum’s content was developed through hundreds of one-on-one meetings with the high net worth family wealth management community and the program's speaker faculty is primarily comprised of leaders in the sector from across the Mountain States..
Our agenda covers asset allocation and protection, equity markets, fixed income, alternative investments, as well as succession planning and an outlook of the financial markets and the global economy. This event is completely closed-door and invitation-only, and it has been designed to enable genuine peer-to-peer learning and networking for the regional private wealth community.
Bennie Warren Fowler, Founder, President, Infinite Potential LTD
Bennie Warren Fowler, III, is a Partner at Portocol business strategies and an eight-year veteran of the National Football League. He began his career as an undrafted free agent signed by the Denver Broncos in 2014. Bennie was a member of the 2016 Denver Broncos Super Bowl 50 Championship Team and may best be remembered for having hauled in the final pass to Peyton Manning. Bennie was most recently a member of the San Francisco 49ers organization. Since 2019, Bennie has worked with over 150 small business owners to assist in the elevation of performance consistently over time.
Blair Braden Managing Principal & Co-Founder Denver Wealth Management, Inc.
Jeffrey J. Burney Chief Client Officer RMB Capital
Jacqueline Campbell President & Chief Executive Officer Alexander Legacy Private Wealth Management
Michelle Clements Board Member Synergy Trust Partners
Michael Dodds Managing Partner Dodds Wealth Management Group
Charlie Dunn Chief Executive Officer Intergy Private Wealth
Ed Durica III Chief Investment Officer, Portfolio Manager Johnston & Associates, Inc.
Jennifer Kenning Co-Founder & Chief Executive Officer Align Impact
John Magee Managing Director Bank of America Private Bank
Dan McGilvray Senior Wealth Advisor Beacon Pointe
Craig Metrick Managing Director Pathstone
Kenneth Pitman, CFA, CAIA Principal Mercer
Scott Pearson Regional Senior Investment Officer Northern Trust Wealth Management
Ned Rollhaus Partner Matter Family Office
Michael Serio Director of Wealth Management Ashton Thompson Private Wealth
Sloan Smith Principal, Director of the Due Diligence Group Innovest Portfolio Solutions
Lawrence D. Sprung Founder, Wealth Advisor Mitlin Financial, Inc.
Shaun Williams Partner, Private Wealth Advisor Paragon Capital Management
Please note only corporate email addresses will be accepted only.
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By using your corporate email address, we can verify that you are a registered financial professional.
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 I||1,000||04/29/22|
|Early Bird II||1,300||06/03/22|
|Pre-Event Registration I||1,600||07/08/22|
|Pre-Event Registration II||1,900||08/18/22|