Where Financial Strategy Meets Personalized Connection

Global Trend Events

Real conversations. Real connections. Real value.

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.

Watch CEO & Founder Stephanie Patti break down why GTE conferences stand apart from any other networking event in the industry.

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.

GTE Wealth Forum XXVII

GTE Wealth Forum XXVIII

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.

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!

Global Trend Events’ Stephanie Patti On Streamlining Manager Due Diligence At Conferences

We were so happy to partner with RIA Database and Julie Cooling at the GTE Wealth Forum Dallas, where Founder & CEO Stephanie Patti breaks down why GTE events stand apart from any other networking experience in the industry. Real conversations. Real connections. Real value.

GTE Wealth Forum XXVI Dallas, TX 2025 Event Recap Video

This recap video captures the key moments from The GTE Wealth Forum Dallas, bringing together allocators, fund managers, and industry experts for an in-depth exchange of insights and perspectives. From focused presentations and manager discussions to meaningful networking, the event highlighted our commitment to rigorous due diligence, transparency, and long-term partnership.

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.

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!

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!

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

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.

GTE Wealth Forum XXVI Dallas: VistaShares Lunch Presentation

Powering Intelligence: The Infrastructure of Innovation From chips to charge, investing in the supercycles shaping tomorrow. Jon McNeill CEO & Founder, DVx Ventures, Co-Founder, VistaShares

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.

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.

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.

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.

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.

Global Trend Events

UPCOMING EVENTS

GTE Wealth Forum XXVII

GTE Wealth Forum XXVIII

Event Agenda

Wealth Forum Video Archive

Global Trend Events’ Stephanie Patti On Streamlining Manager Due Diligence At Conferences

GTE Wealth Forum XXVI Dallas, TX 2025 Event Recap Video

GTE Wealth Forum XXV

GTE Wealth Forum XXIV

GTE Wealth Forum XXIII

GTE Wealth Forum XXII

Speaker Spotlight

GTE Wealth Forum XXVI Dallas: VistaShares Lunch Presentation

GTE Wealth Forum XXV

GTE Wealth Forum XXIV

GTE Wealth Forum XXIII

GTE Wealth Forum XXIII

GTE Wealth Forum XXIV

Sunday, April 26, 2026

Monday, April 27, 2026

Tuesday, April 28, 2026

Wednesday, April 29, 2026