Financial Advisor and Private Wealth magazines host a variety of conferences that focus on Retirement Planning, Alternative Investments, Family Offices, Impact Investing, Women Investors and an Asset Manager Showcase. All of our events include general sessions and keynote panels as well as breakout sessions. CE credits are offered for qualified topics.

Investing in Smart Beta

March 22, 2016 | The Westin Fort Lauderdale – Fort Lauderdale, FL
Smart beta strategies have garnered a lot of attention both in the media and with investors. Approximately $1 in every $5 moving into ETFs is earmarked for smart beta funds. Designed to provide market exposure based on non-price-weighted factors these strategies have been touted to provide risk-adjusted returns in excess of traditional market-cap weighted indexes.

Russ Prince Family Office Series 2016

Grant Thornton Offices | New York, NY

Building A Financial Advisory Practice With The Ultra-Wealthy

March 22-23
Designed exclusively for financial advisors looking to meaningfully bring in more assets to manage from the ultra-wealthy.

Investing In Alternatives, Private Companies, And Non-Traditional Assets

June 21-22
Designed for financial advisors and aligned professionals looking to expand or refine their investment offerings.

Advising Middle-Market Family Businesses

September 13-14
Designed for professionals – financial advisors, attorneys, accountants, insurance agents, and bankers – who want to work with middle-market family businesses and families that control these enterprises.

Building A Highly Profitable Multifamily Office

Fall 2016
Designed for financial advisors, accountants, bankers and other professionals who want to establish or refine their multifamily offices.

2nd Annual Invest In Women

May 3-4, 2016 | Hyatt Regency Dallas
Invest In Women 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.

Nick Murray Workshop

May 4, 2016 | Hyatt Regency Dallas
The Retirement Advice Conundrum: Reconciling Emotional Wants and Financial Needs
In this 90-minute talk (followed by open-ended Q&A), Nick Murray offers the perspective both of an experienced advisor and a contemporary of your retiring clients.

7th Annual Inside Retirement Conference

May 5-6, 2016 | Hyatt Regency Dallas
The conference provides advisors with a forum to hear and share ideas on the new realities of retirement, issues they face with clients and the latest strategies offering top-level solutions to address client goals. The conference promises to make advisors feel energized with new ideas and enthusiasm to build their practices.

5th Annual Impact Investing

September 18, 2016 | Sheraton Denver Downtown, CO
Leading industry experts will share their insights and acumen on ways to gain and retain clients by leveraging the myriad attributes impact investments afford. From prospecting to client meetings and next-generation planning, attendees will amass the knowledgeware and skill set to service clients at a higher level and collaborate for a more prosperous future.

7th Annual Inside Alternatives

September 19-20, 2016 | Sheraton Denver Downtown
Using Liquid & Traditional Strategies to Diversify & Improve Alpha
The Inside Alternatives Conference 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.


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