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 the full program contact: minac@marcusevanscy.com 



marcus evans

SOLUTION PROVIDERS

DELEGATES

ABOUT THE EVENT

© Copyright 2018 Marcus Evans

SOME OF OUR PAST SPEAKERS FROM JUNE 2018

Todd Benjamin
Former Financial Editor
CNN International

Albrecht von Arnswaldt
Partner
Spudy Family Office

Andre Brink
Director - Head of Family Office Geneva
Stonehage Fleming FO

Arthur C. Salzer
Executive Director, CEO & CIO
Northland Wealth Management

Gunnlaugur Erlendsson 
CEO
Erlendsson Family Office

Günter Ehweiner 
Head of Family Office 
Family Office for Prof. Dr. h.c. Roland Berger

Jan Lambregts
Chief Economist
Rabobank

Juan Carlos Lara President
Point5 Family office

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

SUBMIT

SOME OF THE KEY TOPICS

THE WINDS OF CHANGE
Exploring the impact of central bank policies to adapt portfolio strategies to reflect the impending shift in the market


PASSING THE BATON
Setting up strong governance structure to ensure the smooth transition of succession to a new generation


FINDING THE RIGHT ONES
Applying all the weapons at hand to scour the market for investments aligned with the risk-return profile of the family


SECURING A SWEET SPOT
Surveying the asset class market from private lending to real estate and markets from Europe to Asia to pinpoint stable and safe returns


360 DEGREE TRANSPARENCY
Embracing the heightened importance of transparency in the investment world by
implementing upcoming regulations

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
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