2017-06-08T00:00:00-0400

2017-06-08T00:00:00-0400

Private Wealth Great Plains Forum Minneapolis, MN | June 8, 2017 Request Agenda


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. 



SERIES SPONSORS

SERIES EDUCATIONAL PARTNERS


WHY SPONSOR

Key Discussion Topics

ASSETPROTECTION
How can private clients and wealthy families leverage an increasingly specialized and expert industry to protect wealth?

SUCCESSION PLANNING
Maintaining wealth through generations–maintaining relationships and preparing for changing economic and political environments.

ASSET ALLOCATION
Diversifying, growing returns, and understanding risk tolerance among private client investors.

ALTERNATIVE INVESTMENTS
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?

PHILANTHROPIC PLANNING
Developing a charitable expertise, from the family to the high-end advisor.

SPONSORSHIP ONLY

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.

VENUE


InterContinental Kansas City at the Plaza
401 Ward Parkway
Kansas City, MO
United States 64112
CLICK TO VISIT VENUE WEBSITE

CONTACT

HEAD OF PRIVATE WEALTH

Paul Hamann

Head of Private Wealth Group

+1 347-308-7792

Paul.Hamann@marketsgroup.org

MARKETING

Karishna Perez

Marketing Manager

+1 646-216-8581

Karishna.Perez@marketsgroup.org

PROGRAM MANAGER

Amber Morgan

Program Manager

+1 347-308-7796

Amber.Morgan@marketsgroup.org