7th Annual Private Wealth Midwest Forum

Harbor Capital Advisors, Inc., is dedicated to helping clients achieve investment objectives through active, cost-aware investing.

BNP Paribas is a leading bank in Europe with an international reach. It has a presence in 65 countries, with more than 190,000 employees, including more than 145,000 in Europe.

Putnam Investments is a global money management firm with 75 years of investment experience.

Grubb Properties, founded in 1963, is a vertically integrated real estate fund manager focused on the Essential Housing space through its Link Apartments℠ brand.

Calamos Investments is a diversified global investment firm offering innovative investment strategies including alternatives, multi-asset, convertible, fixed income, and equity.

Breckinridge Capital Advisors is a Boston-based, independently owned asset manager specializing in investment grade fixed income portfolio management.

Prospect Capital Management is an alternative asset manager with over $8.6 billion of assets and offices located across the United States.

LSV Asset Management is a quantitative value equity manager providing active management solutions for institutional investors around the world. LSV's founders are well known for their work in behavioral finance. Over 30 years of academic research and over 200 research papers, many of which have been

Hines is a global real estate investment, development and property manager. The firm was founded by Gerald D. Hines in 1957 and now operates in 30 countries. We manage nearly $96B in high-performing assets across residential, logistics, retail, office, and mixed-use strategies. Our local teams serve

Sandy Bay Partners is the experienced and trusted authority sponsoring unique and thoughtful alternative investments and business strategies that are environmentally, socially and economically impactful. We manage and sponsor investment programs focused on private equity and real estate development.

Cantor Fitzgerald is a leading global financial services firm, serving clients from over 30 offices around the world. Founded in 1945 as a securities brokerage and investment bank, the firm pioneered computer-based bond trading, built one of the broadest distribution networks in the industry and bec

Forum Investment Group is a private investment management firm recognized as a national leader in real estate investing. We specialize in the multifamily asset class – acquiring, building, and financing multifamily real estate throughout market cycles across the capital stack. With a deep understand

Midloch Investment Partners, with offices in Chicago, Milwaukee and Minneapolis, is a real estate investment firm and fund manager. Midloch focuses on small to middle market joint-venture equity investments. Typically, the firm invests between $1 million and $15 million in properties valued between

Amundi the leading European asset manager ranking among the top 10 global players offers its 100 million clients - retail institutional and corporate - a complete range of savings and investment solutions in active and passive management in traditional or real assets. This offering is enhanced with

Kerberos Capital Management is a boutique alternative asset manager. We seek to provide our clients excess return at every point along the risk-reward spectrum with an emphasis on yield opportunistic and hybrid strategies. Kerberos flagship strategy is providing innovative capital solutions to law f

Founded in 2001 Cumberland Trust offers a unique team approach to traditional trust and estate administration. We recognize that many individuals and their families have long-standing relationships with financial advisors attorneys and accountants. We respect these relationships and welcome the oppo

At Goldman Sachs we believe progress is everyones business. Thats why we commit our people capital and ideas to help our clients shareholders and the communities we serve to grow. Founded in 1869 Goldman Sachs is a leading global investment banking securities and investment management firm. Headquar

Since 1997 San Francisco-based Zephyr has continued to bring design innovation and technology to the forefront of the kitchen ventilation hood industry. The company has challenged the perception of what ventilation means in kitchen design and created a new awareness of the importance of a high perfo

Sound Income Group is a revolutionary financial services organization that encompasses first-in-class advisor coaching and marketing. It is a thriving RIA and a national franchise aimed at helping advisors attract new clients and exceed their expectations. It is the brainchild of visionary financial

Humphreys Capital is a real estate investment company that acquires develops and operates industrial multifamily office and retail properties in southern United States cities exhibiting diverse growth. The multigenerational team specializes in privately negotiated mid-size deals of institutional qua