Present
 

Present


 

The Innovative Alternative Strategies 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.
This event brings together readers from Financial Advisor and Private Wealth magazines, including financial advisors, RIAs, independent and wirehouse reps, private bankers, wealth advisors, trust officers and family office executives to learn about and discuss various categories of alternative investments, including: REITs, Hedge Funds, Specialty ETFs and Mutual Funds, Private Equity, Managed Futures, Options, Commodities, Derivatives and Structured Products, Life Settlements and Premium Finance.
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.
 

Presents
 

The very wealthy ($30 million or more) are strongly
gravitating to the multi-family office model. It’s proving to be one of the most effective ways of sourcing and working with
the very wealthy. Concurrently, the structures and dynamics of the multi-family office are quickly and, in some ways, dramatically, evolving.
For advisors who want to be able to offer a suite of financial and related services as well as select value-added services, understanding the best practices in the field is essential. At the same time, for professionals such as attorneys and accountants, knowing how to work with multi-family offices can produce a steady stream of new, very high-net-worth clients.
Over two days this conference will provide state-of-the-art insights and perspectives on the multi-family office business. Moreover, best practices will be explicitly addressed in the smaller interactive sessions.
 

Present
 

Emulating the conference structure employed by global investment banking firms, this conference will attract over 150 leading fiduciaries, for 2 days of presentations focused on the investment capabilities and insights of up to 30 investment management firms and their selected sub-advisors. The goal of the Summit is to streamline the traditional due diligence path by enhancing access, insight and interaction in a collegial educational setting and empower decision makers.
 

Present
 

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. The symposium 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. This conference promises to make advisors feel energized with new ideas and enthusiasm to build their practices.