Our 2026 Scottsdale Investment Strategy Salon Dinner takes place on Thursday, March 19, in Scottsdale, AZ, (venue TBD) from 5pm to 8:30pm. You’ll 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.
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: that you’re informed and educable. 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 Scottsdale — people 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 most enticing restaurants. Meanwhile, our sponsors will offer you a peek into the innovative strategies they use to capture the markets in which they specialize.
- Veritas Capital will cover their middle market private equity strategy, which focuses on the intersection of government and technology.
Additional sponsors TBD; other potential topics include: Hard Tech Investments, Next Generation ETFs, Apocalypse Investment Risk Management, Real Assets & Economic Development, and Daily Liquidity.
Register for the 2026 Scottsdale Investment Strategy Salon Dinner below!