Joseph Sroka speaking at Private Wealth Central States Forum – August 23rd

August 15, 2023


On Wednesday, August 23rd, NovaPoint’s chief investment officer, Joseph Sroka, CFA, CMT will be speaking at Markets Group’s Private Wealth Central States Forum in Nashville.

Joe will be a panelist on the forum’s Opening Bell panel, “The Next 12 Months at a Glance,” with several other investment professionals.

The Private Wealth Central States Forum is the leading conference for RIAs, family offices and private banks from throughout the region. The forum’s content is developed through hundreds of one-on-one meetings with the high net worth family wealth management community and the program’s speaker faculty is primarily comprised of leaders in the sector across Central States.

The agenda covers asset allocation and protection, equity markets, fixed income, alternative investments, as well as succession planning and an outlook of the financial markets and the global economy. This event is completely closed-door and invitation-only, and it is designed to enable genuine peer-to-peer learning and networking for the regional private wealth community.

For more information, visit the event webpage.

For more information about NovaPoint Capital, visit our website.