Lean in and be part of the conversation

 

Our mission is to connect CIOs, research directors, analysts and managing partners with innovative fund companies and portfolio managers enabling them to be more productive and successful via a series of pre-scheduled, one-on-one meetings spread out over 2 days.

 

We help thousands of investment professionals source, connect, meet, and find investment solutions by helping you build a network of trusted relationships.

Fund & Portfolio Managers

 

A Better Way to Get Traction

Connecting with RIAs and Bank Trust Officers in a time efficient and cost effective way has never been easier.

 

Unlike traditional conference models, at the Private Wealth Connection you can dive deep into pre-scheduled, one-on-one conversations with RIAs, Bank Trusts and Family Offices who are interested in learning more about funds representing a wide variety of asset classes - ETFs, Alternatives, mutual funds, equities, REITs, bonds, income products, international funds and much more.

 

Managers and advisors make requests for one-on-one meetings using our online appointment scheduler. 

 

You're spending countless hours travelling or standing in a tradeshow booth.  Experience the Private Wealth Connection and see the difference.

​Advisors/CIOs/Trust officers

A Better Way to Conduct investment Research

 

Conducting due diligence has never been easier with the Private Wealth Connection.   

Our high touch approach allows you to select and schedule a series of one-on-one due diligence meetings with fund managers and PMs from a wide variety of asset classes who will help you develop sophisticated, appropriate and personalized solutions for your clients. 

 

Qualified advisors, CIOs, research directors and managing partners are fully hosted for each event. This includes  (flight, accommodations, meals, receptions and transfers) for 1, 2 or 3 nights depending on the event selected.


Both advisors and managers/PMs can make requests for meetings using our online appointment scheduling software which opens 2 weeks before each event.

Comprehensive online profiles are made available for all participants prior to each event.