Mon Mar 7 MST - Wed Mar 9 MST (in 5 months)
In your timezone (EDT): Mon Mar 7 7:00pm - Wed Mar 9 7:00pm
Park Hyatt Aviara Resort, Golf Club & Spa
7100 Aviara Resort Drive, Carlsbad, CA 92011, USA
At marcus evans, the well-being of our clients and employees is our top priority and we are committed to doing everything in our power to keep our summits safe and successful. For this reason, we are taking the necessary steps to minimise risk and enhance safety for our attendees and staff.
The Private Wealth Management Leadership 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.
Examining industry trends, investment opportunities and strategies for integrating across asset classes to meet clients' portfolio and impact goals
Assessing geopolitical developments and the impact on portfolio management as US relations with some countries are under the radar
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