4th Annual Private Wealth Midwest Forum 2018 | Markets Group | 14 August 2018 | University Club of Chicago, 76 E Monroe St, Chicago, IL 60603, USA

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.

2018 Speakers

David Dankmyer
Partner, Matter Family Office

Karim Ahamed
Partner, HPM Partners LLC

Lincoln Ellis
Head of Investment Strategy, Global Family Office, Northern Trust

Keith Cardoza
Chief Investment Officer, Brownson, Rehmus & Foxworth

Bryan Malis
Managing Director, Altair Advisers

Steve Dudash
President, Financial Advisor, IHT Wealth Management

Christopher Engelman
Managing Director-Alternative Investments, Cedar Hill Associates

Donald Duncan
Managing Director, D3 Financial Counselors

Joseph Glossberg
Senior Partner, Gofen & Glossberg

Diana Joseph
Chief Investment Officer, Barrington Strategic Wealth Management Group LLC

Cosmin Lucaci
Vice President, Brownson, Rehmus & Foxworth

Lucas Mansberger
Senior Manager Selection Analyst, Greenleaf Trust

Aldo Vultaggio
Director of Investments, Capstone Financial Advisors

2017 Past Speakers

Kim Kamin
Principal and Chief Wealth Strategist

David Dankmyer
Partner

Karim Ahamed
Partner

Tina Milligan
Managing Director

Keith Cardoza
Chief Investment Officer

William Norris
Managing Director, Chief Investment Officer

Bryan Malis
Managing Director

Joseph Drozd
Director of Research

John Nicholas
Partner

Christopher Engelman
Managing Director-Alternative Investments

Donald Duncan
Managing Director

Philip Huber
Chief Investment Officer

Steve Dudash
President, Financial Advisor

Matthew Chope
Partner

James Borovsky
Principal, Investment Advisor

William Richards
President

Lincoln Ellis
Head of Investment Strategy

2018 Sponsors:

• Allianz Global Investors
• Ardenton
• BPO Capital
• Carillon Tower Advisor
• CIM
• Citi
• Deware Investments
• FS Investments
• Griffin Capital Securities Guardian of Wealth
• Janus Henderson Investors
• LEGG MASON
• LSV Asset Manangement
• Ponoma Capital
• Sprott
• Wells Fargo Asset Management