April 21-22 | Grant Thornton Offices | New York, NY
Whether you’re a financial advisor, investment advisor, wealth manager, multifamily office or another type of high-net-worth professional, it’s essential to understand your target market and offer a platform of capabilities that will attract and retain wealthy clients.
June 9-10 | Grant Thornton Offices | New York, NY
This two-day conference for middle-market private equity firms reviews proprietary research conducted with senior executives at portfolio companies that address their selection decisions, and the range and value of the strategic support their private equity fund investors provide.
A Workshop For Accounting Professionals
June 16 | The Offices of Focus Financial Partners | New York, NY
Many accounting firms are actively moving into the family office arena. While there’s no question that a well-managed family office practice can be extremely lucrative, relatively few practices have achieved their potential for the accounting firms within which they operate. This one-day workshop will address some of the critical considerations and opportunities for accounting-based family office practices.
July 13-14 | Sheraton Denver Downtown
Using Liquid & Traditional Strategies to Diversify & Improve Alpha
The Liquid Alternative Summit looks beyond traditional alternative investments and strategies and into the “new breed” of alternatives, how they are perceived by the investing public, and how they are being utilized by successful advisors. To form our outstanding faculty, the editors and contributors of Financial Advisor and Private Wealth will be joined by chief investment and compliance officers, respected wealth advisors and prominent authorities from throughout the alternative investment community.
October 5-6 | Hyatt Regency Boston
For wealth advisors who wish to deliver their exceptionally wealthy clients a suite of financial and related (family office style) services as well as select value-added services, understanding the best practices in the field is essential. At the same time, knowing how to collaborate with single and multi-family offices can produce a steady stream of new, very high-net-worth clients.
October 7-8 | Hyatt Regency Boston
This series of regional events will feature portfolio managers and specialists representing established, boutique, emerging and undiscovered managers. Each event will feature a day and a half of presentations focused on the investment capabilities and insights of up to 24 select investment management firms and their sub-advisors.
March 30-31 | The Venetian Resort | Las Vegas
#InvestInWomen is an impactful forum of discussion that generates inspiration and solutions. This conference explores the leading edge of wealth management from both the growth and the disruption perspectives as examined by visionary, top-ranking and seasoned women in the industry. Fully leverage your greatest resource, tap the largest market, and build the relationships that will propel you into the executive suites of the industry.
March 31 | The Venetian Resort | Las Vegas
Retirement income planning is a critical need for tens of millions of Americans, and they know it. Still, many advisors have difficulty starting the conversation with prospects, and then keeping the conversation on track to its successful conclusion. Nick’s program contains the most specific and even intense scripting most advisors will ever have heard. Its highlights are (1) a priceless offer which involves no cost, either to the prospect or the advisor, and (2) a ten-minute, yellow-pad analysis which lets the prospect show himself exactly what he will need to do in order to arrive at his accumulation goal.
April 1-2 | The Venetian Resort | Las Vegas
The editors of Financial Advisor and Private Wealth magazines bring together key industry experts and prominent advisors to share their insights and strategies on this crucial topic. This event has been created to enhance the ability of the advisory community to assist clients who are planning for retirement or need help meeting their individual retirement needs. This conference promises to make advisors feel energized with new ideas and enthusiasm to build their practices.