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WELCOME TO THE Future Of

WEALTH MANAGEMENT CONFERENCES

Global Trend Events (GTE) hosts exclusive, high-end, invitation only wealth forums. Attendees participate in one-on-one twenty-five-minute appointment style events 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.

Our Events

GTE Wealth Forums are invitation-only, luxurious, limited in attendance, and offer a networking-rich environment.

The last GTE Wealth Forum attracted Advisors which together control in excess of $43 Billion in assets, with an average of over $1.5 Billion per firm. Over 500 Advisors applied for an invitation, 50 were invited to attend.

Global Trend Events carefully limit Fund Manager attendees by reviewing product lines to reduce product overlap and ensure maximum representation of asset classes & strategies. The previous GTE Wealth Forum attracted 75 Fund Managers, of which 50 were invited to attend.

GTE Wealth Forums Solve Problems to Improve Your Business

The GTE Wealth Forum streamlines the investment research process for Investment Advisors by collapsing a month’s long process into a series of meetings over 2 days with pre-qualified firms you choose to meet with.

The GTE Wealth Forum cost effectively collapses the sales cycle for Fund Managers by providing a forum to meet dozens of qualified prospects over 2 days and importantly offers an environment tailored towards creating meaningful relationships.

GTE Wealth Forums Maximize Your Time and Investment

Investment Advisors: NO cost to attend – hotel, meals and activities are covered.

Fund Managers: costs are minimal compared to traditional conferences.

About Global Trend Events

The old trade-show model is a dinosaur in an age where markets move fast, competition is fierce, and everything comes down to an ROI calculation. Spending hours at a trade show booth hoping for some foot traffic, and then hoping that the foot traffic is comprised of qualified leads is an inefficient use of time for both Fund Managers and the Wealth Advisors that attend those shows.

The value proposition for our Wealth Forums is very simple – Make the communication between Advisors and Fund Managers efficient and effective. We understand what the wealth management industry needs in order to be successful. We are here to facilitate this.

Advisors want access to the highest quality, timely investment solutions. However they can’t spend countless hours a week listening to sales pitches and wading through hundreds of investment products. They don’t have the time for that, they want to spend their time working with their clients.

Fund Managers want to shorten their sales cycles. To do this, they need qualified prospects who are motivated to learn about their investment solutions. Meeting with decision makers and creating meaningful relationships is crucial to moving prospects through the pipeline.

Global Trend Events is the solution.

Contact Us Today

Contact Global Trend Events (GTE) to learn more about our exclusive, invitation-only wealth forums connecting top-tier Fund Companies with elite Senior Investment Advisors worldwide.

Founder & CEO

Stephanie Patti

After spending over 16 years as a Nationally Syndicated Television Producer Stephanie became intrigued with Event Production. After executing a few televised events she realized the amazing similarities between a Producer and an Event Planner.

Managing Director

Kathryn Shields

Kathryn has always had a passion for hosting, but her internships and collegiate level event courses fostered and fine-tuned her love of event management. With a background in sales and marketing Kathryn learned valuable insights on nurturing client relationships of both new and existing clients.