Where Financial Strategy Meets Personalized Connection

Global Trend Events

We host high-end, invitation only wealth forums focused on one-on-one appointment style meetings tailored to the needs of the financial services industry.
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UPCOMING EVENTS

Global Trend Events (GTE) hosts exclusive, high-end, invitation only wealth forums. Attendees participate in one-on-one twenty-five-minute appointment style meetings tailored to meet the needs of the financial services industry. Attendance is capped to approximately 50 top-tier Fund Companies with a similar number of Senior Investment Advisors.
  • December 7-10, 2025
  • Thompson Hotel Dallas, TX

GTE Wealth Forum XXVI

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  • April 26-29, 2026
  • The Scott Resort & Spa, Scottsdale, AZ

GTE Wealth Forum XXVII

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  • December 6-9, 2026
  • The Ritz-Carlton New Orleans, LA

GTE Wealth Forum XXVIII

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Event Agenda

To explore our exclusive event agenda, please click “Learn More.” GTE hosts high-end, invite-only wealth forums connecting top Fund Companies with elite Investment Advisors through curated one-on-one meetings.
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Wealth Forum Video Archive

Since 2013 Global Trend Events has been hosting exclusive, high-end, invitation only wealth forums creating relationships between executives at top-tier fund companies and RIAs. Below we’ve captured the energy and magnitude of our events. Take a look!
  • St. Petesburg

GTE Wealth Forum XXV

At the 25th GTE Wealth Forum, we had over 1300 meetings scheduled between 65 top-tier Asset Managers and 66 Executives at RIAs.
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  • Nashville
  • 2024

GTE Wealth Forum XXIV

The GTE Wealth Forum XXIV Nashville was the largest wealth forum to date! We had 59 Advisors, and 58 Asset Managers complete over 1200 one-on-one meetings in 2 days!
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  • Scottsdale
  • 2024

GTE Wealth Forum XXIII

At the GTE Wealth Forum XXIII in Scottsdale, AZ we had 50 Asset Managers, and 50 Advisors conduct over 1,000 meetings in just 2 days!
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  • Las Vegas
  • 2023

GTE Wealth Forum XXII

At the GTE Wealth Forum in Las Vegas, we celebrated GTE’s 10-year anniversary where it all began at the same venue 10 years ago. 49 RIAs and 47 Asset Management Firm
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  • Savannah
  • May 2023

GTE Wealth Forum XXI

At the GTE Wealth Forum in Savannah, GA we had 41 Asset Managers, and 41 RIAs conduct over 850 meetings in just two days!
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  • Charleston
  • 2022

GTE Wealth Forum XX

At our 20th GTE Wealth Forum, we had close to 1000 meetings scheduled between 46 top-tier Asset Managers and 47 Executives at RIAs. The value proposition for our Wealth Forums is very simple – make the communication between Advisors and Fund Managers efficient and effective.
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Speaker Spotlight

At the GTE Wealth Forum, presenters speak on a variety of trending topics across the Wealth Management industry offering CE credit for CFPs and IWIs. Below is a snapshot of the most recent presentations.
  • St. Petersburg
  • 2024

GTE Wealth Forum XXV

Join Thomas Cole and Jay Beidler of Distillate Capital for a lunch presentation exploring a modern, data-driven approach to equity valuation. Learn how challenging conventional wisdom and applying a “clean lens” can reveal overlooked opportunities, reduce risk, and enhance investment decision-making in today’s dynamic and often inefficient market landscape.
  • Nashville
  • 2024

GTE Wealth Forum XXIV

Join Jon McNeill, CEO of DVx Ventures and Co-Founder of VistaShares, for a compelling lunch presentation: Seizing the Moment: Capitalize on Four Converging Supercycles. Discover how these powerful economic trends are aligning to create unprecedented investment opportunities—and how you can position yourself ahead of the curve.
  • Scottsdale
  • 2024

GTE Wealth Forum XXIII

Join Garrett Pierce, Managing Director, and Catherine Howse, Vice President, for an engaging lunch presentation: “Lead to Succeed: Outstanding Leadership Starts with Emotional Intelligence.” Discover how emotional intelligence drives effective leadership. This session qualifies for 1 Hour CE Credit for CFPs. Don’t miss this opportunity to grow and lead better.
  • Scottsdale
  • 2024

GTE Wealth Forum XXIII

Join Garrett Pierce, Managing Director, and Catherine Howse, Vice President, for a dynamic lunch presentation, Lead to Succeed: Outstanding Leadership Starts with Emotional Intelligence. Gain insights into effective leadership through emotional intelligence. This session qualifies for 1-hour CE credit for CFPs. Don’t miss this professional growth opportunity.
  • Nashville
  • 2024

GTE Wealth Forum XXIV

Join Travis Walker, Business Solutions & Diversity Consultant at Allianz Life, for an insightful lunch presentation focused on Engaging Next-Gen Investors. Discover innovative strategies to connect with younger audiences, build lasting relationships, and adapt your approach to meet the evolving expectations of the next generation of wealth holders.

Sunday, December 7, 2025

Location: The Thompson Hotel, Dallas, TX

  • 4:00 PM – 6:00 PM: Event Registration

  • 6:30 PM – 9:30 PM: Welcome Dinner Reception

Monday, December 8, 2025

Location: The Thompson Hotel, Dallas, TX

  • 7:00 AM – 9:00 AM: Breakfast

  • 9:00 AM – 12:30 PM: One-on-One Meetings

  • 12:30 PM – 2:00 PM: Networking Lunch

  • 2:10 PM – 5:00 PM: One-on-One Meetings

  • 7:00 PM – 10:00 PM: Networking Event & Dinner Party

Tuesday, December 9, 2025

Location: The Thompson Hotel, Dallas, TX

  • 7:00 AM – 9:00 AM: Breakfast

  • 9:00 AM – 12:30 PM: One-on-One Meetings

  • 12:30 PM – 2:00 PM: Networking Lunch

  • 2:10 PM – 5:00 PM: One-on-One Meetings

  • 7:00 PM – 10:00 PM: Closing Dinner & Party

Wednesday, December 10, 2025

Location: The Thompson Hotel, Dallas, TX

  • All Day: Departure of Attendees