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The RIA East Investment Forum

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The RIA East Investment ForumJune 12-13, 2017
Taj Boston
Boston

Visit The RIA East Investment Forum minisite for more information.

Please join us June 12-13, 2017 at Taj Boston hotel in Boston. You will join more than 50 senior executives from the nation’s top RIAs for a forum focused on the investment strategies that advisors like you must understand to meet your clients’ needs.

The forum agenda is being developed under the guidance of an Advisory Board of your peers, the top RIAs in the nation.

If you are interested in being considered for an invitation please contact Ann Cornish, Audience Director, at +1 (212) 224-3877 or at email acornish@iiforums.com.


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5th Annual European Single Family Office Symposium

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European Single Family Office SymposiumJune 27-28, 2017
Beau-Rivage Palace
Lausanne, Switzerland

Visit the European Single Family Office Symposium site for more information.

The European Single Family Office Symposium is a great platform for single family offices and service providers to gather together, share information and learn from each other. Working closely with an Advisory Board of single family offices, the interactive agenda of small table workshops and breakout sessions touch on the particular needs and challenges of this unique group of investors. Attendance at the European Single Family Office Symposium is by invitation-only. Only qualified single family office CEOs / CIOs / Partners / Directors and family members may apply for an invitation. Firms with sponsorship and tickets are the only external investment managers permitted to attend the Symposium.

For more information, please contact Emma Whittingham, Programme Director at ewhittingham@iilondon.com or +44 (0) 207 303 1713.


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14th Annual Family Office Wealth Conference

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Family Office Wealth ConferenceSeptember 17-19, 2017
Montage Resort & Spa
Laguna Beach, CA

You may also visit us at www.iifamilyoffice.com for further updates.

Wealth In the New World Order: New Politics, New Opportunities, and New Risks

The 14th Annual Institutional Investor Family Office Wealth Conference will offer a forum in which a variety of perspectives, ideas and viewpoints will be provided on these and other topics essential to affluent families’ overall success. Through a series of expert presentations and panel discussions, families-only working groups and idea labs, seasoned family office executives and family members will examine the issues likely to have the biggest impact on their wealth, their lifestyle, their wealth, and the legacy they are able to leave for future generations.

Qualified family office directors and family members who are interested in attending the Family Office Wealth Conference, which is by invitation only, should contact Usha Bhate at (212) 224-3429 or at mailto:ubhate@iiforums.com.

Service providers interested in speaking/sponsoring the Conference should contact Usha Bhate at telephone (212) 224-3429 or via email at mailto:ubhate@iiforums.com.

 


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