Event Details

Join us to Experience the Future of Investment Research & Business Development.

GTE Wealth Forum

Join us to Experience the Future of Investment Research & Business Development.

Click This Link To See What The GTE Wealth Forum Is All About: GTE Wealth Forum Video

Guaranteed One-on-One Meetings Between Qualified Prospects & Innovative Solutions Providers.
Unlimited Networking with Senior Industry Executives.
Enjoy the World’s Most Beautiful Resorts at No Cost to Investment Advisors & Half the Cost of a Typical Conference for Fund Managers.

The GTE Wealth Forum is an invitation-only event which brings together senior investment decision makers from premier RIAs and Bank Trusts, with leading Fund Managers for a series of pre-scheduled, one-one-one, twenty-five minute due diligence meetings.

The GTE Wealth Forum represents an efficient way for Investment Advisors to identify new portfolio solutions for their clients, and for Fund Managers to meet with decision makers at the industry’s premier firms, while building meaningful relationships with executives across the industry in a luxurious, intimate format.

Meetings are scheduled at the request of either the Investment Advisor or Fund Manager. Investment Advisors have the option to decline meetings with Fund Managers whom they believe don’t fit their criteria.

In-Person Event Format

GTE Wealth Forum lasts for 2.5 days (3 nights).
There is a one-to-one ratio between Investment Advisors and Fund Managers.
Both Investment Advisors and Fund Managers can request and confirm up to 26 meetings.
Meeting schedules are completed prior to arrival to ensure maximum efficiency.
Various informal networking opportunities are available throughout the event.

Virtual Event Format

The GTE Virtual Wealth Forum takes place over 3 days via our online meeting portal
There is a one-to-one ratio between Investment Advisors and Fund Managers
Both Investment Advisors and Fund Managers are able to request and confirm meetings
Each meeting is 30 minutes in length and there is a wide variety of meeting times through out the 3 days to accommodate schedules
Meeting schedules are completed prior to the forum to ensure maximum efficiency

Cost to Attend Once Qualified

Investment Advisor: All expenses are paid including travel, hotel and scheduled meals (1 attendee).
Fund Manager: *Please Call* – Two senior representatives included (preferably one sales and one portfolio management representative).
An additional executive from your firm may attend for an additional charge.

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!

UPCOMING EVENTS

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