5th Annual Private Wealth Ohio Forum 2021 | Markets Group | 18 November 2021 | Hilton Columbus Downtown, 401 N High St, Columbus, OH 43215, USA
Venue
Hilton Columbus Downtown
Hilton Columbus Downtown, 401 N High St, Columbus, OH 43215, USA
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| Event Date | Thu Nov 18 EST (about 3 years ago) |
| Location |
Hilton Columbus Downtown
401 N High St, Columbus, OH 43215, USA |
| Region | Americas |
Details
The 5th Annual 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.
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 has been designed to enable genuine peer-to-peer learning and networking for the regional private wealth community.
We’re committed to the health and safety of all of our attendees. At each of our events the following COVID-19 related protocols will be in place to ensure a safe and comfortable experience for all guests:
• All attendees are required to be *fully vaccinated
• Modified room set up and seating arrangements
• Temperature check upon entry
• Enhanced cleaning and sanitation stations
• Limited touch food and beverage service
Speakers
2021 Speakers
Travis Upton
Chief Investment Officer, The Joseph Group
Woody Uible
Principal, Bartlett Wealth Management
Clint Edgington
Partner, Beacon Hill Investment Advisory
Michael Fickell
Co-Founder, Chief Investment Officer, FC Wealth Solutions
Tony Schirmang
Vice President of Investor Relations, Origin Investments
Andrew Werner, CAIA
Vice President, CBRE Global Investors
Sponsors & Partners
2021 Sponsors
GOLD SPONSORS:
• BNY Mellon
• Harbor Funds
• MGG Investmnet Group
• Nationwide
• New York Life
SPONSORS:
• Artisan Partners
• Blackstone
• Credit Suisse
• LSV Asset Management
• Origin Investment
• Pomona Capital
• Putnam Investments