GLOBAL TREND EVENTS
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
For Fund Managers
Meet with pre-qualified senior decision makers at the industry’s premier RIA, Bank Trust and Family Office Firms.