Conferences

Ideal Wealth Firm Attendees: C-Suite Leaders Description: The Flagship Event for C-Suite Leaders that Explores the Challenges Facing Enterprise RIA...

Sponsored Event

The Boca Raton Resort Boca Raton, FL Tech for Growth features invaluable perspectives from industry pioneers like Brian Portnoy and...

Newport Harbor Island Resort (formerly Gurney's Newport), Newport, RI As Opal Group’s flagship event, The Family Office & Private Wealth...

BUILDING THE MODERN WEALTH MANAGEMENT INDUSTRY Join thousands of financial advisors, wealth management executives, LPs, asset managers, fintechs, emerging startups,...

Inspired by impact:
DAF Giving Summit Ignite your passion for philanthropy, expand your network, and shape the future of giving at...

The Wynn, Las Vegas, NV | October 14-17, 2025 | Las Vegas, NV October 14: Pre-Party October 15, 1pm: Opening...

Washington, DC | Hyatt Regency Washington on Capitol Hill Overview Conference Co-Chairs:  Kara Grehan, Head of Strategic Accounts and Client Engagement,...

Roundtable Name: The Roundtable Location and Hotel: Sonoma, CA Date: November 05 - 07 2025 Ideal Wealth Firm Attendees: C-Suite...

Hilton Columbus Downtown / Columbus, OH This event is designed for and by lean funders—those who give with few or...