Markets Group: Over 200 RIAs, private banks, and family offices will meet in Ohio next week to discuss asset allocation and protection

NEW YORK, April 21, 2016 /PRNewswire/ -- Markets Group's Private Wealth Ohio Forum is the leading networking and peer-to-peer education channel for family offices and RIAs servicing America's eighth largest HNW state community. The meeting will take place on May 3^rd, in Cleveland, and will bring together over 200 RIAs, private banks, and family offices for a series of high-level panel discussions and networking sessions that cover alternative investments, asset protection and succession planning, amongst other pressing topics facing managers operating in the region.

To request the agenda click here: Private Wealth Ohio Forum.  

30+ Speakers Include:

John Augustine, Chief Investment Officer, Huntington Wealth & Investment Management

Paul Bodnar, Partner and Investment Specialist, CM Wealth Advisors

Richard Alt, Chief Investment Officer, Carnegie Investment Counsel

Albert LaCava, President & Chief Investment Officer, Assurance Investment Management

Andrew Connors, Partner & Senior Advisor, Fairport Asset Management

Michael Novak, Managing Director, Wellspring Financial Advisors, LLC

Glen Johnson, Managing Director, Mirador Family Wealth Advisors

Jeffrey Malbasa, President & Chief Investment Officer, Spero-Smith Investment Advisers, Inc.

James Blue, President, Private Harbour Investment Management & Counsel, LLC

Peter Franz, Chief Investment Officer, Beacon Financial Partners

Satricia Rice, Senior Managing Director, Hartland

Darian Chen, Chief Investment Officer, Ariel Capital Advisors, LLC

Donald Ross, Chief Investment Officer, Alpha-Squared Capital Management

If your firm is interested in reserving a place at the meeting, please contact Karishna Perez at [email protected] or +1 646-216-8581.

Contributing Partners: BlackRock, Diamond Hill Capital Management, First Quadrant, First Trust, Mercury Capital Advisors, Prudential, Shaker Investments, Vanguard and Vorys Legal Counsel.

About Markets Group:

Markets Group is an executive forum organizer with a track record of 175+ conferences in over 20 countries. Founded in 2009 in New York, NY, Markets Group has grown into one of the largest and most successful conference organizers in the Americas, with over 65 professionals operating out of our headquarters in Midtown Manhattan. We have successfully executed events in North America, South America, Europe, the Middle East, and Asia. Additionally, Markets Group was recently named one of America's 5000 fastest-growing private companies by Inc. Magazine and distinguished us as the #1 conference organizer and #1 financial services firm based in NYC.

SOURCE Markets Group

Related Links

https://www.marketsgroup.org