Foundations & Endowments Investment Summit 2019

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    the summit program key topics

    The topics for the Private Wealth Management 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 wealth management. Key issues for 2019 include:

    • What Tax Reform Means – Discussing the implications for family offices
    • What’s New in Alternative Investments – Evaluating opportunities in 2019
    • Asset Allocation & Investment Strategies for Families – What’s the current approach?
    • Family Business Succession Planning – Uncovering strategies to ensure a successful transition
    • Investing and Psychology – Taking an In-Depth look a behavioral finance and investment management
    • Chasing Yield – Best practices for navigating the current private equity landscape
    • The Danger of Wealth – Addressing the non-financial risks that families face

    what attendees are saying about the program:

    The event lived up to my expectations. It exposed me to new areas of investments. The content in the presentations was largely useful.
    President, Stonnington Group

    Very well run event. The quality of speakers and the attendees is at a very impressive level. There is a nice balance between content and socializing.
    Managing Director - Western U.S. Region, GenSpring Family Offices

    A very well run event, great venue and impressive participants.
    Managing Director of Investments- Florida, The Private Client Reserve of U.S. Bank


    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:

    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