Le Meridien
Le Meridien , 620 N High St, Columbus, OH 43215, Columbus , OH, United States 43215

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Event Date Thu Nov 8 EST (about 3 years ago)
Location Le Meridien
620 N High St, Columbus, OH 43215, Columbus , OH, United States 43215
Region Americas

The Private Wealth Ohio Forum is designed to bring together more than 75 capital allocators and wealth managers from the area for a day of networking and knowledge share. 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.


2018 Speakers:

James Russell
Principal & Portfolio Manager, Bahl & Gaynor

Travis Upton
Chief Investment Officer, The Joseph Group

Chris Roe
Managing Director, Waldron Private Wealth

Daniel Kieffer
Director of Alternative Investments, Equity Research, Fifth Third Bank

Krista Cavalieri
Owner, Evolve Capital

James Hagerty
Principal, Executive Committee Member, Bartlett Wealth Management

Sarah Hannibal
Chief Investment Officer, Walden Wealth Partners

Scott Kamenir
Managing Principal, Waypoint Intelligence (US)

Christian Hviid
Chief Investment Officer, WealthStone

Carl Tippit
Senior Managing Director, Hartland & Co.

Stephen Lukan
Managing Partner, John E. Sestina & Co.

Andy Keeler
Principal, Keeler & Nadler Financial Planning and Wealth Management

Jonathan Bernstein
Senior Research Analyst, Hefren-Tillotson

Lee Caleshu
Chief Investment Officer, WealthStone

Woody Uible
Principal, Bartlett Wealth Management

Lee Qian
Investment Manager, Ballie Gifford

Geofrey Greenleaf
Chairman, Founder, Private Harbour Investment Management Counsel

Frederick Shepperd
Head of Family Office, Private Single Family Office

Sponsors & Partners

2018 Sponsors:

• Baillie Gifford

• Davis Advisors
• FS Investments

• Baird Equity Asset Management
• BPO Capital
• Diamond Hill Capital Management, Inc.
• Goldman Sachs Asset Management
• Guggenheim Investments
• Griffin Capital Securities
• Inspire
• Invesco Ltd.
• Loomis, Sayles & Company
• Pomona Capital
• Prelude Capital
• Vanguard