July 28, 2026 – Four Seasons Minneapolis
Part of the Pivotal Wealth & Tax team spent the day in Minneapolis at the 8th Annual Private Wealth Great Plains Forum, hosted by Markets Group at the Four Seasons. The forum brought together allocators, managers, and advisors from across the region for a day of conversation on private markets, alternative investments, and the road ahead for wealth management.
On Stage: Private Markets Unlocked
Aikan Major, CEO, joined the featured panel “Private Markets Unlocked: Building Tomorrow’s Portfolios,” discussing allocation strategy, liquidity considerations, and where private wealth investors are headed next.
Moderating: Alternative Investments
Matthew Sandstrom, COO, moderated “Alternative Investments, From Diversifier to Alpha Driver,” leading a discussion on where allocators are finding the most compelling risk-adjusted returns across private equity, credit, and venture.
Keynote Perspectives from Regional Leaders
The forum also featured keynote remarks from Minneapolis Mayor Jacob Frey and Minnesota House Speaker Lisa Demuth, who offered their perspectives on economic development, local policy, and the strategic growth of the region.
A Day Well Spent
From panel discussions to policy insights, the Great Plains Forum underscored where wealth management is heading, and reinforced the importance of staying engaged with the broader conversations shaping the industry. Thank you to Markets Group, the Four Seasons Minneapolis, and everyone who made the day a success.