5th Annual Private Wealth Ohio Forum

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Key Discussion Topics

Opening Bell: Asset Allocation and Macro-Economic Outlook for the Next 12 Months

At first glance, the investment outlook for the next 12 months seemed to be straightforward. Growth was weak but steady until COVID-19 hit.

How to Best Take Advantage of Opportunistic Alternative Investments

The market foresees an abundance of family offices, post-crisis regulation, technological developments, and macroeconomic

shifts in demographics and economic policy.

Fixed Income Realistic Expectations and Ways to Enhance Returns
Bond yields and spreads near historic low levels are currently fueled further by the outbreak of COVID-19.

Equities and their Impact on Portfolios
Recent headwinds sparked by geopolitical risk and trade tensions continue to dampen investor appetite in emerging markets.

Assessing Real Assets and Opportunity Zones
This panel examines the benefits and the drawbacks of real assets and real estate.

Asset Allocation Strategies; From Macro to Micro

With competition for clients and assets constantly increasing, wealth management practices need to ensure that their organizational structures, service models, strategies, products, and pricing are positioned to achieve growth, revenue and relationship objectives.

REGISTRATION

ALLOCATORS: Complimentary Registration for all qualified allocators. Email [email protected] for more information on obtaining a complimentary ticket.

MANAGERS & SERVICE PROVIDERS: Rates below reflect the current price for all asset managers and service providers.