The UHNW Institute 2023 Collegium

A biannual program designed to promote peer-to-peer idea sharing on thought-provoking practice management topics. Geared toward operating principals, the program’s format is facilitator-led, utilizing plenary and small-group breakout sessions.

Thank you to our members for the overwhelming interest in our first in-person Collegium taking place on October 2 – 3 in Chicago, co-hosted with member firms, Pure Insurance and BMO. The Collegium will bring together operating principals to discuss leading practice management issues.

Fall Collegium Agenda:

October 2

October 3

*This year’s attendees will receive an email with specific details in the coming weeks.

Although our in-person Collegium has reached full capacity, if you are in the Chicago area and would like to join the waitlist, please email

We invite you to mark your calendar for our next Collegium on April 24, 2024, to be held virtually among our operating principal members.



Jamie McLaughlin

CEO at Jamie McLaughlin & Co.

Board of Directors Member at The UHNW Institute


Joe Calabrese

Chief Operating Officer at Key Wealth Management

Board of Directors Member at The UHNW Institute