Highlights from Our Recent Investment Strategy Salon Dinners
Our Investment Strategy Salon Dinners have brought together a dynamic mix of wealth managers, family office executives, consultants, and other top-tier allocators for candid, high-level discussions on emerging investment opportunities. These intimate evenings weren’t about pushing products or handing down directives. They were about what matters most in this business: staying informed, sharpening your edge, and exchanging insights with peers who are as curious, thoughtful, and discerning as you are.
As we look back at these dinners, we’re excited to share some of the conversations that took shape over three-course meals in some of the city’s finest venues. From off-the-record takeaways to surprising areas of consensus and debate, each salon offered a snapshot of what happens when strong minds tackle the questions that matter most to clients today. Here’s what you missed — and why you should want to join us next time.
- Stamford Investment Strategy Salon Dinner (November 2025)
- Metro Philadelphia Investment Strategy Salon Dinner (October 2025)
- Charlotte Investment Strategy Salon Dinner (September 2025)
- Scottsdale Investment Strategy Salon Dinner (August 2025)
- 2nd Annual New Jersey Investment Management Intersect Conference (July 2025)
- Houston Investment Strategy Salon Dinner (June 2025)
- Denver Investment Strategy Salon Dinner (May 2025)

