6th Annual Private Wealth Ohio Forum 2022 | Markets Group | 15 November 2022 | Le Méridien Columbus, The Joseph, 620 N High St, Columbus, OH 43215, USA
Venue
Le Méridien Columbus, The Joseph
Le Méridien Columbus, The Joseph, 620 N High St, Columbus, OH 43215, USA
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| Event Date |
Wed Nov 16 AST (about 2 years ago)
In your timezone (EST): Tue Nov 15 11:00pm - Tue Nov 15 11:00pm |
| Location |
Le Méridien Columbus, The Joseph
620 N High St, Columbus, OH 43215, USA |
| Region | Americas |
Details
This Annual 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 Ohio.
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
2022 Speakers
Travis Upton
Chief Investment Officer, The Joseph Group
Woody Uible
Principal, Bartlett Wealth Management
Michael Fickell
Co-Founder, Chief Investment Officer, FC Wealth Solutions
Jamie Menges
Shareholder, PDS Planning
Carina Diamond
Chief Experience Officer, Dakota Wealth Management
Larry Carone
Senior Managing Director, Institutional Group, Clearstead
Sponsors & Partners
2022 Sponsors
PLATINUM SPONSOR:
• PacificLife
GOLD SPONSORS:
• Distillate Capital
• Man
• Manulife
• Ruane, Cunniff & Goldfarb
• Smead
SPONSORS:
• ACD
• BNP Paribas
• Goldman Sachs
• KraneShares
• Oak Associates Funds
• Orion Advisor Solutions
• PGIM Investments
• Unico