Private Wealth Connection

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03-Red_Sweater.JPGThe 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.

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How it works

  • The Private Wealth Connection is designed for senior level exectutives and is by invitation only.
  • Registered participants will be able to request a pre-scheduled, twenty minute due diligence meeting via our online scheduler.
  • There will be with a wide variety of money managers and PMs at every event representing all asset classes including Alternatives, ETFs, income products, bonds, equities, REITs, commodities, etc.
  • Qualified CIOs, research analysts and managing partners from RIAs, Bank Trusts and Family Offices are fully hosted. This includes transportation, accommodations, meals and receptions.
  • 10 days before each event all qualified participants use a unique passcode to request a meeting with other participants.
  • Meeting requests must be confirmed by both sides in order to be scheduled.
  • A unique meeting schedule is generated for everyone before the event begins.
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