We are thrilled to announce the much-anticipated Private Wealth Management Summit, an exclusive event bringing together industry leaders, wealth managers, and wealth visionaries on September 18-19, 2023. The summit will take place at the luxurious Las Colinas Resort located in the heart of Dallas, a prime 5* location that reflects the caliber of the event.

Hosted by marcus evans, a trailblazer in the wealth management sector, the Private Wealth Management Summit aims to foster collaboration, innovation, and knowledge sharing within the private wealth management community. This event promises to be a unique opportunity for attendees to gain insights, learn from experts, and explore cutting-edge strategies for navigating the dynamic landscape of wealth management.

Key Topics to be Explored:

Portfolio Repositioning - Pinpointing how monetary policy, inflation and interest rates will affect investment decisions moving forward

Gating And Liquidity Concerns - Examining how investors are navigating “gating” and addressing liquidity concerns

Alternative Investments & Private Assets - Uncovering approaches to finding the right balance in your portfolio

Multi-Generational Wealth Transfers - Uncovering valuable Insights into preserving, transitioning & protecting family wealth

Behavorial Finance Bias - Diving into techniques for applying a disciplined approached during volatility and uncertainty

Emerging Markets - Highlighting and capitalizing on the most viable opportunities in emerging markets

The summit will feature an array of informative keynote presentations, engaging panel discussions, and informal network activities. Attendees will be encouraged to actively participate, fostering meaningful conversations and knowledge-sharing throughout the event.

To ensure the utmost exclusivity and relevance, attendance is by invitation only. High-profile speakers from renowned financial institutions and influential industry figures will grace the stage, sharing their expertise and vision for the future of private wealth management.

For more information and to request an invitation, please visit the official event website at https://bit.ly/3rrhTy3