The 4th Annual 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.
Travis Upton Chief Investment Officer The Joseph Group
Woody Uible Principal Bartlett Wealth Management
Alan Lenahan Managing Principal, Deputy CIO, Head of Research Fund Evaluation Group
John Melville Investment Manager Foster & Motley
Jeff (Shengde) Liu Director, Portfolio Management Hamilton Capital Management Inc
Norm Cook President and Chief Executive Officer Wealthstone
Marc Dizard Investment Regional Management PNC Wealth Management
Michael Robinson Executive Vice President Huntington Private Bank
Jim Spreng Founder, Chief Investment Officer Spreng Capital Management, Inc.
Marc A. Zabicki President and Chief Investment Officer Bower Hill Capital Management LLC
Michael Fickell Co-Founder, Chief Investment Officer FC Wealth Solutions
Christian Hviid Vice President, Senior Investment Strategist Wells Fargo Private Bank
Doug Johnson Senior Wealth Strategist HCM Wealth Advisors
Jamie Menges Principal PDS Planning
Chris J. Roe Founder & CEO RX Wealth Advisors
Clint Edgington Partner Beacon Hill Investment Advisory
Peter Franz Chief Investment Officer and Advisor Beacon Financial Partners
Daniel Welker Vice President - Investment Research & Portfolio Manager North Point Portfolio Managers
Please note only corporate email addresses will be accepted only. If you have any questions or problems registering, please contact us.
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.
ALLOCATORS: Complimentary Registration for all qualified allocators. Email IR@marketsgroup.org for more information on obtaining a complimentary ticket.
MANAGERS & SERVICE PROVIDERS: For registration rates, please contact Sales@marketsgroup.org for more information on obtaining a ticket to the event.
|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.|