SHORTEN YOUR SALES CYCLE

Conduct one-on-one business meetings with top decision makers, meet with 10-15 contacts per representative and accomplish 6-12 months of standard sales efforts in 
just two days. We help you reduce the cost of your new business development by placing you in the same place as your peers.

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. 

FOCUSED CAPITAL RAISING

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

QUALIFIED INVESTORS

Conduct pre-scheduled one-on-one business meetings with decision makers directly responsible for capital allocation. 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

CONTACT US!

Learn more...

The Private Wealth Management Summit delivers world class briefings from some of the leading minds in the private wealth industry. 

 Join our Summit along with leading regional family offices and wealth advisors and international fund managers and consultants in an intimate environment for a focused discussion of key new drivers shaping wealth preservation and investment strategy.

Target Accredited Investors Looking to Allocate Funds in Various Asset Classes

Media Partners

We were impressed by the efficiency of the meetings and were able to meet a significant number of people with whom we have already followed up. The event definitely serves its purpose to jumpstart marketing for a given product in a given target market! - BNP Paribas Asset Management


An excellent, well-organised event, giving us a great opportunity to meet investors. - 
SuMi TRUST


A very-well organised summit that fulfilled our expectations of meeting very diverse investors. APAM
Terrific! Looks like we raised $50 m. - 
Hayden Properties Capital Investments

© marcus evans - 2018 All Rights Reserved.

Email alejandrad@marcusevansmx.com for more information

Email alejandrad@marcusevansmx.com for more information

PRIVATE WEALTH MANAGEMENT SUMMIT 2018

December 3-5, 2018 

Eau Palm Beach Resort & Spa | Palm Beach FL.


PREVIOUS ATTENDEES INCLUDE


Timothy Volk

Founder and Principal, T. Volk & Company 

Ernest E. Cecilia, CFA

Chief Investment Officer, Bryn Mawr Trust Company

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


Are you a Delegate or a Solution Provider?

Delegates will include senior executives responsible for investment strategy and asset allocation decision-making from the following:

     • HNWIs and families          • Multi-Family Offices                  • Single-Family Offices       • Private Family Foundations
 

 

Delegate

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2

Solution Provider

The solution provider category will include Fund Managers, Asset Managers, Investment Consultants, Financial Advisories, Private Banks, Financial Institutes, and organisations that provides funds or any form of financial products.

Please do note that we have specific categories for solution providers. Email me at alejandrad@marcusevansmx.com to find out which category you fall under and we would be more than happy to assist you.

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