The Private Wealth Great Plains Forum is a yearly, invitation-only, day-long investor education and professional networking event made available to a select 150 people from the regional high-net-worth and private wealth investor community spanning Iowa, Kansas, Minnesota, Missouri and Nebraska.
While depopulation and a dearth of banking has long-relegated the Great Plains to private wealth backwater as far as Wall Street is concerned, in actuality, defining the Great Plains high-net-worth investor—not to mention understanding its relationship to global finance—is both challenging and rewarding.
The US Private Wealth team of Markets Group has collaborated with local family offices, leading private banks, not to mention the 50 top-ranked registered investment advisors in region in order to identify industry trends, create relevant content, secure expert speakers and deliver a forum agenda as unique as the Great Plains private wealth community.
Carol Schleif Deputy Chief Investment Officer Abbot Downing
Clinton Warren Head of Kansas City Region J.P. Morgan Private Bank
John Jennings President St. Louis Trust Company
Chris Osmond Senior Portfolio Manager BMO Private Bank
Matthew Chope Partner Center for Financial Planning
Robert Klesfsaas President All Star Financial
Laura Rogers Vice President Two West Capital Advisors
Jim Dykstal Portfolio Manager DeMarche Associates
Jeff Deardorff Fixed Income Portfolio Manager Kornitzer Capital Management
Keith Olson Director Environmental Investments
Troy Kuhn Chief Investment Officer Harvest Advisors
Andrew Scianna President Scianna Capital Management
Tina Milligan Managing Director CTC | myCFO
Katherine Lintz Managing Member Matter Family Office
Margo Shepard Senior Financial Advisor Wells Fargo Advisors
Ben Oehler Retired Chief Executive Officer Waycrosse
Bob Klosterman Chief Investment Officer White Oak Wealth Advisors
|Super Early Bird||$2,000||03/01/16|
Head of Private Wealth Group
Program Manager, US Private Wealth