The 5th Annual Private Wealth Ohio Forum is the region's leading conference for family offices, high net worth wealth managers and private banks from throughout the region and one of the flagship meetings of our global private wealth series. The Forum’s content was developed through hundreds of one-on-one meetings with the HNW family wealth management community and the program's speaker faculty is primarily comprised of leaders in the sector from across Ohio.
Our agenda covers asset allocation and protection, equity markets, fixed income, alternative investments, as well as succession planning and an outlook of the financial markets and the global economy. This event is completely closed door and invitation only, and it has been designed to enable genuine peer-to-peer learning and networking for the regional private wealth community.
We’re committed to the health and safety of all of our attendees. At each of our events the following COVID-19 related protocols will be in place to ensure a safe and comfortable experience for all guests:
*Fully vaccinated means two weeks after the second dose in two-dose vaccine or two weeks after the first dose in a one dose vaccine.
Travis Upton Chief Investment Officer The Joseph Group
Woody Uible Principal Bartlett Wealth Management
Clint Edgington Partner Beacon Hill Investment Advisory
Michael Fickell Co-Founder, Chief Investment Officer FC Wealth Solutions
Tony Schirmang Vice President of Investor Relations Origin Investments
Andrew Werner, CAIA Vice President CBRE Global Investors
Please note only corporate email addresses will be accepted only.
Why do I need to enter my corporate email address?
By using your corporate email address, we can verify that you are a registered financial professional.
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.
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.