The Elite Summit 2024 is an exclusive, invitation-only forum uniting leading family office investors and renowned investment solution providers. This premium event fosters focused discussions on key topics such as legacy management, diversification, technology in investments, and sustainable practices. Attendees will gain insights and forge valuable connections to enhance their wealth management strategies in an intimate setting.
Key topics to be discussed at the event will include:
Legacy Architects: Explore strategic approaches to cultivate entrepreneurial talent, ensure seamless succession, and establish robust family governance
Diversify & Conquer: Learn how to develop an investment roadmap that optimizes asset allocation and leverages private market opportunities for sustainable growth
Tech at the Helm: Discover how technology can transform investment strategies and enhance operational efficiency, including advancements in AI and blockchain
Navigating Volatile Waters: Master the complexities of global economic and geopolitical landscapes to devise adaptive strategies and anticipate risks
Profit with Purpose: Champion sustainable investments that balance financial returns with positive social and environmental impacts, integrating ESG considerations
Family Fortitude: Develop governance systems that unify family objectives and prepare successors for effective wealth management
The summit will feature a dynamic lineup of esteemed speakers, including:
Charles Spencer, 9th Earl Spencer: Renowned for his insights on leadership and legacy
Dr. Paul Dongha: Group Head of Data & AI Ethics at Lloyds Banking Group, discussing the impact of technology on investment strategies
Paul Infante Moñozca: Executive Chairman of Moñozca Family Office, sharing case studies on successful wealth management
Elisabeth Holvik: Chief Economist at SpareBank 1, providing economic insights relevant to family offices
Samantha Simmonds: Journalist & Broadcaster at BBC News, moderating discussions on current trends and challenges in wealth management
Join us at the Elite Summit 2024 for unparalleled networking opportunities, insightful presentations, and interactive sessions that will empower you to navigate the complexities of private wealth management successfully.
For more information please contact me at leyanad@marcusevanscy.com