Private Wealth Management Summit
Encore Boston Harbor, Broadway, Everett, MA
The Private Wealth Management 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.
The Private Wealth Management 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.
KEY TOPICS FOR 2024
Impact Investments
Examining industry trends, investment opportunities and strategies for integrating
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
Details
Costs: n/a
Event type: Conferences and congresses
Registration information: n/a
Event website: https://tinyurl.com/29v46332
Posted by: Stavros Karelidis
Organizer
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