Elite Summit

5-7 November 2018   |  Fairmont Le Montreux Palace | Montreux | Switzerland

The Elite Summit is the premium forum bringing top tier Family Offices together with qualified leaders of wealth and international asset managers.

The one-to-one business meetings provide access to prominent Family Offices actively evaluating a small number of new managers and partners.

For more information: minac@marcusevanscy.com

SOLUTION PROVIDERS

DELEGATES

ABOUT THE EVENT

© Copyright 2018 Marcus Evans

SOME OF OUR DISTINGUISHED SPEAKERS 

Professor Eli Talmor
Founder
Institute of Private Equity, London Business School

Brandon Laughren
CIO
The Laughren Group

Alexander Felman
Managing Director
Felman Family Office

Eric Munson
CIO
PSP Ventures

Edward Goodchild
Director
CHAWKER & Co

Nabil Nazer
CIO
Al Sulaiman Group

Robert Anthony
Founder
Anthony & Cie

Lex van Dam
Partner
Hampstead Capital

ABOUT MARCUS EVANS SUMMITS

marcus evans summits are high level business forums for the world’s leading decision-makers to meet, learn and discuss strategies and solutions.

Held at exclusive locations around the world, these events provide attendees with a unique opportunity to individually tailor their schedules of keynote presentations, case studies, roundtables and one-to-one business meetings. 

TESTIMONIALS

Excellently organised! Highly interesting participants! Top class!

CONTACT US

SOME OF THE KEY TOPICS

SPECIAL OPPS
Utilising alternative strategies to attain innovative assets in a constantly changing market

THE TECH SAVVY FAMILY OFFICE
Enhancing business operations and offering a unique value proposition by embracing the latest and greatest tech developments

PERFORMANCE SCOUTING
Canvassing global opportunities to source sustained portfolio profitability

UNLOCKING ESG CAPACITY
Developing and implementing socially responsible policies to satisfy ESG requirements and deliver long term value creation

SUCCESS IN SUCCESSION
Creating firm family succession, education and conflict resolution planning to solidify core family values

• Your delegate package at the Elite Summit includes all the essentials needed for a productive and rewarding event. As a delegate, you will receive:

• A three-day streamlined agenda consisting of compelling presentations, interactive forums and business meetings provoking your creativity, and offering superior knowledge and practical insights

• Access to the secured event website where you can review premium event content and attending solution providers to make educated meeting selections and optimise the use of your time

• A comprehensive directory of solution providers, allowing ample time to research and identify products which efficiently address the most pressing needs of your organisation

• An experienced event management team dedicated to facilitating your participation and ensuring optimal use of your time out of office

• Two nights accommodation

As a sponsor of the Elite Summit you will conduct mutually selected and prescheduled one-to-one meetings with interested buyers of your products and services.
Prior to the event, you will receive exclusive access to the profiles of all delegates, allowing you to make educated meeting selections. Delegates are also requested to review the profiles of participating sponsors and select the ones that best fit their strategic and tactical needs. Employing a secure web-based scheduling system, selections are matched by order of priority and mutual interest.

To ensure that the summit’s delegation is of high relevancy for the attending sponsors, we methodically select and qualify potential participants. Each delegate completes an application, confirming their responsibility for the investment budget and providing details on:

• Total portfolio size of minimum 100 million Euros and over
• Sign-off authority on investment and outsourcing decisions
• Current portfolio and service needs
• Geographic regions of interest
• Portfolio composition by asset class
• Investment and purchasing priorities for the next 6-18 months

Fill out the form on the right to receive more information about the Elite Summit:

For the full program contact: minac@marcusevanscy.com 

A SAMPLE OF PAST DELEGATES

• Principal - Alden Capital
• Partner - Allba Holdings
• MD - ALENA
• VP - Al Midas International Group 
• CIO - Arcano Wealth Advisors