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.
Upcoming Events:
GTE Wealth Forum XXVI / December 7-10, 2025 / Thompson Hotel Dallas, TX
GTE Wealth Forum XXVII / April 26-29, 2026 / The Scott Resort & Spa, Scottsdale, AZ
GTE Wealth Forum XXVIII / December 6-9, 2026 / The Ritz-Carlton New Orleans, LA
What are Wealth Forums?
Exclusive, high-end, invitation only one-on-one appointment style wealth forums tailored to meet the needs of the financial services industry. Attendance is intimate and capped to approximately 50 Fund Companies with a similar number of Advisory Firms
For Investment Advisors
For Fund Managers
Meet with pre-qualified senior decision makers at the industry’s premier RIA, Bank Trust and Family Office Firms.
