The Wealth Advisors
At the Wealth Management Forum, IFG allows an exclusive and limited number of firms to attend offering the requested investment strategies and expertise.
The determining factors for admission are the type and number of requests from the Investors. Our current research has identified a keen interest in the following services:
Advisory Services
• Fiduciary Services
• Legal Services & Trusteeship
• Philanthropic Services
Agriculture/Farmland Investments
Asset Management
• Managed Futures & CTAs
- Systematic Trend Following
- Discretionary
• Consultants & Advisors
• Distressed
• Emerging Markets Strategies
- Russia
- China
- Latin America
• Energy
• Equity Products
- Domestic
- Emerging Markets
- International
- Global
• Fixed Income Products
• Funds of Funds
• Hedge Funds
• Infrastructure
• Master Limited Partnerships (MLPs)
• Mutual Funds
• Private Equity
• Real Estate
- Geographic Region of Interest
- US West Coast
- US East Coast
- International
- Emerging Markets
- Strategy of Interest
- Distressed
- Core-plus
- Value-added
- Opportunistic
• SMAs
• Socially Responsible Investing (SRI)
• Structured Products
• Venture Capital
- Life Sciences
- Clean Technology
- IT/Internet
Commodities
Insurance Products
• Brokerage Services
• Personal
Integrated Planning
• Estate & Financial Planning
• Intergenerational Wealth Transfer
• Tax Planning & Consultancy
Lifestyle Planning
• Private Travel
• Property Management
Software & Technology Solutions
• Portfolio Management Technology
• Risk Management Solution & Services
• Wealth Management Consolidation Software
Advisor Peer Talk
I was very impressed with the quality of the prospective investors. They were all professional, informed investors many of whom will likely invest in our fund.
Director, CERES PARTNERS LLC
Very well run – from pre-summit preparation through the event – every step of the way. Meetings were terrific and valuable.
Founding Managing Member, ZETTA VENTURE PARTNERS
This was our first time at IFG. Not knowing what to expect our outlook was cautious before the event, which flat out over-delivered. My partner and I were very impressed.
CEO / Principal / Co-Founder, HAMILTON ZANZE
An excellent event that connects Single Family-Offices and Multi-Family Offices with Alternative Investment Managers. We found the structured meetings to be terrific in learning about the Family Offices' objectives and discussing how we may help them achieve their objectives.
Associate – Private Equity, BEACON BAY HOLDINGS
I enjoyed my experience at the event. It was well organized, and I was impressed with the caliber of investors and other participants.
Managing Director, NAKOTA DEVELOPMENT LLC
The IFG Wealth Management Forum provided an intimate experience that allows you to get to know the participants and accelerate relationships.
Managing Partner, METROPOLITAN EQUITY PARTNERS
Consistently the best event to meet the highest quality firms in WM.
Director, Institutional Sales, CENTENNIAL PARTNERS
It is obvious why you are considered the elite of your industry. This event was professionally organized and brought together an outstanding group of market leaders. I enjoyed sharing ideas and made many strong contacts. A truly wonderful experience – Bravo!
Principal, GREGOIRE CAPITAL
This was one of the best-run events that I have been to. The takeaway value is directly related to how much you put into it. However, I found the business meetings and networking events to be extremely valuable.
Managing Director, CHESS FINANCIAL
