Delegates
Join us as a Senior investment executive at the Private Equity Summit and be part of a unique and perfectly executed platform that facilitates change in your profession:
Stay up-to-date with novel ideas and trends to impact your future organizational results
Experience live face-to-face meetings with leading Solution and Service Providers
Network and connect with senior professionals to expand your knowledge base
sample list of past attendees at the summit
COMPANY NAME | JOB TITLE | |
Alesco Advisors | Chief Investment Officer | |
Belvedere Capital Advisor | Managing Director | |
Chevy Chase Trust | President, Family Wealth Services | |
GENRICH Family Office | Managing Director | |
Gonzalez Family Office | Chief Investment Officer | |
Keel Point Advisors | Chief Investment Officer | |
Morrison/Frandsen Investments | Manager | |
Nevada Trust Company | Vice President | |
Peak Trust Company | Chief Investment Officer | |
Silverhawk Family Office | Managing Director | |
Sterling Wealth Management | President | |
Wealthhaven | Managing Director |
testimonials from past delegates:
A gathering of like minded advisors and their Service Providers sharing ideas, best practices and new opportunities.
Vice President, Sanderson Wealth Management
Always a well organized event packed with actionable items presented by top industry professionals.
Managing Director, Waldron Private Wealth
I found the content excellent and with great thought leadership - also met exceptional people.
Managing Director, Mack International LLC
Reminded me of the first marcus evans event I attended 10 years ago and what a great way to meet Managers and Peers!
Chief Investment Officer, Endowment Wealth Management Inc.
The nature of one on one meetings provides a friendly an intimate environment that is second to none.
Managing Partner - Global Head of Real Estate, Green Mesa Capital LLC
I was a first time Attendee and was surprised at the high quality of the Summit. My meetings were valuable and I actually believed I saved time by attending, highly recommended.
Chief Investment Officer, Worthpointe
what makes the Private Equity Summit different:
- A strictly invitation-only event; selection of delegates according to criteria such as scope of responsibility and size of company
- Restricted number of delegates in order to facilitate successful networking opportunities
- Personalized summit and meeting schedule to suit individual requirements and provide an efficient use of time
- Keynote presentations, case studies and interactive sessions by world-class industry experts and pioneers
- A relaxed but professional business environment, in which to explore new ideas, strategies and technical developments with industry colleagues, experts and peers
- Access to the secured summit website, providing information on other delegates and each service provider prior to the event
- Individual pre-arranged one-on-one business meetings with senior representatives from key industry service providers
- An invitation which covers two nights' accommodation, all Summit materials, meals and leisure activities during the Summit
Delegate Videos
Bespoke meetings – powerful alliances
As a Delegate, you will gain access to leading solution providers enabling you to achieve your strategic and tactical goals. Meet solution providers face-to-face and build profitable business relationships in pre-scheduled one-to-one meetings. These meetings provide a forum for dialogue and information-sharing on organisational concerns and offer valuable solutions.