The Private Wealth Management Summit

by | Apr 27, 2023

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The Private Wealth Management Summit is an invitation-only, premium summit bringing leading private wealth management investors and innovative fund managers and consultants. The summit’s content is aligned with key investment challenges and interests, relevant market developments, and practical and progressive ideas and strategies adopted by successful pioneers.

This Summit provides a platform that helps North Americas leading family wealth investors evaluate and partner with relevant service providers, while we connect asset management companies with these chief investment strategists.

At the Private Wealth Management Summit, you will experience a dynamic program featuring visionary keynote presentations, real-life case studies and interactive forums delivered by compelling speakers and expert moderators.


Our Keynote speakers include:

  • Michael Novak, President & CEO, Wellspring Advisors
  • Ronald Madey, Chief Investment Officer, Wealthcare Capital Management
  • Sharon Bloodworth, CEO, White Oaks Wealth Advisors
  • Carol Pepper, CEO, Pepper International

For more information on how to be a part of the Private Wealth Management Summit please visit here or contact Leyana Daccache directly here

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