GTE Wealth Forum 2017
DATE VARIES
The GTE Wealth Forum is an invitation-only event which brings together senior investment decision makers from premier RIAs and Bank Trusts, with leading Fund Managers for a series of pre-scheduled, one-one-one, twenty-five minute due diligence meetings.
The GTE Wealth Forum represents an efficient way for Investment Advisors to identify new portfolio solutions for their clients, and for Fund Managers to meet with decision makers at the industry’s premier firms, while building meaningful relationships with executives across the industry in a luxurious, intimate format.
Meetings are scheduled at the request of either the Investment Advisor or Fund Manager. Investment Advisors have the option to decline meetings with Fund Managers whom they believe don’t fit their criteria.
Markets Group Private Wealth Forums
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The Markets Group Private Wealth Team provides regionally-focused asset allocation and asset protection meetings, focused on single and multi-family offices, registered investment advisors, banks, trusts and wealth managers. We maintain a growing network of more than 10,000 advisors who consistently engage with us and attend our events to increase returns and stability for HNW and UHNW clients and families. The targeted content provides the most updated education on equity markets, hedge funds, private equity, real estate, metals, succession planning, tax and structuring, private placement life insurance and mutual fund investing.
Wealth Investment Exchange
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Wealth Investment Exchange is an entirely new way for financial advisors to vet products and network with peers - two days of due diligence with Fund Managers representing a wide variety of innovative financial products.
Lean in and be part of the conversation. Meet one-on-one and explore how their strategies can help you grow your client's assets. RIAs take part in a series of 16-20 twenty minute, face-to-face appointments with financial products suppliers they select to match their goals and strategies.
Wealth Investment Exchange is not affiliated with any funds, custodians or wholesalers. We are a private event management company bringing financial products suppliers and qualified RIAs together to conduct investment research and selection meetings.
Context Summit West 2018
Context Summits’ west coast event will be held again at the Monarch Beach Resort for a broad spectrum of high-quality managers and allocators. The conference will bring together qualified investors and hedge funds for two days of highly targeted and productive, prescheduled one-on-one meetings. Unparalleled networking events for all conference participants will be scheduled at conveniently located sites on or near the resort grounds.
Private Wealth Connection 2018
The Private Wealth Connection is designed to bring CIOs, CEOs, research analysts, managing partners and directors from RIAs, Bank Trusts and Family Offices together with innovative Fund Managers and PMs for a series of pre-scheduled, one-on-one, twenty minute, due diligence meetings.
RIAs, Bank Trusts and Family Offices are hand selected based on rigorous criteria and innovative fund managers/PMs are limited in each investment category ensuring a comprehensive representation of product offerings.
JV Events Group Liquid Alternative Strategies Summit 2018
New investment regime: rapidly changing markets and the role of liquid alternative strategies.
A new President, policies in transition, rising rates and unexpected changes to the world economic order – how do investors position their portfolios? What new investment opportunities may arise and what can be done to mitigate ever-changing risks? With equities fully valued and recent draw-downs in conventional bonds, traditional investments may be facing growing pressures. Investment professionals will need to move beyond simplistic solutions in portfolio construction.
In the new investment regime, Liquid Alternatives may offer potential tools for risk management, additional sources of return and diversification. Our conference provided an in-depth review of the broad spectrum of Liquid Alternative strategies and their potential role in an evolving investment environment.
Our program centered around two key tasks for allocators using or considering Liquid Alternatives:
- Picking the right strategies
- Picking the right managers
Investment professionals were part of a highly engaging and substantive day of research and due diligence. The program provided a unique opportunity to hear from a broad range of leading Liquid Alts portfolio managers regarding:
- How their strategies work
- Risk/reward characteristics
- Cost-effectiveness
- Tax efficiency
- How their funds best fit into a broader portfolio
RIA Interactive Series: Alternative Investments 2018
Join us for two days of one-on-one meetings exclusively featuring alternative investment managers and fee-only RIAs. Attendance provides you the opportunity to meet with a minimum of 15 managers, specifically selected to represent the alternative investment spectrum.
Context Summit Miami 2018
Context Summits’ flagship event will be held again in Miami in 2018 for a broad spectrum of high-quality managers and allocators. The conference will bring together qualified investors and hedge funds for two days of highly targeted and productive, prescheduled one-on-one meetings. Unparalleled networking events for all conference participants will be scheduled at conveniently located sites on or near the resort grounds.
The distinctive experience of a Context Summit begins well before the event. World-class venues are chosen that provide sophisticated surroundings, first-class meals and accommodations, impeccable service, convenient meeting spaces, and seamless event execution. The team is known for providing quick, solution-oriented responses to ensure that each attendee’s individual needs are met.
Participants can arrange one-on-one, back-to-back meetings with vetted, interested parties, keeping their time and efforts highly productive. Inclusive, single-site social events provide additional opportunities for effective networking. Overall, participants gain solid leads, cultivate tangible opportunities, and build meaningful relationships.
Context Summit Texas 2017
As the preeminent producer of events for the alternative asset management industry, Context Summits focuses on elevating the conference experience through an innovative format where targeted relationship building leads to unmatched results.
Context Summits facilitates the strategic relationship building needed to drive success and grow assets. As a pioneer of the one-on-one ‘summit’ format, Context utilizes a proven structure to deliver effective, transparent and enhanced networking for managers, allocators and investors. Through its systematic approach, Context Summits is able to attract high-quality attendees, making meetings efficient and productive.
Context Summit West 2017
As the preeminent producer of events for the alternative asset management industry, Context Summits focuses on elevating the conference experience through an innovative format where targeted relationship building leads to unmatched results.
Context Summits facilitates the strategic relationship building needed to drive success and grow assets. As a pioneer of the one-on-one ‘summit’ format, Context utilizes a proven structure to deliver effective, transparent and enhanced networking for managers, allocators and investors. Through its systematic approach, Context Summits is able to attract high-quality attendees, making meetings efficient and productive.