PRIVATE WEALTH MANAGEMENT SUMMIT

September 9-11, 2019

Four Seasons Resorts & Club Dallas, at Las Colinas, Irving, TX

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

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.

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.

The one-on-one business meetings in our exclusive format, provide access to the decision makers from leading single and multi family offices and RIAs across North America. Meet with CIOs, CEOs, Presidents as well as Matriarchs and Patriarchs.

Email dsacal@marcusevansch.com for more information

SHORTEN YOUR SALES CYCLE

Conduct one-on-one business meetings with top decision makers, meet with 10-15 private wealth investors and accomplish 6-12 months of standard sales efforts in just three days.

REACH ULTIMATE BUDGET DECISION MAKERS

We help you initiate new relationships and networking opportunities with your decision-making peers. Personally select the executives you would like to meet at the event via the secured summit website, review detailed profiles of all delegates and the organizations they represent.

REDUCE COST OF NEW BUSINESS DEVELOPMENT

Obtain exclusive access to the senior delegation and present your services and products in a controlled environment where provider participation is strictly limited per product category. We help you reduce the cost of your new business & professional development and all related expenses by placing you in the same place as your peers, in an exclusive setting.

FOCUSED CAPITAL RAISING

Stage meetings with investors committed to deploying capital and who have specific interest in your strategies.

MEET QUALIFIED INVESTORS

Conduct pre-scheduled one-on-one business meetings with decision makers directly responsible for capital allocation’ face-to-face. All this in a five star venue.

INVIGORATE YOUR BUSINESS

In just two days - raise capital faster through a time efficient format and shorten your business implementation & professional development cycles.

See what your peers have to say

Target Accredited Investors Looking to Allocate Funds in Various Asset Classes