2019-11-07T00:00:00-0500

2019-11-07T00:00:00-0500

4th Annual Private Wealth Ohio Forum Columbus | November 7, 2019 Request Agenda


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.


REQUEST AGENDA

Key Discussion Topics

ASSET PROTECTION
How can private clients and wealthy families leverage an increasingly specialized and expert industry to protect wealth?

SUCCESSION PLANNING
Maintaining wealth through generations – maintaining relationships and preparing for changing economic and political environments.

ASSET ALLOCATION
Diversifying, growing returns, and understanding risk tolerance among private client investors.

ALTERNATIVE INVESTMENTS
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?

FAMILY GOVERNANCE
How do family offices clarify and coordinate governance–is good governance different for family firms?

PHILANTHROPIC PLANNING
Developing a charitable expertise, from the family to the high end advisor.

PRICING

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.

VENUE


Le Meridien
620 N High St, Columbus, OH 43215
Columbus , OH
United States 43215
CLICK TO VISIT VENUE WEBSITE

CONTACT

HEAD OF PRIVATE WEALTH

Cassia Di Roberto

Head of Private Wealth Production & Investor Relations

+1 646-202-1493

Cassia.Diroberto@marketsgroup.org

HEAD OF SALES

Brett Friedberg

Head of Sales

+1 212-804-6220

Brett.Friedberg@marketsgroup.org

PROGRAM MANAGER

Ben Ettlinger

Program Manager / Investor Relations

+1 212-561-8926

Ben.Ettlinger@marketsgroup.org