Alliance Connects: Family Wealth Investment Leaders

You are invited to Alliance Connects for Family Wealth Investment Leaders, an event exclusively for FWA members. During this roundtable discussion with trusted peers, we expect to cover a wide range of topics including private asset platforms, investment technology stack, macro insight sources, cross-functional communication, team/compensation structures, goals-based investing, and so much more!

The meeting will be September 10^th from 10am to 4pm, followed by dinner from 5pm to 7pm at The Union League Club of Chicago. The cost to attend is $995, which includes lunch and dinner. FWA member firms may only send one representative to this event. This gathering is appropriate for Chief Investment Officers or Senior Investment Leaders from FWA member firms. Like everything we do, the agenda will be designed based on member input. You will have the ability to weigh in on topics during registration.

We know the power of community first-hand. This unique opportunity allows firms to exchange innovative ideas, strategies, and insights, leading to enhanced efficiency and growth for all involved. By focusing on common challenges and solutions, firms can elevate standards, spark creativity, and build a community of trusted peers. According to our members, our Leader Roundtables are the highest value-add benefit we offer. We expect Alliance Connects to provide similar value without the annual time commitment.

This meeting is by invitation only.  All attendees are subject to approval by FWA staff.