5th Annual Private Wealth Great Plains Forum 2023 | Markets Group | 26 July 2023 | Hyatt Regency Minneapolis, 1300 Nicollet Mall, Minneapolis, MN 55403, USA
Venue
Hyatt Regency Minneapolis
Hyatt Regency Minneapolis, 1300 Nicollet Mall, Minneapolis, MN 55403, USA
What is Qwoted?
Qwoted is a free expert network: we help reporters connect with experts & we help those same experts build relationships with top reporters.
| Event Date |
Wed Jul 26 CDT (over 1 year ago)
In your timezone (EST): Wed Jul 26 1:00am - Wed Jul 26 1:00am |
| Location |
Hyatt Regency Minneapolis
1300 Nicollet Mall, Minneapolis, MN 55403, USA |
| Region | Americas |
Details
This forum is the leading conference for RIAs, family offices and private banks from throughout the region. The forum’s content is developed through hundreds of one-on-one meetings with the high net worth family wealth management community and the program's speaker faculty is primarily comprised of leaders in the sector across Iowa, Kansas, Minnesota, Missouri and Nebraska.
Our agenda covers asset allocation and protection, equity markets, fixed income, alternative investments, as well as succession planning and an outlook of the financial markets and the global economy. This event is completely closed-door and invitation-only, and it is designed to enable genuine peer-to-peer learning and networking for the regional private wealth community.
Speakers
2023 Speakers
J.J. Kirby
Senior Director of Investment Research, Envoi
Kevin McDevitt
Head of Global Manager Research, RBC Wealth Management
Greg Stalsberg
Chief Investment Officer, Ryan Financial Group
James Ulland
Founder, Ulland Investment Advisors
Carol Schleif
Chief Investment Officer, BMO Family Office
Christopher Kelley
President and Senior Portfolio Manager, Compass Capital Management
Jacqueline Griffith Crowley
Managing Director, Sifwell Capital Management
Dennis Markway
President, Iron Horse Wealth Management
Alexander Källebo
Chief Investment Officer, All Star Financial
Dennis Santos
Chief Investment Officer, Okabena Investment Services
Eric Hutchens
President and Chief Investment Officer, Allodium Investment Consultants
Steve Lear
Principal, Affiance Financial
Jonathan Henshue
Vice President, Director of Alternatives Strategy, Johnson Financial Group
Michele Martin
President, Lurie Wealth Advisors
Allen Wallace
Chief Investment Officer, Basepoint Wealth
Sheila Berube
Vice President and Senior Investment Strategist, Bernstein Private Wealth Management
Jeffrey Huge
Chief Investment Officer, JWH Investment Partners
Eric Teal
Managing Investment Director, U.S. Bank Private Wealth Management
Sponsors & Partners
2023 Sponsors
SUPPORTED BY:
• CFA Society Minnesota
LEAD SPONSOR:
• Hatteras Invesment Partner
PLATINUM SPONSOR:
• Cottonwood
GOLD SPONSORS:
• ARES
• CNL
• Homestead Funds
• Midloch
• Moerus Capital Management
• Setanta Development Capital
• Voya Investment Management
• Westwood Holdings Group
SPONSORS:
• Allianz
• Forum Capital Advisors
• Hines
• Man
• Marsh McLennan
• Pacific Life
• Piper Sandler
• Touchstone Investments
• Traction Capital