Elite Summit 2017 | Marcus Evans | 6 November 2017 | Montreux Palace, Avenue Claude-Nobs 2, 1820 Montreux, Switzerland

The Elite Summit is the premium forum bringing top tier buyers and sellers together. As an invitation-only event taking place behind closed doors, the summit offers the independent advisers of wealthy private investors and international fund and asset managers an intimate environment for focused discussion of the key new drivers shaping wealth management asset allocations.

The quality of the Elite Summit 2017 is a direct result of its exclusivity. Participation at the summit is by invitation only, which enables marcus evans to guarantee the quality and networking value of the executive level delegation. Registration is strictly limited to ensure the highest level of interaction between delegates and sponsors.

Delegates will include senior executives responsible for investment strategy, asset allocation and outsource decision-making from the following:

• Multi Family Offices
• Single Family Offices
• Independent Financial Advisers
• Private Trusts
• Private Foundations

At the summit, you will experience a dynamic programme delivered by esteemed professionals like you. Compelling speakers and dynamic moderators are carefully selected to prompt discussion and challenge the status quo. All summit sessions take place behind closed doors.

A result of ongoing dialogue with your peers, the summit agenda is aligned with the most relevant market developments. Key topics for 2017 include:

• The Complete Picture – Continuously adapting portfolio strategies to political, financial and macroeconomic climates to successfully reduce volatility and protect assets.

• The Realities of Risk – Inspecting existing models and methodologies to identify the best approach to portfolio optimisation.

• Digging Deep – Finding value for money assets by excavating into every aspect of the investment structure to build a stable and safe cash flow.

• Strong Pillars – Securing solid family succession, education and conflict resolution planning by engaging the next gen in sharing the common vision of family values, goals and passions..

• On the Fast Track – Embracing technological disruption and keeping up with cross-industry innovation to rejoice your portfolio.

• Do Good & Get Rewarded – Implementing socially responsible investment policies to contribute to ESG impact and deliver long term value creation.

• Playing By The Book – Exploring and implementing upcoming transparency regulations and their effects on the investment universe to protect portfolios and clients.

2017 Speakers:

Reinhard Pfingsten
CIO, Hauck & Aufhäuser, Privatbankers

Omar A Fayed
Group CEO, Earth Space, Technical, Ecosystems Enterprises

Dr Klaus Bente
Founder & Family Member, Adi Dassler, International Family Office; Co-Founder, leAD, Sports Accelerator

Lorraine Grace
Family Member, Sterling Grace Group

Claude Suter
VP, Banque Bonhôte & Cie

Lorraine Grace
Family Member, Sterling Grace Group

2017 Partners:

• BarclayHedge
• CAIA Association
• EurekaHedge
• Hedge Connection
• Preqin
• Real Estate Investment Times
• SLT
• AST