Powering the growth of private wealth in private equity

The Private Wealth Forum is where top RIAs connect with leading private markets managers.

Join the leaders revolutionizing how private wealth managers can access alternative investments, from firms such as Advent International, Blackstone, KKR, and TPG.

Learn how wealth managers have successfully integrated PE into their offerings, the structures they recommend, and meet with the managers that can provide real growth to you and your clients.

RIAs serving HNWIs may be eligible for complimentary access to the forum and more.

Shape your strategy

Examine the fund structures and platforms private equity firms are building that align with HNW client needs.

Spark partnerships

Meet major fund managers and RIAs navigating the $80 trillion private wealth opportunity for private equity.

Stay ahead

Participate in discussions to plan how to successfully grow the impact of private wealth in private equity.
 

Join the most influential managers in private markets

Who should attend?

Why you should be in the room

  • Find out why the RIA strategy is mobilizing. Why private equity, why now?
  • Discover successful private equity strategies already being deployed by RIAs representing HNWIs.
  • Blueprints on incorporating private equity into a HNWIs portfolio through new fund structures and platforms.
  • Link with the right partners whose ethos aligns with your needs, risk profile and return expectations.
  • Shape the conversation of the future of private wealth in private equity.

All about private wealth

Private Wealth Workshop (invite only)

Join private wealth managers, family offices and RIA peers for interactive networking and discussions.

Moderator: Susan McAndrews, Strategic Advisor, Independent

Private Wealth Speed Networking

Who: RIAs, family offices and private wealth teams.

Private Wealth Dinner

Invitation-only dinner

Networking escapades

Golf: The Annual NEXUS Cup (invite-only)

Join attendees for a round of golf (18 holes) and networking on the luscious JW Marriott course,
followed by a cocktail reception.

All levels of experience are welcome.

Culinary Masterclasses

Tour the herb garden, enjoy wine and sharpen your pizza spinning skills as you connect.


Casual bonding over the art of divine cocktails or mocktails that will leave your pallet cleared for excellent conversations.

Pickleball Matchplay

Let your competitive spirits fly while making before the conference has even begun.
Beginner lessons. Intermediate-level rounds. Pre-grouped or self-grouped.

Sponsorship

For information about sponsorship opportunities, contact Jimmy Kurtovic

Meet RIAs

Engagement and thought leadership with RIAs leading the way for HNW clients

Elevate your connections

Be at the forefront of all planned Private Wealth networking time

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