Event Profile

Alternatives in Wealth Management Forum

February 27 — 28, 2024
Event Details:

Institutional Investor in association with CAIA and UniFi is thrilled to announce the 2nd annual Alternatives in Wealth Management Forum.
This two-day forum will bring together some of the brightest minds from independent RIAs, Multi-Family Offices, Single-Family Offices, Broker-dealers, Private Banks, Trust Companies, and Wirehouses to discuss, debate, and evaluate alternative investments. As always, the program and topics for this event will be informed by an advisory board of industry experts across the wealth management spectrum, ensuring that the peer-driven agenda is compelling, prescient, and informative. From hedge funds, private equity, and real estate, to VC, natural resources, commodities and more — the expert presentations, panel debates, and workshops will offer something for every executive in attendance.