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Speaking Engagements

  

The annual OCIO Central Summit is a one day meeting of 100+ Outsourced Chief Investment Officers and Institutional Consultants based throughout the midwest. Our audience gathers for a day of panel discussions, presentations, Q&A, and networking.

22-22 March 2023
  

The 7th Annual Private Wealth Midwest Forum is designed to bring together attendees including the leading RIAs, family offices, Private Banks and high net worth wealth managers from across the region for a day of peer networking and knowledge share.

Our agenda covers asset allocation, alternative investing, asset protection as well as re

09-09 August 2023