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.
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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.
REGISTRATION
ALLOCATORS: Complimentary Registration for all qualified allocators. Email [email protected] for more information on obtaining a complimentary ticket.
MANAGERS & SERVICE PROVIDERS: For registration rates, please contact [email protected] for more information on obtaining a ticket to the event.
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
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