Fund managers are reshaping PE for RIAs like you

Private equity is evolving for private wealth, seize the momentum and make sure your clients’ portfolios have a front row seat.

Join to:

  • > Connect with top private equity managers building platforms tailored for you
  • > Shape the conversation to ensure that your evolving needs are met

Qualified RIAs and private wealth managers are eligible for complimentary access.

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Crafting the perfect private equity allocation

A 5-step guide for RIAs serving high-net-worth clients 

RIAs need to match clients to the right fund types. Gain key insights on choosing the right private equity structure for each client’s needs.

Get the guide to hear more expert takes on private wealth from:

Marina Wealth’s Noah Damsky; Crewe Advisors’ Seth Merrill, Hightower Advisors’ Robert Picard; Homrich Berg’s Josh Rowe; and Evoke Advisors’ Alex Shahidi.

"Interval-type funds allow for smaller- investor accreditation, with lower minimums. You also need regular liquidity, and for funds to be available in qualified accounts."
Katie Klingensmith
Edelman Financial Engine
“Feed clients good and accurate information that’s relevant to their life. Don’t leave them to learn from the noise elsewhere.”
Noah Damsky
Marina Wealth
“The fundamental difference lies in the blind pool risk that PE investors face. They are placing their trust in the GP to identify attractive investments.”
Robert Picard
Hightower Advisors

 

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Join the most influential managers in private markets

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Ardian
Blackrock
Blackstone
Bridgepoint Credit
Carlyle
Dawson Blue
EQT
TPG

 

 

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Meet RIA peers and managers to help you:

Shape your strategy

Examine the fund structures and platforms private equity firms are building that align with your client’s needs

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Proven strategies to navigate the complexities of fund selection

Engage with GPs renowned for their private wealth expertise, successfully bringing PE to their high-net-worth clients. They offer tailored opportunities to navigate your strategy through alternative investments.

Get connected with institutional-grade alternatives and build a more-informed private markets strategy that turbocharges returns.

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

Effortless meetings with the right people

The Connections Concierge

Our team hand-selects high-value meeting recommendations based on your goals, ensuring you’re connected with the right people before the event even begins.

We’ll handle the introductions so you can focus on building relationships that matter – no guesswork, no wasted time.

Request your complimentary pass (opens in a new tab)