2023-11-09T00:00:00-0500

2023-11-09T00:00:00-0500

7th Annual Private Wealth Ohio Forum Columbus | November 9, 2023 Request Agenda


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.




Advisory Board

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


REQUEST AGENDA

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.

Key Discussion Topics

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

Top thinkers and chief investment officers in the private wealth space share their investment views about current US asset allocation strategies and their projected macroeconomic outlook for the next 12 months. 


From Real Estate to Real Assets: Seeking the Best Opportunities

This panel examines key opportunities and challenges of investing in real assets and real estate.


Alternatives – Time to Shine

With traditional stocks and bonds both facing losses this year, which alternatives offer the most meaningful diversification and how can the best managers be sourced?


The Equity Equation: Evaluating Impact on Portfolios

The growth of the US and global economy and inflation are highly uncertain. This panel will endeavor to answer how those in private wealth can build an all-weather equity portfolio and other crucial questions. 


Fixed Income: Trends Shaping Today’s Landscape

Inflation is at its highest rate in four decades. The Federal Reserve may continue to raise rates. Given this precarious moment in time, investors are left wondering if the 60/40 portfolio is still viable, considering correlations between stocks and bonds.


New Ways to Invest in Non-Traditional Assets - Reshaping Our Thinking

The prominence of alternative investments in portfolios has risen dramatically due to an increase in opportunistic returns.


The Future of Wealth Management

The wealth management space is continuously evolving to suit the needs of high-net-worth clients who only continue to get more complex. The panel of experts will discuss the challenges and roadblocks for the private wealth business.

PRICING

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

VENUE


Le Méridien Columbus, The Joseph
620 N High St
Columbus, Ohio
43215
CLICK TO VISIT VENUE WEBSITE

CONTACT

Sponsorship Opportunities & Registration

+1 212-804-6220

[email protected]

Allocator Attendance

+1 347-778-2568

[email protected]

Media Partnerships

+1 212-600-8631

[email protected]