2016-08-17T00:00:00-0400

2016-08-17T00:00:00-0400

Private Wealth Midwest Forum Chicago, IL | August 17, 2016 Request Agenda


The Private Wealth Midwest Forum is designed to bring together more than 100 capital allocators and wealth managers fromIllinois, Indiana, Ohio, Iowa, Michigan, Wisconsin, Minnesota, Kansas,Missouri, Nebraska, North Dakota, and South Dakota for a day of networking and knowledge sharing. Our agenda will cover asset allocation, alternative investing, growing and passing on personal wealth as well as regulatory compliance and the current state of the financial marketplace and global economy. As this event is completely closed-door and invitation only, it has been designed to enable genuine peer-to-peer learning and networking for the local HNW community.

FEATURED SPEAKER

Peter Lazaroff, Wealth Manager and Director of Investment Research, Plancorp

Peter is a St. Louis native that first took an interest in investing when his grandmother gave him a single share of Nike stock for his 13th birthday. Today, Peter’s investment insights are highly sought after by local and national media. Clients like working with Peter because of his ability to simplify complex issues. They also appreciate his steadfast attention to detail. As a Chartered Financial Analyst (CFA) and CERTIFIED FINANCIAL PLANNER (CFP®), Peter enjoys applying his considerable investment knowledge to real life decisions as part of a client’s broader financial plan. His goal is to help each client get their entire financial house in order and keep it that way forever.


EDUCATIONAL PARTNERS


WHY SPONSOR

Key Discussion Topics

Asset Protection
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?

Family Governance
How do family offices clarify and coordinate governance – is good governance different for family firms?

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


University Club of Chicago
76 East Monroe Street
Chicago, IL
United States 60603
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 MANAGER

Karishna Perez

Marketing Manager

+1 646-216-8581

Karishna.Perez@marketsgroup.org

PROGRAM MANAGER

Michelle Quilio

Program Manager

+1 646-202-1943

Michelle.Quilio@MarketsGroup.org