The Private Wealth Ohio Forum is designed to bring together more than 100 capital allocators and wealth managers from the area for a day of networking and knowledge share. Our agenda will cover asset allocation, alternative investing, growing and passing on personal wealth as well as regulatory compliance and the current state of the financial marketplace and 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 HNW community.
John Augustine Chief Investment Officer The Huntington National Bank
Paul Bodnar Partner and Investment Specialist CM Wealth Advisors
James Russell Principal & Portfolio Manager Bahl & Gaynor
Michael Novak Managing Director Wellspring Financial Advisors, LLC
Krista Cavalieri Owner Evolve Capital
Chris Roe Managing Director Waldron Private Wealth
Alan Lenahan Managing Principal, Deputy CIO, Head of Research Fund Evaluation Group
Richard Alt Principal, Chief Investment Officer Carnegie Investment Counsel
Charles Dankworth Senior Vice President, Senior Portfolio Manager, Wealth Advisor UBS Wealth Management
Travis Upton Chief Investment Officer The Joseph Group
Ken Bower Chief Executive Officer and Managing Director Clayton Financial Group
Christian Hviid Vice President, Senior Investment Strategist Wells Fargo Private Bank
Jeffrey Malbasa President and Chief Investment Officer Spero-Smith Investment Advisers, LLC
Jim Blue Vice President and Chief Investment Officer Private Harbour Investment Management & Counsel, LLC
Clint Edgington Partner Beacon Hill Investment Advisory
Glen Johnson Managing Director Mirador Family Wealth
David Millet Vice President & Chief Investment Officer The Westerman Group, LLC
Andrew Connors Partner and Senior Advisor Fairport Asset Management
Scott Kamenir Managing Principal Waypoint Intelligence (US)
Albert LaCava President and Chief Investment Officer Assurance Investment Management
George von Zedlitz Managing Director of Investment Advisors Division Private Bank / Wealth Management at Fifth Third Bank
How can private clients and wealthy families leverage an increasingly specialized and expert industry to protect wealth?
Maintaining wealth through generations – maintaining relationships and preparing for changing economic and political environments.
Diversifying, growing returns, and understanding risk tolerance among private client investors.
Private Equity, Hedge Funds, Real Estate, Commodities, and esoteric asset classes all hold appeal for wealthy families–how do we demystify allocations outside the traditional markets?
How do family offices clarify and coordinate governance–is good governance different for family firms?
Developing a charitable expertise, from the family to the high end advisor.
|Sponsorship is only available upon invitation and Markets Group reserves the right to refuse sponsorship from any organization or individual deemed by Markets Group to be incompatible with the event. Markets Group forum sessions are closed to all media/press and video/audio recording is explicitly prohibited within the venue.|