Private Wealth Management Summit June 2019

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    Private Wealth Management Summit June 2019

    3-5 June 2019, The Ritz-Carlton Rancho Mirage, CA

     

    The Private Wealth Management Summit is the premium forum bringing leaders from America’s leading single and multi-family offices and service providers together. As an invitation-only event, taking place behind closed doors, the Summit offers service providers and executives from single and multi-family offices an intimate environment for a focused discussion of key new drivers shaping the future of the industry.
     

    meeting expectations
    satisfied clients – instant productivity

    GNL was able to consolidate three to six months of high quality fundraising activities in three days, thanks to the Private Wealth Management Summit. The marcus evans staff was relentless from the first phone call to the final day of the event to ensure we had the best opportunity to achieve our fundraising goals.
    Associate Partner, Great North Labs

    Exceptionally well organized, quality meetings I don’t think I would have gotten on my own. Thank you.
    Partner, Orox Capital Management LLC

    Extremely efficient Summit structure, professionally executed meetings were on time and the attendees were qualified.
    Chief Investment Officer, Granite Investment Group

    The marcus evans events continue to impress. Our firm has found the Summits to be an extremely useful, cost effective and an efficient tool for meeting new, qualified prospects. The matching process ensures that all delegates maximize the use of their valuable time and connections they need to meet their objectives.
    Co-Founder and Managing Director, Granite Hall Partners

    An excellent marketplace where ideas and financial products converge for buyers and sellers.
    Chief Investment Officer, Stelac Advisory Services LLC


    marcus evans is registered with the National Association of State Boards of Accountancy (NASBA), as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be addressed to the National Registry of CPE Sponsors, 150 Fourth Avenue North, Suite 700, Nashville, TN, 37219 2417.
    www.nasba.org

     

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    What are the Benefits of a Summit?

    The marcus evans summit format is the ideal method for uniting decision makers and solution providers. The world’s foremost strategists, thought leaders and trend setters deliver visionary keynote presentations, real-life case studies and interactive sessions. A sophisticated web-based scheduling system enables delegates and providers to select one-on-one business meetings that fit their current priorities and preferences. Situated in some of the world’s most beautiful locations  and with numerous networking opportunities, participants discuss their business objectives face to face in a relaxed atmosphere.

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