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.

Upcoming Events

GTE Wealth Forum XXV / The Vinoy  / St. Petersburg, FL / April 27-30, 2025

GTE Wealth Forum XXVI / Thompson Hotel / Dallas, TX / December 7-10, 2025

Who will Attend? Investment Advisors: Premier RIAs, Family Offices & Bank Trusts Fund Managers: Innovative firms representing all asset classes across ETFs, Mutual Funds, Hedge Funds, Private Equity and Separate Account strategies. Investment Advisors Attend Free!

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.

Problems to Improve Your Business

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.

Maximize Your Time and Investment

CONTACT US TODAY

About Us

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.

Stephanie Patti

Stephanie Patti, Founder & CEO

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. In essence you are an executor making things happen. Stephanie has always been a “make it happen” kind of person and describes her efficiency and organization as her biggest strength and her biggest weakness, as everything always has to be “just right.” Loving the event industry, she started to evaluate different types of events and since Stephanie’s husband Adam is a financial service professional, she honed in on this industry. Stephanie focused on figuring out how she could design an event that would help fund managers & investment advisors get the most out of their conference experience. This is when GTE was born. GTE Wealth Forums are designed to streamline the investment research process for investment advisors and give fund managers a venue to meet with advisors they really want to work with, all while creating an environment conducive to relationship building. Stephanie says this is the perfect job for her as it combines her love of travel and meeting new people, with her passion for execution all into one package. Stephanie is a graduate of Syracuse University and resides in Massachusetts with her husband, 3 children, and their dog Baxter.
Kathryn Shields

Kathryn Shields, Event Director

Kathryn has always had a passion for hosting parties, 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. She learned how to present to prospects and how to build out and execute various marketing initiatives. This experience led Kathryn to Global Trend Events (GTE). Kathryn has been with GTE for over 8 years starting as an Assistant and working her way to Event Director. Kathryn loves working on the GTE Wealth Forums from inception to execution. Key pieces she enjoys are creating event timelines, securing sponsorships and qualifying new attendees. She also enjoys working closely with clients and vendors and most of all seeing the event come to life. Kathryn is a graduate of Bridgewater State University and when Kathryn isn’t working, she loves spending time with family and friends, cooking and traveling!