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.