Surround yourself with the people important to your growth
360+ industry stakeholders bring you endless opportunities
Who attends?
Connect with 360+ senior decision makers including:
- Family Offices
- Wealth managers/financial advisors
- Consultants
- Operators
- RIAs
- Real Estate fund professionals
- Private Equity Investors
- Service Providers to the Industry
- And more!

A snapshot of confirmed attendees
- Aurora Companies
- Aven Financial Group
- Bank of America Private Bank
- Bernstein Private Wealth Management
- Bessley LLC
- BlackTORO Asset Management
- Bradley & Company Private Wealth Management
- Bulltick, LLC
- Cairi Legacy Partners
- Chapnick Family Office
- Complete Financial Solutions
- Cooper Family Office
- Deutsche Bank
- Enterprise Community Investment
- Fiori Financial Group
- Fondo Atlas
- Fortitude Investment Group
- Gamma International Bank
- Harbor Ithaka
- Integrated Capital Management
- J.P. Morgan Private Bank
- J.P. Morgan Wealth Management
- JK Financial Services
- Kaplan Group of Companies
- Ligo Partners
- Lionchase North America
- Lithium Capital Management
- LPL Financial
- MAS Advisors LLC
- Masters Investment Group
- Merrill Lynch
- Morgan Stanley
- MSF Capital Advisors
- Napali Partners
- Paragon Wealth Group
- Pelican Crest, Inc.
- Phillips Private Wealth (LPL)
- Raymond James
- RIK Enterprises, LLC.
- Saber Wealth Management
- Scala Capital
- SlateStone Wealth
- Spectra Capital
- UBS Financial
- W5 Group LLC
- Wells Fargo Advisors