The Private Wealth Ohio Forum is designed to bring together more than 75 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.
James Russell Principal & Portfolio Manager Bahl & Gaynor
Travis Upton Chief Investment Officer The Joseph Group
Chris Roe Managing Director Waldron Private Wealth
Daniel Kieffer Director of Alternative Investments, Equity Research Fifth Third Bank
Krista Cavalieri Owner Evolve Capital
James Hagerty Principal, Executive Committee Member Bartlett Wealth Management
Sarah Hannibal Chief Investment Officer Walden Wealth Partners
Scott Kamenir Managing Principal Waypoint Intelligence (US)
Christian Hviid Chief Investment Officer WealthStone
Carl Tippit Senior Managing Director Hartland & Co.
Stephen Lukan Managing Partner John E. Sestina & Co.
Andy Keeler Principal Keeler & Nadler Financial Planning and Wealth Management
Jonathan Bernstein Senior Research Analyst Hefren-Tillotson
Lee Caleshu Chief Investment Officer WealthStone
Woody Uible Principal Bartlett Wealth Management
Lee Qian Investment Manager Ballie Gifford
Geofrey Greenleaf Chairman, Founder Private Harbour Investment Management Counsel
Frederick Shepperd Head of Family Office Private Single Family Office
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.|
Program Manager / Investor Relations
Head of Real Estate Production
& Investor Relations