The 7th Annual Private Wealth Ohio Forum is the leading conference for RIAs, family offices and private banks from throughout the region. The forum’s content is developed through hundreds of one-on-one meetings with the high net worth family wealth management community and the program's speaker faculty is primarily comprised of leaders in the sector 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 is designed to enable genuine peer-to-peer learning and networking for the regional private wealth community.
Travis Upton, Chief Executive Officer & Chief Investment Officer, The Joseph Group
Dan Cupkovic, Director of Investments, Argi Financial Group
Woody Uible, Principal, Bartlett Asset Management
Travis Upton Chief Investment Officer The Joseph Group
Woody Uible Principal Bartlett Wealth Management
Larry Carone Senior Managing Director, Institutional Group Clearstead
Pete Klingelhofer Managing Director, Investment Management Hamilton Capital Management
Robert Szeles Portfolio Manager Beese Fulmer Wealth Management
Michael Fickell Co-Founder, Chief Investment Officer FC Wealth Solutions
Norm Cook Executive Vice President, Corporate Development Sequoia Financial Group
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.
ECONOMIC, POLITICAL & GLOBAL MARKETS OUTLOOK
With inflation rates declining and indications that the Federal Reserve may be slowing or pausing its aggressive policy restraint, how will markets react and where new opportunities for investing will arise?
NOW AND THEN: IMPACT, ESG AND RESPONSIBLE INVESTING
Currently, we find ourselves in a positive domestic GDP environment, with optimistic corporate earnings growth, a strong dollar and a volatile stock market. What is to be expected in 2023 and beyond?
EQUITIES AND THEIR IMPACT ON PORTFOLIOS
Huge opportunities remain available for investors considering predictions for 2023. Aside from energy, where are the biggest opportunities? Will ESG be affected as volatility cripples some specific industries?
EMERGING AND OPPORTUNISTIC ALTERNATIVE INVESTING
Private Equity, Venture, Hedge Funds and other alternatives investments hold appeal for wealthy families. How are wealth managers viewing future allocations as valuations increase and dry powder sits on the sidelines?
FIXED INCOME INVESTMENTS
Global growth remains positive and central banks around the world continue to unwind what has been a very accommodating monetary policy. However, with volatility likely to stay high, investors must continue to do their homework.
REAL ASSET AND REAL ESTATE INVESTMENT STRATEGIES
With volatility expected to continue throughout 2023 in public markets, investors with appetite for less risk will be turning to real estate and other real assets investments. Still, finding the best opportunities will require great due diligence and patience.
THE FUTURE OF WEALTH MANAGEMENT
With competition for clients and assets on the rise, wealth managers need to ensure that their asset allocation strategies and wealth management services are looking towards a better future.
|Early Bird I||1,500 USD||03/25/23|
|Early Bird II||1,900 USD||05/13/23|
|Pre-Event Registration I||2,200 USD||07/15/23|
|Pre-Event Registration II||2,600 USD||09/24/23|
|Event Registration||3,000 USD||11/09/23|