A focused, practitioner-led forum for senior private wealth professionals, CIOs, portfolio managers, RIAs, and family office leaders, exploring how portfolio construction and advisory models are evolving.
The private wealth landscape is shifting rapidly:
· Moving beyond traditional 60/40 portfolios
· Increasing reliance on private markets & alternatives
· Pressure on firms from technology, scale, and consolidation
· Growing complexity around tax efficiency and generational wealth transfer
What Attendees Will Gain
· Practical frameworks for modern portfolio construction
· Real-world insight into private markets integration
· Strategies for tax efficiency & implementation
· Perspective on how advisory businesses are evolving
· Peer-led discussion with experienced practitioners
This is designed as a highly focused, practitioner-led forum - not a distribution event - bringing together senior professionals to discuss how portfolios are actually being built and managed today. If you're working directly with client portfolios or leading an advisory business, it’s a very relevant and practical two days.