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.

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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.

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