Conferences

Upcoming Partner Conferences

Date: 27-29 May, 2024 | Venue: Fairmont Le Montreux Palace, Montreux, Switzerland

The Elite Summit is an invitation-only, premium forum bringing together the leading family office investors with the most renowned investment solution providers in an intimate environment for a focused discussion of the latest strategies for best practices in private wealth management.

Date: 27-29 May, 2024 | Venue: Fairmont Le Montreux Palace, Montreux, Switzerland

The EPI Summit is an invitation-only, premium forum bringing leading pension investors and innovative asset managers. The summit’s content is aligned with key pension investor challenges and interests, relevant market developments, and practical and progressive ideas and strategies adopted by successful pioneers.

Date: 10-12 Jun, 2024 | Venue: Boston, MA

We are excited to announce that the PWM Summit returns in June 10-12, 2024 in Boston, 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 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.

Date: 12-13 Jun, 2024 | Venue: Chicago – USA

Transforming your insurance business has become a need of the hour!
The surge of InsurTech has opened up new business models, strategies, and cutting-edge technologies to leap onto the next step in your digital transformation journey.

Date: 13 Jun, 2024 | Venue: Manila, Philippines

Fintech Week London is a week-long series of events that highlight and celebrate London’s innovative fintech scene, including a flagship conference on 13 June 2024 at the Park Plaza Victoria London, which will bring together 1000+ senior decision makers from leading fintechs, banks, investment firms, regulatory bodies, media companies and service providers.

Date: 15-16 Jul, 2024 | Venue: Westin Copley Place Boston, MA

We’re excited to announce CXFS is at the Westin Copley Place Boston, MA, on July 15 – 16, 2024.  CXFS brings you a world-class speaking faculty from across the financial industry spectrum, dedicated to revealing the why’s and how’s behind the most innovative CX strategies in the world.

Date: 22-24 Jul, 2024 | Venue: Newport, RI

Come and join us at our Opal Group’s largest family office event, where family offices, private investors, and investment managers will discuss a wide variety of investment topics, including direct investing, impact investing, non-correlated assets, and many more. Don’t lose the opportunity this July 22-24, 2024

Date: 22-24 Jul, 2024 | Venue: Newport, RI

Join us to our annual financial event, where we’ll address issues that are critical to the investment success of senior public pension fund officers and trustees in the new millennium, including abilities for beneficiaries in a world of declining returns yet maintaining a balance between the risk/reward paradigms. We’ll provide a unique environment where the exchange of ideas will be fundamental for the delegates will be able to improve their businesses and generate networking connections

Date: 21 Sep, 2024 | Venue: Johannesburg, South Africa

The South Africa Traders Fair by the FINEXPO will take place at Protea Hotel Johannesburg Wanderers on 21 September 2024. The company FINEXPO is a leader in producing large finance events and has been operating for more than 18 years. Throughout the world, FINEXPO has been able to connect more than 30000 traders, investors, and financial advisors from the Forex, stock, option, bond crypto money, and forward markets from all around the world over a period of time.

Date: 7-9 Oct, 2024 | Venue: London

Since 2013, AFSIC – Investing in Africa, Africa’s investment event is the meeting place for focused networking, discussions and executing African investment deals. It has delivered year on year growth and successes for both companies seeking funding with Africa- focused investors and companies wanting to grow globally. AFSIC – Investing in Africa continues to drive investment into Africa, building a strong economic, sustainable and innovative future.

Date: 4-6 Dec, 2024 | Venue: Dana Point, CA

Join us at the CLO Summit 2024, known for being an educational forum designed for investors, issuers, underwriters, rating agencies, lawyers, and accountants. Obtain the necessary tools to stay one step ahead of their competitors and learn about rating agency methodology, legal, tax and structural considerations with the newest techniques to maximize returns and reduce risk exposure in this growing area of Asset-Backed Finance.