Private Wealth Management Summit 2023 | Marcus Evans | 6 March 2023 | Fairmont Grand Del Mar, 5300 Grand Del Mar Ct, San Diego, CA 92130, USA

This summit is an invitation-only, premium summit bringing leading private wealth management investors and innovative fund managers and consultants. The summit’s content is aligned with key investment challenges and interests, relevant market developments, and practical and progressive ideas and strategies adopted by successful pioneers.

Key topics:
Impact Investments
• Examining industry trends, investment opportunities and strategies for integrating across asset classes to meet clients' portfolio and impact goals

Geopolitical Risks
• Assessing geopolitical developments and the impact on portfolio management as US relations with some countries are under the radar

Alternative Investments
• Pinpointing the growth of the alternative industry and best practices in due diligence, fund selection and monitoring these types of investments

Machine Learning & AI
• Reducing human intervention and taking advantage of the enormous amounts of data available to enhance decision-making and address key investment problems

Multigenerational Wealth Transfer
• Developing a plan for preparing the heirs to be good stewards of wealth and techniques for ensuring a successful transition

Charitable Giving & Philanthropy
• Working with clients to develop a cohesive strategy and exploring innovative ideas for engaging the next generation in philanthropy and charity

This summit provides a platform that helps North Americas leading family wealth investors evaluate and partner with relevant service providers, while we connect asset management companies with these chief investment strategists.