Monday, 30 March 2015
Last updated 4 min ago
Wealth Management Insights Summit 2014
February 24 - 26, 2014
Pointe Verde Beach Resort, Florida
This is the second annual WMI capital introduction event and conference for family office investors and alternative strategies money managers.
Pre-scheduled 1:1 private meetings between investors and managers of alternative strategies, hedge funds and private equity-type investments, with investors pre-screened for interest in the manager's strategy. Additional networking opportunities between money managers and family office investors at the conference program sessions, meals and cocktail hours.
Intentionally limited attendance size (registration is not open to service providers aiming to sell to the investment management firms).
Mar 9 2015 | 6:35am ET
As more investors look to diversify, many are beginning to use retirement funds to invest in alternative assets such as private equity and real estate. Kelly Rodriques, CEO & President of PENSCO Trust Company, explains how companies can connect with those looking to use their retirement accounts in a different way. Read more…
Mar 20 2015 | 12:45pm ET
StreetWise Partners, a non-profit organization that works with low-income individuals to help them overcome employment barriers, raised over $275,000 at the 2015 Raising the Ante Charity Poker Tournament and Casino Event last Wednesday evening at Capitale. Here are some photos from the event. Read more…