PRIVATE WEALTH MANAGEMENT SUMMIT

WHEN

Media Partners

* Target qualified buyers

* Network in a 5 star resort

* Shorten your sales cycle by initiating new relationships directly with decision makers and develop rapport face-to-face

* Accomplish 6-12 months of standard sales efforts in just two days by reaching ultimate budget decision makers

* Get access to premium event content, exclusive presentations and interactive panels

December 3-5, 2017

Las Vegas, Nevada

ATTEND AND:

PREVIOUS ATTENDEES INCLUDE:

Timothy Volk

Founder and Principal, T. Volk & Company

Ernest E. Cecilia, CFA

Chief Investment Officer, Bryn Mawr Trust Company

Franklin J. Parker

Chief Investment Officer & Director, Bright Wealth Management

Carol Pepper

Chief Executive Officer and Founder, Pepper International, LLC.

Laura Mattia, PhD

Senior Vice President, Financial Planning, Cumberland Advisors

Rafael Alcantara-Lansberg

Managing Partner, Harbor Ithaka Wealth Management

Email alejandrad@marcusevansmx.com for more information

This forum has become our flagship investment event in North America, and continues to grow substantially since we first launched it. This Summit brings leaders from America’s leading single and multi-family offices and qualified service providers together and offers them an intimate environment for a focused discussion of key new drivers shaping the future of the industry in the region.
Senior investment executives responsible for fund management and asset allocation decisions of the Family Office include: Presidents, Founders, CEOs, Managing Directors, CIOs.
The attending providers are leaders in the provision of investment products, services, technology and information to the Family Office executives. They will provide cutting edge solutions to forward-thinking investors, interested in staying ahead of the market.

December 3-5, 2017

Las Vegas

Email alejandrad@marcusevansmx.com for more information