Over the three-day event, attendees engaged with thought-provoking speakers, participated in dynamic panel discussions, and attended informative workshops. The agenda was curated to provide the latest trends, challenges, and best practices in the global wealth landscape.
We captured exclusive interviews on the sidelines of the event to gain valuable perspectives from the leading voices in private wealth management. Click the links below:
- Jeff Krumpelman, Chief Investment Strategist at Mariner
- Alan Zafran, CEO of IEQ Capital
- Sarah Yeung, Head of Operational Diligence for Alternatives at Hightower Advisors
- William Pusey Jr., Found of CrossGrain Family Investments
- Garbielle Mollick of Mercer Advisors
- Rafia Hasan, Chief Investment Officer at Perigon Wealth Management
- Jacqueline “JaQ” Campbell, CEO of Alexander Legacy Private Wealth