A Unique Capital Introduction Event
Wealth Management Insights is the first ever invitation-only, fully hosted event for Family Offices in the United States. 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.
It is designed for intimate business networking, face-to-face due diligence opportunities for Family Offices and in-depth communications opportunities for hedge funds.
The Summit also 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. The event’s networking programs, dining and networking receptions are structured to give investor and fund manager attendees the opportunity to more easily build relationships that may lead investment allocation decisions among the participating Family Offices.
Family Office Investors
Family Offices seeking to enhance return generation in and diversification of their portfolios are on the lookout for hedge fund managers, strategies and investment processes that best fit their particular investment needs.
The WMI Summit offers Family Office investors an efficient, effective way of learning about new alternative investment opportunities and conducting the important initial round of in-person meetings to gauge, beyond the data, which managers and funds are worth further due diligence.
Hedge Fund Managers
It is challenging and costly to identify and meet with Family Office investors around the country who are interested in emerging manager hedge funds.
The WMI Summit offers hedge fund managers an organized, practical way of meeting, presenting to and networking with Family Office investors in an intimate business environment.
How it works
Wealth Management Insights invites a select group of pre-qualified Family Office investors to attend. These participants receive a full participation package that covers their travel, hotel accommodations and meal expenses for the Summit on April 15-17, 2013, at The Biltmore Hotel in Coral Cables, Florida. In return, these investors agree to attend all scheduled group hedge fund investment strategy presentations and pre-arranged one-on-one appointments with hedge fund firm representatives. This ensures a time- and cost-effective and quality peer-to-peer experience for all attendees.
So, Family Office investors get to learn of, and initiate, due diligence on new alternative investment firms and strategies, and hedge funds have the opportunity to introduce themselves to key target prospects.