Private Wealth Management Summit
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2-4 December 2019
The Ritz Carlton
Grand Lakes Florida
SOME OF OUR DISTINGUISHED ATTENDEES HAVE INCLUDED
Chris J. Roe
Partner and Managing Director
Waldron Private Wealth
Ken Shoji
Chief Investment Officer
View Capital Advisors, LLC
Tammy Surratt
CEO and Founder
Legacy Family Office
Michael Pompian
Founder and Chief Investment Officer
Sunpointe Investments
email: dsacal@marcusevansch.com
WHY SHOULD YOU ATTEND AS A
The Private Wealth Management Summit only partners with a limited number of solution provider companies offering valuable services and expertise. As a solution provider you will conduct mutually selected and pre-scheduled meetings with interested buyers of your products and services.
Strategic pre-scheduled one-on-one meetings with pre-qualified buyers in a time-effective format
Cost-efficient exposure to a multitude of key players in different key functions
Numerous interactions, both formal and informal, with your target group throughout the forum for powerful alliance
A three day event offering America's leading advisers of single and multi family offices, wealthy private investors, international fund managers and asset managers a devoted environment for unparalleled business and networking opportunities in a stimulating environment.
Senior investment executives responsible for fund management and asset allocation decisions of the Family Office include: Presidents, Founders, CEOs, Managing Directors, CIOs.
REGISTER YOUR INTEREST
Contact us by filling the form to receive more information about the Private Wealth Management Summit
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Networking
Shorten Your Sales Cycle
Choose Your Meetings
WHY SHOULD YOU ATTEND AS A
Access to the secured event website where you can review premium event content and the attending service providers, to make educated meeting selections and optimise the use of your time
Personalize Your Schedule
A comprehensive directory of solution providers, allowing ample time to research and identify products which efficiently address the most pressing needs of your organization.
Find What You Are Looking For
*Excellence is not a skill. It is an attitude.
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