The GTE Wealth Forum is an invitation-only event which brings together senior investment decision makers from premier RIAs, Bank Trusts and Family Offices with leading Fund Managers for a series of pre-scheduled, one-one-one, twenty-five-minute due diligence meetings.
We focus on high-end, intimate forums specifically designed for the unique investor segments of the wealth management industry.
We focus on high-end, intimate forums specifically designed for the unique investor segments of the wealth management industry.
The value proposition for our Wealth Forums is very simple – Make the communication between Advisors and Fund Managers efficient and effective.
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.
Make the communication between Advisors and Fund Managers efficient and effective.
We focus on high-end, intimate forums specifically designed for the unique investor segments of the wealth management industry.
We focus on high-end, intimate forums specifically designed for the unique investor segments of the wealth management industry. Learn More…
© 2020 All rights reserved Global Trend Events