May 15, 2017:
SAF Platform wins Benzinga Award for Best Alternatives Platform

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June 2017
Tuesday June 27

Institutional Investor European Single Family Office Symposium 2017

Chemin de Beau-Rivage 21, Lausanne, 1006

Last year’s symposium took place in the immediate, and somewhat chaotic, aftermath of the United Kingdom’s decision to split from the European Union.

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July 2017
Tuesday July 11

In|Vest Innovations in Investing, Saving & Advice 2017

1535 Broadway, New York, NY 10036

In|Vest brings together technology and strategy executives from across the entire wealth management community to explore the changes in the market and offer a digital vision of the future.

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Monday July 24

Opal Group Family Office & Private Wealth Management Forum 2017

1 Goat Island, Newport, RI 02840

In the course of three days, family offices, private investors, and investment managers navigate their way through the choppy waters of the past recession, while continuing to explore the best ways to map out their portfolios. With over 1000 delegates there is always an opportunity to meet potential clients.

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September 2017
Tuesday September 12

Disrupt Advice 2017

1605 Broadway, New York, NY 10019

Navigating the Present & Future of Financial Advice

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Tuesday September 12

CNBC and Institutional Investor 7th Annual Delivering Alpha Conference 2017

2 East 61st Street, New York, NY 10065

Last year's meeting delivered more than $2 trillion of investable assets represented by more than 100 influential institutional investors.

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Sunday September 17

Context Summits West 2017

1 Monarch Resort, Dana Point, CA 92629

Context Summits' west coast event will be held again at the Monarch Beach Resort for a broad spectrum of high-quality managers and allocators. The conference will bring together qualified investors and hedge funds for two days of highly targeted and productive, prescheduled one-on-one meetings. Unparalleled networking events for all conference participants will be scheduled at conveniently located sites on or near the resort grounds.

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Sunday September 17

Institutional Investor’s Family Office Wealth Conference 2017

30801 South Coast Highway, Laguna Beach, CA 92651

This three-day program will endeavor to address a range of important issues facing family office members and executives.

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October 2017
Wednesday October 11

Wealth Management Awards 2017

768 5th Avenue, New York, NY 10019

We invite you to join us in this process by encouraging your company or organization to complete a nomination application and tell us about the great things you are doing to help advisors do the best job they can for their clients.

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Monday October 23
Tuesday October 24

DC Finance’s East Coast Family Office & Wealth Management Conference 2017

38 E 37th St, New York, NY 10016

With a fresh approach to how Family Office events should look like, DC Finance is proud to present our flagship East Coast Family Office & Wealth Management Conference – a conference built by Single Family Offices and HNWI for Single Family Offices and HNWI.

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