Private Wealth Management Summit Spring 2019

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While we hope you can join us for this event, Marcus Evans delivers over 1000 annual events globally, so if we miss you this time we would love to keep you informed by email of other related events in your specific area of interest. Is that ok?

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    Programme

     

    The topics for the Private Wealth Management Summit are determined by continuous research with our delegates and leading wealth management executives. The program’s primary objective is to explore the key aspects and issues related to wealth management.

    Key issues for 2019 include:

    • Economic & Market Update – Providing an in-depth analysis
    • What’s New, What’s Next – Uncovering disruptive trends in wealth management
    • Talent Management – Designing a hiring and staff development program to accelerate your growth
    • Striking the Right Balance – Examining asset allocation and portfolio construction techniques for today’s market
    • Politics – Discussing the midterm elections & investment outlook for 2019
    • Interest rates –  Taking advantage of a rising interest rate environment
    • ESG & Impact Investments –  Integrating across all asset classes
    • Communication – Exploring new and innovative ways of connecting with new and prospective clients


    what attendees are saying about the program:

    Very stimulating conference with quality content. I enjoyed networking with peers from across the US.
    VP of Finance, Jovian Holdings LLC

    This was my first time attending and it was well organized and very helpful. The individual meetings were entirely valuable to my practice.
    Chief Investment Officer, Aventura Capital Management

    Beat my anticipations. Effective structure and selection of manages. Well done.
    Investment Advisor and Family Member, Chauncey F. Lufkin III Foundation Family Office

    Well organized event with an impressive group of talented investment professionals.
    CEO/Managing Director, Hightower


     

    access the full summit agenda

    For access to the full Summit Agenda please register your interest on the form to the left or email us here:

    WebEnquiries@marcusevanscy.com

    Keynote Presentations

    Keynote presentations offer a motivational and entertaining perspective on fundamental issues challenging management. The achievements of our Keynotes and their pioneering endeavors directly influence your job today. Delivering thought provoking and frank accounts of their experiences, our Keynote presenters give you the drive to develop forward-thinking ideas and strategies for your organization.

    Panel Discussions

    In addition to the traditional session format, panel discussions have been organized to give you multiple perspectives on a topic. The panel is composed of industry practitioners ready to share their ideas and debate strategic issues. As an attendee, you are encouraged to put forward your ideas, opinions and opposing arguments, creating a truly interactive Summit.

     

    Think Tanks

    Join a select group of industry peers setting the tone, pace and goals of your chosen topic in a professionally facilitated environment. Participant numbers are strictly limited, ensuring all have the opportunity to share their problems and solutions to commonly shared professional challenges. Topics for discussion are selected from industry feedback received during the development of the Summit Program.

     

    Speaker Videos