Every industry watcher knows that the intersection of alternatives and the American wealth market is accelerating. But what only those who are in the right room with the right people will understand is how these two worlds are colliding – what structures, tensions, debates, and demands are being made behind closed doors. 

• Are ever-popular interval funds matching the needs of today’s wealth investors? 
• What strategies are sufficiently interesting for wealth investors, given tax considerations? 
• Are secondary markets the best short-cut to a mature private markets portfolio? 
• How is the feverish industry M&A impacting wealth managers? 

You won’t find actionable answers to these questions by reading The Wall Street Journal or Forbes. You need to be in the room. 

Curated Access to $1B+ RIAs

This October, more than 70 senior decision makers (CIOs and heads of Research and Manager Selection) from large, institutionally-minded RIAs, MFOs and consultants in the private wealth space will gather with senior members of asset management business development teams. 

Attendance at the Wealth Partnerships Fall Retreat is by invitation only. If you are interested in learning more, please complete the appropriate form below and a member of our team will be in touch.

Asset Allocators and Investment Consultants

We offer complimentary attendance for all institutional investors, family offices, and investment consultants. 

Approval is at the discretion of With Intelligence.

Asset Managers

Attendance for asset managers is limited to our member clients. 

Please register your interest below to receive more information on our membership options.

Hear thought-provoking alternative investment content from carefully selected senior-level decision-makers.

Small-group breakout sessions foster deeper conversations on the challenges and opportunities shaping your business.

Through curated networking events, attendees have plentiful opportunities for efficient, meaningful relationship-building.