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.
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.
Kim Kamin Principal and Chief Wealth Strategist Gresham Partners, LLC
Peter Lazaroff Wealth Manager and Director of Investment Research Plancorp
Matthew Chope Partner Center for Financial Planning
William Norris Managing Director, Chief Investment Officer The PrivateBank
Michael DiMedio President BNY Mellon Wealth Management
Tina Milligan Managing Director CTC | myCFO
Michael Novak Managing Director Wellspring Financial Advisors, LLC
Donald Duncan Managing Director D3 Financial Counselors
Tommy Huie Senior VP and Chief Investment Officer Arboretum Wealth & Trust Management
Diana Joseph Chief Investment Officer Barrington Strategic Wealth Management Group LLC
Douglas Regan Managing Director Region Head J.P. Morgan Private Bank
Michael Peck Co-Chief Investment Officer Vivaldi Capital Management
Robert Hamer Managing Director Sunset Partners Capital Management, LLC
James Borovsky Principal, Investment Advisor Gofen and Glossberg, LLC
David Durrant Executive Director, Senior Wealth Advisor UBS
Jon Henderson Managing Director Atlantic Trust
John Nicholas Partner Chicago Partners
Kent Kramer Co-Chief Investment Officer Foster Group
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?
How do family offices clarify and coordinate governance – is good governance different for family firms?
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.|
Head of Private Wealth Group