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4th Washington DC Investment Symposium

The Inaugural Washington DC Investment Management Intersect Conference

Thursday, April 23, 2026 | Location TBA (Washington, D.C. metro area)


Join Us!

Get ready for the DC region’s premier gathering of investment professionals — the 2026 DC-Metro Investment Management Intersect Conference will bring together wealth managers, family offices, institutional investors, advisors, and fund managers for a powerful, regional forum designed to spark ideas, build relationships, and drive innovation.

Following three successful investment salon dinners in Washington, D.C., this marks our first full-scale Intersect Conference in the region — a natural next step reflecting our strong and growing constituency of private and institutional wealth managers across the capital area.

A networking event scene featuring professionals engaged in conversations in a modern conference room with large windows and stylish decor.

This is your opportunity to:

  • Connect with peers from Washington, D.C., Maryland, Virginia, and beyond — all in one location.
  • Gain insight into emerging trends, macroeconomic shifts, and investment strategies shaping the year ahead.
  • Discover new ideas in alternatives, equities, fixed income, fintech, ESG / thematic investing, and more.
  • Build partnerships — this is a place for networking, conversations, and collaboration.

“The diversity of perspectives and approaches among the panelists made for engaging conversations,
and the networking opportunities throughout the day were invaluable.”

—Chief Investment Officer, $250M RIA (NJ), re: the 2025 New Jersey Intersect Management Conference


What to Expect (so far):

We’re hard at work finalizing the speaker line-up, panels, workshops, and agenda items. Here’s what’s in store:

A networking event scene featuring professionals engaged in conversations in an elegant conference room with large windows and decorative accents.
  • Wide-ranging coverage of market drivers: macro trends, interest rates, geopolitics, international investing
  • Deep dives into thematic opportunities: AI / technological innovation, real assets, demographic shifts
  • Spotlight on alternatives: private markets, real estate, alternative credit
  • Sessions exploring the intersection of investment and technology — fintech, data tools, portfolio risk systems
  • Networking breaks, receptions, and informal settings so you can connect meaningfully
  • Panel discussions, case studies, and opportunities for Q&A

“The event brought together institutional investors and a dynamic mix of professionals from the high-net-worth
wealth management community, creating a rich environment for learning and networking.”
—Team Chief Investment Officer, $122B Family Office (PA), re: the 2025 New Jersey Intersect Management Conference


A networking dinner scene with investment professionals seated around a table, engaged in conversation in a warm, elegant restaurant setting.

Who Will Be There:

You’ll find a diverse mix of:

  • Asset Allocators: institutions, endowments, foundations, pensions
  • Wealth Managers & Family Offices seeking new strategies and ideas
  • Advisors & Private Banks working with high-net-worth clients
  • Fund Managers & Service Providers looking to forge partnerships and share innovations

“Attending the 2nd Annual New Jersey Investment Management Intersect Conference was an excellent
use of my time. There were numerous, dynamic speakers covering a series of relevant topics.”
— Partner & COO, $600M RIA (PA), re: the 2025 New Jersey Intersect Management Conference


Why Attend?

  • Expand your network with influential professionals across the DC metro region.
  • Stay ahead of the curve — gain access to insights before they become mainstream.
  • Be inspired by forward-thinking speakers pushing the envelope.
  • Bring back actionable ideas and strategies your firm can implement immediately.
  • Enjoy an immersive full-day event in the nation’s capital region, a hub for finance, policy, and innovation.
A conference scene in an elegant room with attendees seated at round tables, listening to a speaker at the front presenting on a screen about the AI ecosystem.