Private Wealth Michigan Forum 2023 | Markets Group | 18 May 2023 | The Townsend Hotel, 100 Townsend St, Birmingham, MI 48009, USA
Venue
The Townsend Hotel
The Townsend Hotel, 100 Townsend St, Birmingham, MI 48009, USA
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| Event Date |
Thu May 18 CDT (over 1 year ago)
In your timezone (EST): Thu May 18 1:00am - Thu May 18 1:00am |
| Location |
The Townsend Hotel
100 Townsend St, Birmingham, MI 48009, USA |
| Region | Americas |
Details
This event is the region's leading conference for family offices, high net worth wealth managers, and private banks from throughout the region and one of the flagship meetings of our global private wealth series. The forum’s content was 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 from across Michigan.
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.
Speakers
2023 Speakers
Derek Bahri
Senior Wealth Advisor, Mariner Wealth Advisors
David Breuhan
Vice President, Portfolio Manager, Schwartz & Co. Investment Advisors
Jacqueline Campbell
President and Chief Executive Officer, Alexander Legacy Private Wealth
Daniel Dusina
Director of Investments, Blue Chip Partners
Daniel Greulich
Chief Investment Officer, GreenUp Wealth Management
Aaron Hodari
Managing Director, Chief Investment Officer, Schechter Investment Advisors
Svetlana Loshakov
Senior Managing Director, Head of Investments, Clearstead
Renee Mendelssohn
Senior Wealth Advisor, Waldron Private Wealth
Daniel Milan
Managing Partner, Chief Investment Officer, Cornerstone Financial Services
Brian Mosallam
Chief Executive Officer, Managing Partner, Spartan Wealth Management
Todd Moss
Managing Partner, Greystone Financial Group
Michael Poland
Founder, Chief Executive Officer, Braeburn Wealth Management
John Robbins
President, JFR Financial Services
Jason Steeno
President, CoreCap Advisors
Dewey Steffen
Co-Founder, Chief Investment Officer, Great Lakes Wealth
Andrew Stewart
Chief Investment Officer, Exchange Capital Management
Ben VerWys
Founder, Fiduciary Financial Advisors
Jill Wall
Chief Investment Officer, ISTO Advisors
Sponsors & Partners
2023 Sponsors
LEAD SPONSOR:
• Hatteras Investment Partners
PLATINUM SPONSOR:
• First Trust
GOLD SPONSORS:
• Ares Wealth Management Solutions
• Distillate Capital
• Harbor Capital Advisors
• Krane Funds Advisors
• New York Life Investments
• Noblestone Capital
• Putnam Investments
SPONSORS:
• Delaware Funds
• First Eagle Investments Management
• Primark Capital
• Hines
• Sturbridge Capital
• Touchstone Investments