Private Wealth Midwest Forum | Markets Group | 15 August 2017 | University Club of Chicago, 76 East Monroe Street Chicago, IL United States 6060376 East Monroe Street Chicago, IL United States 60603

The Private Wealth Midwest Forum is designed to bring together more than 100 capital allocators and wealth managers from Illinois, Indiana, Ohio, Iowa, Michigan, Wisconsin, Minnesota, Kansas, Missouri, Nebraska, North Dakota, and South Dakota for a day of networking and knowledge sharing.

Our agenda will cover asset allocation, alternative investing, growing and passing on personal wealth as well as regulatory compliance and the current state of the financial marketplace and global economy. As this event is completely closed-door and invitation only, it has been designed to enable genuine peer-to-peer learning and networking for the local HNW community.

The Private Wealth Midwest Forum is designed to bring together more than 100 capital allocators and wealth managers from Illinois, Indiana, Ohio, Iowa, Michigan, Wisconsin, Minnesota, Kansas, Missouri, Nebraska, North Dakota, and South Dakota for a day of networking and knowledge sharing. Our agenda will cover asset allocation, alternative investing, growing and passing on personal wealth as well as regulatory compliance and the current state of the financial marketplace and global economy. As this event is completely closed-door and invitation only, it has been designed to enable genuine peer-to-peer learning and networking for the local HNW community.

Kim Kamin
Principal and Chief Wealth Strategist
Gresham Partners, LLC

David Dankmyer
Partner
Matter Family Office

Tina Milligan
Managing Director
CTC | myCFO

Keith Cardoza
Chief Investment Officer
Brownson, Rehmus & Foxworth

William Norris
Managing Director, Chief Investment Officer
The PrivateBank

Bryan Malis
Managing Director
Altair Advisers

Joseph Drozd
Director of Research
Matrix Capital Advisors

John Nicholas
Partner
Chicago Partners

Christopher Engelman
Managing Director-Alternative Investments
Cedar Hill Associates

Donald Duncan
Managing Director
D3 Financial Counselors

Steve Dudash
President, Financial Advisor
IHT Wealth Management

Michael Novak
Managing Director
Wellspring Financial Advisors, LLC

Matthew Chope
Partner
Center for Financial Planning

Michael DiMedio
President
BNY Mellon Wealth Management

Diana Joseph
Chief Investment Officer
Barrington Strategic Wealth Management Group LLC

Douglas Regan
Managing Director Region Head
J.P. Morgan Private Bank

Michael Peck
Co-Chief Investment Officer
Vivaldi Capital Management

James Borovsky
Principal, Investment Advisor
Gofen and Glossberg, LLC

Jon Henderson
Managing Director
Atlantic Trust

William Richards
President
North Star Family Office

Peter Lazaroff
Chief Investment Officer
Plancorp

Delaware Investments
ETF Securities
FS Investments
Nationwide
First Trust
Northstar Securities
PZENA Investment Management
riskalyze
RSA Ross, Sinclaire & Associates
OIC The Options Industry Council
Tradeweb Direct
Transamerica
VOYA
Wellesley Asset Management