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30th Annual Beneficial Owners' International Securities Finance & Collateral Management Conference

3 February 2025
Number of days: 2

Join us in Fort Lauderdale, FL, for The 30th Annual Beneficial Owners' International Securities Finance & Collateral Management Conference on February 3-4. As we begin our fourth decade hosting this conference, IMN's Securities Finance event has solidified its reputation as the premier gathering for beneficial owners.

Global Funding and Financing Summit

29 January 2025
Number of days: 2

This year’s GFF Summit aims to explore the evolving geopolitical landscape and its impact on market dynamics.

SASLA 2025

20 February 2025
Number of days: 1

The securities lending and collateral management conference 2025

PASLA - 2025 Annual Conference on Asian Securities Finance

26 February 2025
Number of days:

As PASLA enters its 30th anniversary year in 2025, we are proud to announce that our Annual Securities Finance Conference will be held in Macau for the first time, taking place from February 26-27, 2025.

Private Wealth Management Summit

9 December 2024
Number of days: 3

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The Private Wealth Management Summit, an exclusive invitation-only event hosted by marcus evans, is set to take place on 9 - 11 December at the Ritz-Carlton in Amelia Island, Florida. This premium summit will gather leading private wealth management investors, innovative fund managers, and consultants to address the most pressing investment challenges and opportunities facing the industry today.

As the wealth management landscape continues to evolve, the summit offers a platform for participants to engage with key topics that are shaping the future of investment strategies. Attendees will benefit from diverse perspectives and insights from industry pioneers, ensuring they are equipped with the essential intelligence needed to thrive in an increasingly complex market.

Key Topics for 2024
The summit will cover a range of critical topics, including:

- Artificial Intelligence: Exploring investment opportunities and enhancing the investment process through AI technologies.
- Transformative Times: Analyzing global economic forecasts and their impact on investment strategies.
- Alternative Investments: Identifying growth within the alternative investment sector and best practices for due diligence and fund selection.
- The Power of Reputation: Strategies for securing family legacies in wealth management.
- Multigenerational Wealth Transfer: Preparing heirs to be effective stewards of wealth and ensuring successful transitions.
- Charitable Giving & Philanthropy: Developing cohesive strategies for engaging the next generation in philanthropy.

Strategic Connections and Powerful Alliances

The Private Wealth Management Summit serves as a vital resource for North America's leading family wealth investors, providing them with the opportunity to evaluate and partner with relevant service providers. The summit connects asset management companies with chief investment strategists, fostering relationships that drive mutual success.

The Executives and Service Providers

Family office investors will find the summit to be an essential professional intelligence resource, offering insights tailored to their strategic goals. Annual assessments conducted by marcus evans focus on the unique needs of these investors, streamlining their manager selection process and introducing them to effective products and solutions.
Moreover, the summit is highly selective about the service providers it partners with, ensuring that their offerings align with the needs of investors. This collaborative approach allows for a seamless match between value propositions and prospective clients.

Innovative Solutions for the Investment Community

At marcus evans, our mission is to modernize outdated sales processes. By replacing them with efficient and cost-effective approaches, we create partnerships that enhance decision-making for investment leaders.

For more information about the summit, please visit the website or contact Leyana Dacccahe at leyanad@marcusevanscy.com