The Boh Heppe Group Experiences

BHG Experiences

Explore The Boh Heppe Group’s events—designed to inform, inspire, and challenge. Join us throughout the year for engaging, educational, and thought‑provoking experiences that spark conversation and connection.

If you would like more information on any of our events, or if you’d like to RSVP to an upcoming event or conference call, please email us at bohheppegroup@rwbaird.com.

BHG Upcoming Events

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Baird Wealth Strategies

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Past Events & Replays

Click Here to access Corliss' Presentation

May 6^th2026 Quarterly Experts Unplugged Series

Why Families Choose a Corporate Trustee

Featuring, Corliss Taylor JD, MBA, CFTA

Director for Baird Trust Growth & Strategists

Click here to watch the replay. Password: qZtM3m2h

January 21^st, 2026 Quarterly Experts Unplugged Series

2025 Recap & What's Ahead in 2026

Featuring, Max Mann, CFA CMT

Portfolio Manager for Specialized Asset Management

Click here to watch the replay. Password: mK6upAcF

Click here to access Max's presentation.

Click here to access Mark's presentation.

October 29^th, 2025 Quarterly Experts Unplugged Series

Geopolitical Update & Market Opportunities

Featuring, Mark Keller, CFA

CEO & CIO for Confluence Investment Management

Click here to watch the replay. Password: nCunwPu3

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Landscape in the Holy Cross Wilderness, Colorado