The Private Wealth Great Plains Forum is an annual, invitation-only, day-long investor education and professional networking event made available to a select 100 people from the regional high-net-worth and private wealth investor community spanning Iowa, Kansas, Minnesota, Missouri and Nebraska.
The Private Wealth team of Markets Group has collaborated with local family offices, leading private banks, and top-ranked RIAs in the 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
How can private clients and wealthy families leverage an increasingly specialized and expert industry to protect wealth?
Maintaining wealth through generations–maintaining relationships and preparing for changing economic and political environments.
Diversifying, growing returns, and understanding risk tolerance among private client investors.
Private Equity, Hedge Funds, Real Estate, Commodities and esoteric asset classes all hold appeal for wealthy families–how do we demystify allocations outside the traditional markets?
Developing a charitable expertise, from the family to the high-end advisor.
|Sponsorship is only available upon invitation and Markets Group reserves the right to refuse sponsorship from any organization or individual deemed by Markets Group to be incompatible with the event. Markets Group forum sessions are closed to all media/press and video/audio recording is explicitly prohibited within the venue.|