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Annual Private Wealth Midwest Forum

17 Nov 2020 Add To Calendar
About Followers 23 Reviews Exhibitors Photos Speakers 11 Travel Deals

The 6th Annual Private Wealth Midwest Forum is designed to bring together attendees including the leading RIAs, family offices, Private Banks and HNW wealth managers from across the region for a day of peer networking and knowledge share. Our agenda will cover asset allocation, alternative investing, asset protection as well as regulatory compliance and an outlook of the financial markets and the global economy. After working for 2½ years at William Blair & Company, LLC, John founded Ariel .. continue reading Investments in 1983 to focus on undervalued small and medium-sized companies. Patience served as the cornerstone of a disciplined approach that still drives the firm today. In addition to following stocks as a college student, John also played basketball under Hall of Fame coach Pete Carril. Beyond Ariel, John is a board member of McDonald’s, NIKE, The New York Times Company and serves as vice chair of the board of trustees of the University of Chicago. Alternative Investments Private Equity, Hedge Funds, Real Estate, Commodities and esoteric asset classes all hold appeal for wealthy families – how do we demystify allocations outside the traditional markets?.


Timings

09:00 AM-06:00 PM (expected)
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Entry Fees

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Participants

100 - 500
Delegates
Based on previous editions

Category & Type

Conference
Business Services
Wellness, Health & Fitness

Editions

17 Nov 2020 Interested
12 Aug 2020
12 Dec 2019
14 Aug 2018
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Frequency Quarterly

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Markets Group Inc Top Rated

USA 120 Total Events / 58 Upcoming Events
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User Community [ Users who have shown interest for this Event ]

Sheila chalfie

Sheila chalfie

vp at Limitless Medical Inc

Chicago, United States
Shunyu Yao

Shunyu Yao

Founding Team Member at Dream Exchange

Chicago, United States
Emmanuel Okechukwu Okoye

Emmanuel Okechukwu Okoye

executive Vice Chairman at Edwards View Limited

Port of Spain, Trinidad & Tobago
Michael Allan Yumang

Michael Allan Yumang

Managing Director at Istana Estika

San Fernando, Philippines
Zach Lindquist

Zach Lindquist

Family Office at Laureate Wealth Management

Chicago, United States
Matthew Neff

Matthew Neff

Director at Thompson Thrift

Indianapolis, United States
Jared F.

Jared F.

Independent Contractor at WealthyOnez, LLC

San Diego, United States

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Speakers (past edition)

Speaker
Katherine Lintz

Katherine Lintz

Founder and CEO, Matter Family Office at Matter Family Office St. Louis, United States
Speaker
Randy Hardy

Randy Hardy

Principal & Vice President at Clune & Associates Chicago, United States
Speaker
Jim Borovsky

Jim Borovsky

member, executive committee at Gofen and Glossberg LLC Chicago, United States
Speaker
Kevin Rochfor

Kevin Rochfor

Managing Director and Senior Resident Officer at Bessemer Trust Chicago, United States
Speaker
Benjamin Pace

Benjamin Pace

Chief Investment Officer at HPM Partners LLC New York, United States
Speaker
Michael DiMedio

Michael DiMedio

President at YMCA of Metropolitan Chicago Chicago, United States
Speaker
Alexander Condrell

Alexander Condrell

Portfolio Manager at Main Street Financial Chicago, United States
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Venue to be announced

Chicago, USA

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