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.
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 30-35 Fund Companies with a similar number of Advisory Firms.
For Investment Advisors
All expenses paid luxurious experience to streamline your due diligence process, network with peers and acquire industry insights.
For Fund Managers
Meet with pre-qualified senior decision makers at the industry’s premier RIA, Bank Trust and Family Office Firms.