A one day meeting of the largest family offices, private banks, RIAs and HNW advisors based in Ohio. The event provides a peer based educational overview of both asset allocation and asset protection strategies for the client intermediary.
John Augustine Chief Investment Officer The Huntington National Bank
Paul Bodnar Partner and Investment Specialist CM Wealth Advisors
Michael Novak Managing Director Wellspring Financial Advisors, LLC
Jeffrey Malbasa President and Chief Investment Officer Spero-Smith Investment Advisers, LLC
Richard Alt Principal, Chief Investment Officer Carnegie Investment Counsel
Russell Moenich Chief Investment Officer Sequoia Financial Group
Jim Blue Vice President and Chief Investment Officer Private Harbour Investment Management & Counsel, LLC
Darian Chen Chief Investment Officer Ariel Capital Advisors, LLC
Ronald Ambrogio Ohio Regional President BNY Mellon Wealth Management
Randy Carver President, Registered Principal, Branch Manager Raymond James
James Russell Principal & Portfolio Manager Bahl & Gaynor
Glen Johnson Managing Director Mirador Family Wealth
Kurt Brown Principal PDS Planning Inc.
David Millet Vice President & Chief Investment Officer The Westerman Group, LLC
Andrew Connors Partner and Senior Advisor Fairport Asset Management
Chris Roe Managing Director Waldron Private Wealth
Charles Dankworth Senior Vice President, Senior Portfolio Manager, Wealth Advisor UBS Wealth Management
Scott Kamenir Managing Principal Waypoint Intelligence (US)
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.|