9/15 to 9/16

6th Annual Wealth Management Forum

CAIA members receive a 15% discount towards registration fee

Institutional Investor's Integrated Wealth Management Forum, now in its sixth year, is renowned within the high-net-worth wealth management
community for its excellence in educational content and high caliber speaking faculty.  Chaired by industry guru and Editor of the
Journal of Wealth Management, Jean L.P. Brunel, the forum is widely regarded as the once-a-year learning and networking opportunity in the
private wealth management event calendar.
   
Breakfast and Q&A with JAY HUGHES!
Join philosopher of the family James (Jay) E. Hughes, Jr, Esq, author of
Family Wealth: Keeping It in the Family, and more recently, Family - The
Compact Among Generations for an interactive Q&A session over breakfast. 


Past Testimonials
"I go to many conferences. This is by far the best in terms of sophisticated educational content! Bravo!"
- Juan Meyer, GenSpring Family Offices, formerly Asset Management Advisors

"I found it extremely interesting....The speakers....were fabulous and right on target with the essence of the meeting."
 - Darcy Bhatia, Highmount Capital LLC

"This is the most substantive and useful conference I have attended. The best conference by far in the field of integrated wealth management."
-  Ann Kaplan, Circle Financial Group

"It was one the of the best high quality events I have been to" - Stefanie Apicella, Old Hill Partners, Inc.

Event Organizer: Institutional Investor Events

Location: Union League Club, NYC