6th Annual Private Wealth Great Plains Forum 2024 | Markets Group | 24 July 2024 | Hyatt Regency Minneapolis, 1300 Nicollet Mall, Minneapolis, MN 55403, USA

This 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.

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.

Key Discussion Topics
Economic, Political & Global Markets Outlook:
• With inflation rates declining and indications that the Federal Reserve may be slowing or pausing its aggressive policy restraint, how will markets react and where new opportunities for investing will arise?
Now and Then: Impact, Esg and Responsible Investing:
• Currently, we find ourselves in a positive domestic GDP environment, with optimistic corporate earnings growth, a strong dollar and a volatile stock market. What is to be expected in 2024 and beyond?
Equities and Their Impact on Portfolios:
• Huge opportunities remain available for investors considering predictions for 2024. Aside from energy, where are the biggest opportunities? Will ESG be affected as volatility cripples some specific industries?
Emerging and Opportunistic Alternative Investing:
• Private Equity, Venture, Hedge Funds and other alternatives investments hold appeal for wealthy families. How are wealth managers viewing future allocations as valuations increase and dry powder sits on the sidelines?
Fixed Income Investments:
• Global growth remains positive and central banks around the world continue to unwind what has been a very accommodating monetary policy. However, with volatility likely to stay high, investors must continue to do their homework.
Real Asset and Real Estate Investment Strategies:
• With volatility expected to continue throughout 2024 in public markets, investors with appetite for less risk will be turning to real estate and other real assets investments. Still, finding the best opportunities will require great due diligence and patience.
The Future of Wealth Management:
• With competition for clients and assets on the rise, wealth managers need to ensure that their asset allocation strategies and wealth management services are looking towards a better future.

2024 Sponsors

LEAD SPONSOR:
• US Energy Development Corporation

PLATINUM SPONSORS:
• Cantor Fitzgerald
• Deepwater Asset Management

GOLD SPONSORS:
• Equi
• Krane Shares
• Nuveen

SPONSORS:
• Altum
• Goldstar Trust Company
• Global X
• Grubb Properties
• Highland Capital Brokerage
• Hines
• Meketa Capital
• Roers Companies
• Simplify ETFs