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Conference

Family Office & Private Wealth Management Forum

19 - 21 Jul 2021Add To Calendar
Gurney's Newport Resort & Marina, Newport, USA
AboutFollowers 25ReviewsExhibitorsPhotosSpeakers 1Travel Deals

"Annual Financial Private Wealth Management Forum"
Family Office & Private Wealth Management Forum will feature dialogue driven panel discussions led by consultants and family offices. PowerPoint presentations are prohibited during the sessions but may be made available on our mobile app. In this conference family offices, private investors, and investment managers navigate their way through the choppy waters of the past recession, while continuing to explore the best ways to map out their portfolios. With over 1000 delegates there is always an opportunity to meet potential clients. Discussions will cover a wide variety of investment topics including direct investing, impact investing, non-correlated assets, etc.


Timings

09:00 AM-06:00 PM (expected)
Not Verified

Entry Fees

Check Official Website

Participants

100 - 500
Delegates
Based on previous editions

Category & Type

Conference
Banking & Finance
Home & Office

Editions

Jul 2021 Interested
+10 more editions

Frequency Annual

Official Links

WebsiteContacts


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Different Located Editions
Napa, USA20 - 22 Oct 2021
22 Followers
Vancouver, Canada15 - 16 Sep 2014
1 Followers
Geneva, Switzerland04 - 06 Jun 2014
1 Followers
Toronto, Canada21 - 22 Jan 2014
1 Followers

Organizer

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Opal Group Inc.

USA133 Total Events / 18 Upcoming Events
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User Community [ Users who have shown interest for this Event ]

Timothy A. Kovacs

Timothy A. Kovacs

Investment Consultant at La Hoja Capital Management

Miami, United States
Bobby Trickett

Bobby Trickett

Construction Management at CM&B

Boston, United States
Rakesh K Jain

Rakesh K Jain

Chairman at FSL SOFTWARE TECHNOLOGIES LTD

New Delhi, India
Kevin Roy

Kevin Roy

Intern at Stelios Asset Management PVT Ltd

Bandra, India
SERGEY BOGATYREV

SERGEY BOGATYREV

Consultant at BBS (BEST BUSINESS SOLUTIONS) PTE. LTD.

Singapore
Goher Munir

Goher Munir

Brand Manager at Mountain Areas Conservation & Development Services

Muzaffarabad, Pakistan
Tedra Lynn

Tedra Lynn

Owner at FND4U

Johnstown, United States

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Speakers (past edition)

Speaker

Chairman & CEO, ScorpionComputerServices.com & ConciergeUp.com, Executive Producer of Scorpion... Los Angeles, United States
41.491663-71.327598

Venue Map & Directions

map of Gurney's Newport Resort & Marina

Gurney's Newport Resort & Marina

1 Goat Island, Newport, RI 02840
USA

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