Programme
The topics for the Private Equity Summit are determined by continuous research with our delegates and leading wealth management executives. The program’s primary objective is to explore the key aspects and issues related to private equity.
Key issues from the 2019 Private Wealth Management Summit included:
- Economic & Market Update – Providing an in-depth analysis
- What’s New, What’s Next – Uncovering disruptive trends in wealth management
- Talent Management – Designing a hiring and staff development program to accelerate your growth
- Striking the Right Balance – Examining asset allocation and portfolio construction techniques for today’s market
- Politics – Discussing the midterm elections & investment outlook for 2019
- Interest rates – Taking advantage of a rising interest rate environment
- ESG & Impact Investments – Integrating across all asset classes
- Communication – Exploring new and innovative ways of connecting with new and prospective clients
what attendees are saying about the program:
Very stimulating conference with quality content. I enjoyed networking with peers from across the US.
VP of Finance, Jovian Holdings LLC
This was my first time attending and it was well organized and very helpful. The individual meetings were entirely valuable to my practice.
Chief Investment Officer, Aventura Capital Management
Beat my anticipations. Effective structure and selection of manages. Well done.
Investment Advisor and Family Member, Chauncey F. Lufkin III Foundation Family Office
Well organized event with an impressive group of talented investment professionals.
CEO/Managing Director, Hightower
access the full summit agenda
For access to the full Summit Agenda please register your interest on the form to the left or email us here:
WebEnquiries@marcusevanscy.com
Keynote Presentations
Keynote presentations offer a motivational and entertaining perspective on fundamental issues challenging management. The achievements of our Keynotes and their pioneering endeavors directly influence your job today. Delivering thought provoking and frank accounts of their experiences, our Keynote presenters give you the drive to develop forward-thinking ideas and strategies for your organization.
Panel Discussions
In addition to the traditional session format, panel discussions have been organized to give you multiple perspectives on a topic. The panel is composed of industry practitioners ready to share their ideas and debate strategic issues. As an attendee, you are encouraged to put forward your ideas, opinions and opposing arguments, creating a truly interactive Summit.
Think Tanks
Join a select group of industry peers setting the tone, pace and goals of your chosen topic in a professionally facilitated environment. Participant numbers are strictly limited, ensuring all have the opportunity to share their problems and solutions to commonly shared professional challenges. Topics for discussion are selected from industry feedback received during the development of the Summit Program.
Speaker Videos