We are excited to announce that the Private Wealth Management Summit returns in June 10-12 at Encore Boston Harbor Boston, MA, USA! 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.

The topics for the PWM Summit June 2024 are determined by continuous research with our delegates and leading enterprise executives. Some of the key issues for Summit 2024 include:

-Impact Investments
Examining industry trends, investment opportunities and strategies for integrating across asset classes to meet clients’ portfolio and impact goals

-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

At the PWM Summit, you will experience a dynamic program featuring visionary keynote presentations, real-life case studies and interactive forums delivered by compelling speakers and expert moderators.

Our Past And Current Collaborations With Key Influencers Include

-Chris Halaska, Chief Investment Officer – Avalon Advisors

-Rafia Hasan, Chief Investment Offcer – Wipfli Financial Advisors

-Kevin Koehler, Director, Investment Strategy – Miracle Mile Advisors

-Jay Rogers, Chief Executive Officer – Four Thirteen, LLC

-Edwin Ryu, Founder, President and Chief Investment Officer – Legacy Wealth Advisors

-Michael Ashley Schulman, Chief Investment Officer – Running Point Capital Advisors

-Michael Wagner, Managing Director – Tolleson Wealth Management

-Stephen C. Biggs, CFA, CAIA, CFP, Principal/Chief Investment Officer – HC Financial Advisors, Inc.

-Michel Del Buono, PhD, Chief Investment Officer – Jordan Park

-Aoifinn Devitt, Chief Investment Officer – Moneta Group

-Brett Horton, COO & Head of Global Investments – Paris-Roubaix Group

-Jim Kozlowski, Senior Managing Director, Private Equity – Venturi Private Wealth Management

To register your interest please click here:  http://tinyurl.com/a6yv6rwt
For more information please contact Stavros Karelidis at stavroska@marcusevanscy.com or call at 646-741-3059