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Conference

Family Office & Private Wealth Management Forum

20 - 22 Jul 2020
Gurney's Newport Resort & Marina, Newport, USA

About Followers 23 Reviews Exhibitors Photos Speakers 1 Travel 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

20 - 22 Jul 2020
22 - 24 Jul 2019
16 - 18 Jul 2018
24 - 26 Jul 2017
View More

Frequency Annual
Next edition likely in Jul 2021

Official Links

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Different Located Editions
Vancouver, Canada 15 - 16 Sep 2014
1 Followers
Geneva, Switzerland 04 - 06 Jun 2014
1 Followers
Toronto, Canada 21 - 22 Jan 2014
1 Followers

Organizer

Logo Follow Company

Opal Financial Group Inc.

111 Total Events / 34 Upcoming Events

User Community [ Users who have shown interest for this Event ]

yan

yan

Asset Servicing at BNY Mellon

San Francisco, United States
Stephanie JOBST

Stephanie JOBST

Senior Director at City Club Apartments

Farmington Hills, United States
Jeremy Wallis

Jeremy Wallis

Investor at Stonegate Digital Capital

Boston, United States
mr

mr

SFO at Beamonte Investments

Boston, United States
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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