7th Annual Private Wealth Ohio Forum 2023 | Markets Group | 9 November 2023 | Sonesta Columbus Downtown, 33 E Nationwide Blvd, Columbus, OH 43215, USA

This event 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.

2023 Speakers

Travis Upton
Chief Executive Officer & Chief Investment Officer, The Joseph Group

Dan Cupkovic
Director of Investments, Argi Financial Group

Woody Uible
Principal, Bartlett Asset Management

2023 Sponsors

LEAD SPONSOR:
• Hatteras Investment Partners

GOLD SPONSORS:
• Homestead Funds
• Innovating Capital
• Noblestone Capital
• New York Life Investments
• S2K
• Voya Investment Management

SPONSORS:
• Addepar
• Axos Advisor Services
• Bitwise
• Chestnut Healthcare Real Estate
• Hines
• Krane Shares
• Neuberger Berman
• River
• Rockbridge
• Strive