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Wealth Management Insights

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Wealth Management Insights

Wealth Management Insights (WMI) is the first ever invitation-only, hosted event for Family Offices, bringing them together with Hedge Fund Managers. It is designed for intimate business networking, face-to-face due diligence opportunities for Family Offices and in-depth communications opportunities for hedge funds. It's not a traditional conference. Rather, it's a new relationship-building 2-1/2 day event for education, networking and exploring new strategies for alpha generation. The Summit includes conference sessions and intimate networking opportunities with top industry experts offering insights, advice and actionable ideas for both Family Office attendees and hedge fund firm participants. Wealth Management Insights unrivalled format allows 100% of your focus to be on appointments, business and content that will allow you to shape your investment strategies for the future.


Fall 2016


Ponte Vedra Beach, FL


Event Highlights

Who, What and Why? Now Asset Allocators and Hedge Fund Managers have an exclusive event all their own. Wealth Management Insights assembles key players…

    • Hedge Fund Investors from Corporate, State, Local and Municipal Pension funds
    • Family Offices
    • Trust Department Managers
    • Fund of Funds Executives and
    • Wealth & Asset Management Services Executives

…that would like to meet with leading Hedge Funds who can help them with the challenges ahead.