LET'S MEET ONE ON ONE
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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
Email alejandrad@marcusevansmx.com for more information
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.
Email alejandrad@marcusevansmx.com for more information
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.
MEET 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 three 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 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 investment companies across North America. Meet with, CIOs, Deputy CIOs, CEOs, Presidents and more.
June 3-5, 2018
Eau Palm Beach Resort & Spa Palm Beach, FL.