Hyatt Regency
Hyatt Regency, 1300 Nicollet Mall, Minneapolis, MN , United States 55403

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Event Date Tue Apr 2 EDT (over 2 years ago)
Location Hyatt Regency
1300 Nicollet Mall, Minneapolis, MN , United States 55403
Region Americas

The Private Wealth Great Plains Forum is an annual, invitation-only, day-long investor education and professional networking event made available to a select 75 people from the regional high-net-worth and private wealth investor community spanning Iowa, Kansas, Minnesota, Missouri and Nebraska.

Our Private Wealth team 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.


2019 Speakers

Jacqueline Crowley
Managing Director, CIBC Private Wealth Management

David Kuenzi
Founder and Partner, Thun Financial Advisors

David Webb
Chief Investment Officer, The Johnston Group

Greg Stalsberg
Chief Investment Officer, Ryan Financial Group

Matt D'Attilio
Founder, Chief Investment Officer, Pegasus Partners

Seth Cogswell
Founder, Running Oak Capital

Eric Hutchens
Director of Investment Research, Allodium Investment Consultants

Chris Haarstick
Director of Investments, Wealth Enhancement Group

Jason Ranallo
Director of Portfolio Management, Vector Wealth Management

Mike Wallace
Chief Investment Officer, Founding Partner, White Pine Capital

Steve Lear
Principal, Affiance Financial

Scott Billeadeau
Principal, Portfolio Manager, Walrus Partners

Charlie Mahar
Chief Investment Officer, Chief Executive Officer, Tealwood Asset Management

Mary Ann Heine
Senior Vice President, Minnesota Bank and Trust

Nat Beebe
Portfolio Manager, Director of Fixed Income Strategies, Ulland Investment Advisors

Paul Nolte
Senior Vice President, Kingsview Asset Management

Jonathan Horick
Senior Investment Officer, Stevens Foster Financial Advisors

Tony Hallada
Managing Principal, CliftonLarsonAllen Wealth Advisors

Sponsors & Partners

2019 Sponsors

• Davids ETFs
• Goldman Sachs Asset Management

• CNL Securities
• S2K
• Columbia Threadneedle
• Delaware Funds
• graniteshares
• Gurtin
• Harbor Funds
• Invesco