Who you will meet
Your networking agenda
With lots of networking time throughout the day, plus a dedicated evening networking reception and a smart matchmaking tool, it’s never been easier to start a conversation with the right person.
Network running up to the event
We’ll open up the conference app one week before the event, so you can create a profile and start getting to know your fellow attendees.
Make sure your networking starts on the right foot.
Meet the people that matter
Establish new business by building connections with attendees and reconnect with old friends from across the industry.
Tune into hot topics discussed by the most senior decision makers in the industry, including brokers, insurance carriers, law firms, investment firms, wealth advisors and industry experts
Drinks are on us!
Prefer to network the old-fashioned way? We've got you covered. At the end of the day, network with fellow attendees over a drink or two and expand your network after a full day of in-depth discussions on the industry's hot topics.
Previous attendees include:
- Advantage Insurance
- Alex Brown
- Alliance Financial Resources
- Ares Management
- Boulevard Financial
- Carson Group
- Carson Wealth
- CEN
- Chequers Financial Management
- Clarity Life Insurance Ltd
- Cohn Financial Group
- Cooper Family Office
- Crown Global Holdings
- Family Office Association
- Financial Management, LLC
- First Republic Securities Company
- FRB Capital
- Frey Tax Law and Asset Protection
- Golub Capital
- Greenberg & Rapp Financial Group
- Hightower Advisors
- Katten
- L Investments
- Links Consulting
- Little Harbor Advisors, LLC
- M Financial Group
- Meryll Lynch
- Munich Re
- OC Consulting Group
- Oppenheimer & Co.
- Patent Veritas
- Pelion Investment Advisors
- PPLI Asia
- Premium Life Insurance
- Private Life Solutions
- Prudential
- RedWood Partners
- Security Benefit Life
- SEN FAMILY OFFICE
- Seneco Global Advisors
- Signature FD
- Sky Vision Wealth Management
- Spearhead Administrative Svcs
- Storefront
- Strider Funds
- The Gassman Financial Group
- The Leaders Group TLG Advisors
- Tower Capital
- TransGlobal Holding Company
- Wealth Management
- Zurich











