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