Private Wealth Midwest Forum

The 10th Annual Private Wealth Midwest Forum is Markets Group’s closed-door Chicago day for RIAs, family offices, private banks, and high-net-worth wealth managers who want peer density on allocation, alternatives, asset protection, compliance, and market outlook—not a public happy hour. The host series runs institutional-quality forums across cities; the Midwest edition lands at the University Club of Chicago on East Monroe, which is the right altitude for allocator and advisor conversations that do not belong on an open Eventbrite floor.

Access is the product. Markets Group describes the day as invitation-oriented and closed-door, with complimentary registration for qualified investors and paid tickets for managers and service providers (listed around $3,000 on the live page). CPE credit is advertised. If you are not in the RIA, family office, private bank, or allocator lane, do not expect the complimentary path to open; email IR@marketsgroup.org only if your seat matches their investor criteria, and treat the public registration block as the manager/service-provider lane.

Thursday, August 13, 2026, daytime program at the University Club of Chicago, 76 East Monroe Street. Confirm agenda, badge rules, and dress code on the live Markets Group page before you clear the calendar. Loop midday logistics are straightforward; still leave buffer for club check-in.

This forum is right if you are a Midwest wealth CIO, RIA principal, family-office operator, or private-bank teammate who needs peer rooms on alternatives and macro rather than founder pitch nights. It is a useful scout if your practice sits next to diaspora family capital and you want the institutional graph, not a chamber mixer. Pathways MBE workshops are the day before; ACG’s members-only deal social is later in the month. Bring a crisp firm-lane introduction and one live allocation or client-segment question so the closed-door format compounds.