Venue
Hyatt Regency Minneapolis
Hyatt Regency Minneapolis, 1300 Nicollet Mall, Minneapolis, MN 55403, USA

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Event Date Thu Aug 18 CDT (in 7 months)
In your timezone (EST): Thu Aug 18 9:00am - Thu Aug 18 6:00pm
Location Hyatt Regency Minneapolis
1300 Nicollet Mall, Minneapolis, MN 55403, USA
Region Americas
Details

This event is a day long investor education and professional networking event made available to a select people from the regional high-net-worth and private wealth investor community spanning Iowa, Kansas, Minnesota, Missouri and Nebraska.

Our Private Wealth Team has collaborated with local family offices, leading private banks, and top-ranked RIAs in the region in order to identify industry trends, create relevant content, secure expert speakers and deliver a forum agenda as unique as the Great Plains private wealth community.

Key Discussion Topics:
• Opening Bell: Financial and Macro-Economic Outlook for the Next 12 Months
• At first glance, the investment outlook for the next 12 months seemed to be straightforward. Growth was weak but steady until COVID-19 hit.
How to Best Take Advantage of Opportunistic Alternative Investments
• The market foresees an abundance of family offices, post-crisis regulation, technological developments, and macroeconomic shifts in demographics and economic policy. In the wake of COVID-19, market volatility is at an all-time high globally.
• Fixed Income: Realistic Expectations and Ways to Enhance Returns
• Bond yields and spreads near historic low levels are currently fueled further by the outbreak of COVID-19.
• Global and Local Equities and Their Impact on Portfolios
• How do advisors navigate slow revenue growth to alleviate the pressure on the equities market?
• Evaluating Real Assets and Real Estate Investment Strategies
• This panel examines the benefits and the drawbacks of real assets and real estate. With the effects of COVID-19, deal volume is lower across International markets.
• Opportunities in the Current Alternative Bucket
• As allocations from investors continue to rise into alternative investments, such as private debt, infrastructure and real estate, the session addresses the best ways to access these markets.
• The Future of Asset Allocation and Family Governance
• With competition for clients and assets constantly increasing, wealth management practices need to ensure that their organizational structures, service models, strategies, products and pricing are positioned to achieve growth, revenue and relationship objectives.

Speakers

2022 Speakers

Jacqueline Crowley
Managing Director, CIBC Private Wealth Management

David Kuenzi
Founder and Partner, Thun Financial Advisors

David Webb
Chief Investment Officer, The Johnston Group

Greg Stalsberg
Chief Investment Officer, Ryan Financial Group

Matt D'Attilio
Founder, Chief Investment Officer, Pegasus Partners

Seth Cogswell
Founder, Running Oak Capital

Eric Hutchens
Director of Investment Research, Allodium Investment Consultants

Chris Haarstick
Director of Investments, Wealth Enhancement Group

Jason Ranallo
Director of Portfolio Management, Vector Wealth Management

Mike Wallace
Chief Investment Officer, Founding Partner, White Pine Capital

Steve Lear
Principal, Affiance Financial

Scott Billeadeau
Principal, Portfolio Manager, Walrus Partners

Charlie Mahar
Chief Investment Officer, Chief Executive Officer, Tealwood Asset Management

Mary Ann Heine
Senior Vice President, Minnesota Bank and Trust

Nat Beebe
Portfolio Manager, Director of Fixed Income Strategies, Ulland Investment Advisors

Paul Nolte
Senior Vice President, Kingsview Asset Management

Jonathan Horick
Senior Investment Officer, Stevens Foster Financial Advisors

Tony Hallada
Managing Principal, CliftonLarsonAllen Wealth Advisors

Sponsors & Partners

2022 Sponsors

• Davis RTFs
• Goldman Sachs Asset Maangement
• American Century Investments
• CBRE
• CNL Securities
• S2K
• Columbia Theadneedle
• Macquarie
• Granite Shares
• Griffin Capital Securities
• Gurtin
• HTA
• Legg Mason
• Lord Abbett
• ODG
• Winslow Capital