Investment Strategy Salon Dinners
Be part of an exclusive group of ~30 individually invited wealth managers, family offices, consultants and other allocators for an evening of networking and learning about three specially selected investment opportunities your clients may be interested in for diversification and to be a part of these new growing markets.
Reserve your seat now!
What makes our Salon Dinners different? We don’t presume to tell you where to best allocate your funds, we just help you with the most important thing about your job – helping you stay informed and current on market trends and innovations. When you make recommendations, we (and your clients) want to know that you had more information than the next guy.
Our strategy sessions are interactive. You’ll gather information by collaborating with 30 of the top wealth management, family office, and other asset allocation professionals in your area, who will share your concerns while also bringing their own questions and angles to the conversation — all while enjoying a three-course meal at one of the city’s finest restaurants. Some of your most valuable contacts live and work nearby: let us help you meet them!
Investment Management Intersect Conferences
Our full-day Investment Management Intersect Conferences offer asset allocators to get a bead on what trends experts, innovators, and, most importantly, their peers see on the horizon and how you can best be poised to achieve returns in this rapidly changing economy. We are reaching out to industry leaders like you to develop agenda that are relevant, engaging, and comprehensive. Fast as markets change, forward thinking investors, fund managers, and advisors are leading the way to the future. Global trade, technology, and evolving domestic expectations play a part across the board and your best assessment comes from keeping an ear to the ground. Your clients and team want to know what’s happening – this is your chance to be that source of (beyond) conventional wisdom.
Join one of our Conference Task Forces as an advisor!
Your point view is what allows everyone to get the most out of these events! Help shape the agenda and take advantage of speaking, sponsorship, and other leadership opportunities. Your commitment can be a single phone call, a series of calls, or a speaking slot – whatever matches your interest/availability. Would you like to join a task force to develop the agenda for one of the following event themes?
- VC Intersect: The Foundations of Portfolio Success with Early-Stage Companies
- Alternative Alternatives: The Democratization of Alts
- Hard Tech Investments
- Next Generation ETFs
- Apocalypse Investment Risk Management/Volatility Summit
- Real Assets & Economic Development
- Chief Operating Officers – Optimizing Operations
- Private Equity Secondaries
- Daily Liquidity
Asset Allocator Institute: Coming to your city soon!
- Scottsdale AZ (March 19)
- Seattle WA (April 23)
- Stamford CT (May 14)
- Princeton NJ — 3rd New Jersey Investment Management Conference (July 16)
- Austin TX (August 27)
- Market Agility Summit Intersect Conference (October 15)
- Minneapolis MN / San Diego CA (November 5)
- Westchester/Fairfield County NY (November 12)
- Denver CO — Investment Management Intersect Conference (December 4)
- Charlotte NC (December 11)