Specialty Sponsors

To learn more about this exclusive opportunity, please watch the video below.

I’m a Specialty Sponsor - Why Should I Attend?

GTE Wealth Forums are an exclusive opportunity for your firm to access senior decision makers across the wealth management industry. Each Wealth Forum is intimate and gives attendees an opportunity to meet everyone in attendance.
40+ decision makers at top-tier RIA, Bank Trust and Family Office Firms.
- All Advisor attendees are senior investment decision makers (typically CIO, Heads of Research, Presidents, Partners, Managing Directors).
- Each Advisor has a minimum of $250mm AUM. Our average size Advisor is between $1-$2bn. Majority of AUM is managed on a discretionary basis.
40-60+ senior leaders at fund management firms ranging from the largest multi-strategy companies to boutique firms.
- Fund management company attendees include senior sales, portfolio management and other senior executives across mutual funds, ETFs, separate accounts and alternative LP structures.

Would getting in front of high-net-worth RIAs and Senior Asset Managers be good for your business? Do you have a service that could help this sector of the industry?

It is increasingly difficult to identify good prospects, and even more difficult to secure time with decision makers. Competition from rival firms is fierce, and prospects are busier than ever dealing with clients and attempting to wade through the dozens of calls they receive on an average week. How do you efficiently get one-on-one time with motivated prospects for your products and create the type of relationships required to close new assets? At the GTE Wealth Forum, we create an atmosphere to network with the goal of closing the deal.

Global Trend Events is Your Solution:

Efficient Use of Your Time: GTE Wealth Forums are high-level business meetings, not traditional trade shows. We invite only senior level executives at companies that have been pre-qualified by us. We aim for a minimum of a 1-1 ratio between Wealth Advisors and Fund Managers.
Invaluable Networking: Network with other top executives, share ideas and gather valuable market intelligence. Enjoy 3 fabulous networking dinner parties and an exciting optional final day activity unique to the location of each event.
Luxury Location: GTE Wealth Forums are held in top-tier luxury resorts befitting of your status in your industry. Wealth Forums are business meetings; however, it is a stress-free environment with built in breaks for plenty of time to catch up with work at the home office.
Limited Competition: We limit the number of specialty sponsors who can attend, and we seek to minimize overlap in product categories to maximize your return on investment.
Detailed Custom Attendee Information Provided: GTE creates a detailed profile of each attending firm. You also receive full contact information for all attendees to ensure you can effectively follow-up.
Cost Effective: The cost to attend is less than half of a traditional industry trade show, yet the GTE Wealth Forum provides far more targeted and impactful business development opportunities.

What Types of Specialty Sponsors Will Attend?

Companies that count Wealth Advisors and/or Fund Management firms as clients such as technology services, trading, accounting, legal, public relations firms and more.

What Types of Fund Managers Will Attend?

The GTE Wealth Forum seeks to provide a broad mix of firms ranging from high quality emerging managers to some of the largest firms in the world. The product selection from each firm is reviewed in advance of an invitation in an attempt to have represented a broad set of asset classes and strategies. Industry leaders in specific assets classes are always prioritized, as are managers referred by Wealth Advisor attendees.

What types of Advisors Will Attend?

Senior decision makers from RIAs, Bank Trusts and Family Offices with a minimum of $250 Million in AUM. While the requirements differ for each event, the bar is consistently held high to ensure the exclusive nature of the event.

Cost to Attend Once Qualified:

Please call for sponsorship fee: two senior representatives – Included
An additional executive from your firm may attend for an additional charge
Company Branding on all event materials and signage – Included
Full booth display outside of the meeting room with full access to all attendees – Included
Quality networking – all scheduled meals and activities – Included
Directory of all participants with contact information – Included

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.