Private Wealth Management Summit June 2018

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    Delegates

     

    To ensure that the Summit’s delegation is of high relevancy for the attending service providers, we methodically select and qualify potential participants. Each delegate completes an application, confirming their responsibility for the budget they control and providing details on their:

    • Scope of Responsibility
    • Assets Under Management
    • Sign-off Authority
    • Interest in Purchasing Products and Services

    This selection process ensures that the attendees consist only of senior investment executives from leading single and multi-family offices throughout North America. Delegates will include senior investment executives responsible for fund management and asset allocation decisions for the single and multi family offices with job titles of President, Managing Director, Chief Investment Officer and Chief Executive Officer.


    Delegate Videos

     

    Bespoke meetings – powerful alliances

    As a Delegate, you will gain access to leading solution providers enabling you to achieve your strategic and tactical goals. Meet solution providers face-to-face and build profitable business relationships in pre-scheduled one-to-one meetings. These meetings provide a forum for dialogue and information-sharing on organisational concerns and offer valuable solutions.