Private Wealth Management Summit 2018 | Marcus Evans | 3 December 2018 | Eau Palm Beach, 100 S Ocean Blvd, Manalapan, FL 33462, USA
Venue
Eau Palm Beach
Eau Palm Beach, 100 S Ocean Blvd, Manalapan, FL 33462, USA
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| Event Date | Mon Dec 3 EST - Wed Dec 5 EST (about 6 years ago) |
| Location |
Eau Palm Beach
100 S Ocean Blvd, Manalapan, FL 33462, USA |
| Region | Americas |
Details
The Private Wealth Management Summit is the premium forum bringing leaders from America’s leading single and multi-family offices and service providers together. As an invitation-only event, taking place behind closed doors, the Summit offers service providers and executives from single and multi-family offices an intimate environment for a focused discussion of key new drivers shaping the future of the industry.
We were impressed by the efficiency of the meetings and were able to meet a significant number of people with whom we have already followed up. The event definitely serves its purpose to jumpstart marketing for a given product in a given target market! - BNP Paribas Asset Management
An excellent, well-organised event, giving us a great opportunity to meet investors. - SuMi TRUST
A very-well organised summit that fulfilled our expectations of meeting very diverse investors. APAM
Terrific! Looks like we raised $50 m. - Hayden Properties Capital Investments
Speakers
2017 Past Speakers:
Timothy Volk
Founder and Principal, T. Volk & Company
Carol Pepper
Chief Executive Officer and Founder, Pepper International, LLC.
Ernest E. Cecilia, CFA
Chief Investment Officer, Bryn Mawr Trust Company
Rafael Alcantara-Lansberg
Managing Partner, Harbor Ithaka Wealth Management
Laura Mattia, PhD
Senior Vice President, Financial Planning, Cumberland Advisors
Sponsors & Partners
2018 Sponsors and Partners:
MEDIA PARTNERS:
• preqin
• REALASSETS ADVISER