You've got a fiduciary responsibility to manage your clients' investments. Your screens only give you so much information.
Get face-to-face with managers/PMs
representing all kinds of investment options.
More family offices are turning to fund managers to handle a wide array of
alternative investment options. Get to know what's out there with targeted one-on-one due diligence meetings.
Bank Trusts monitor investment performance and selection for thousands of investors. Spend your time wisely by consolidating valuable meetings with active managers and their PM teams.
Connect Events Group creates high level, peer to peer meetings for financial services firms. Powerful, attendee driven, face-to-face meetings provide unparalled ROI.
We change the way companies conduct
business by offering investment professionals a chance to meet, network and CONNECT in a way that is simply not possible with other forms of marketing.
Connect Events Group is not affiliated with any fund managers, custodians,
financial advisors, bank trusts, or family offices.
Participation in the Private Wealth Connection meets industry compliance regulations.
Connect Events Group
123 Fifers Lane, Suite 100
Boxborough, MA 01719
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ALL RIGHTS RESERVED.