May 9-10, 2013
The Charles Hotel
Boston

Visit the RIA Investment Forum minisite for more information.

Resetting the Boundaries of Sound Investing

For the past two years we have hosted this event in Newport, RI. Feedback from our attendees has told us that easy access is paramount. You talked, we listened. Please join us next year, May 9-10 at The Hotel Charles in Boston. You will join more than 50 senior executives from the nation’s top RIAs for a forum focused on the investment strategies that advisors like you must understand to meet your clients’ needs.

The forum agenda is being developed under the guidance of an Advisory Board of your peers, the top RIAs in the nation.

If you are interested in being considered for an invitation please contact Steve Olson, Editor in Chief / Executive Director, at +1 (212) 224-3943 or at email solson@iiconferences.com.

June 12-13, 2013
Beau-Rivage Palace
Lausanne

Visit the European Family Office Symposium minisite for more information.

Facing Tough Decisions: New Horizons for Family Offices

In just 10 years the European wealth management industry has grown dramatically. The dependence on the private bank has decreased as affluent families in Europe look for new directions to manage their wealth. As the family office market continues to expand the search for trusted advice and guidance becomes principal. Whether building the right governance structure, sourcing the best investments, allocating cash or educating the younger generations, all decisions must be carefully considered and made following robust due diligence. However, in a rapidly growing market where to find the best advice and opportunities can become challenging. Institutional Investor launches its inaugural European Family Office Symposium at a time where communication and collaboration between family offices is crucial to stay abreast of a rapidly evolving industry. With unique contributions from European family offices, insights from US counterparts and views from experts and industry thought leaders our 2013 symposium will offer a broad range of views, opinions and guidance on key investment, governance and operational issues as developed with an esteemed Advisory Board of family office executives.

Qualified family office directors and family members who are interested in attending the European Family Office Symposium, which is by invitation only, should contact Emma Whittingham at +44 20 7303 1713 or ewhittingham@iilondon.com.

Service providers interested in speaking/sponsoring the Symposium should contact Lynn Quealy at +44 20 7303 1744 or lquealy@iilondon.com.

September 22-24, 2013
Montage Resort & Spa
Laguna Beach, CA

You may also visit us at www.iifamilyoffice.com for further updates.

Analyzing Your Options, Identifying the Opportunities and Charting the Best Course Toward Your Family’s Objectives

This year’s Family Office Wealth Conference will provide family members and executives with a forum to learn about the issues other families are grappling with and, as importantly, the strategies they’ve employed to deal with them.

Qualified family office directors and family members who are interested in attending the Family Office Wealth Conference, which is by invitation only, should contact Usha Bhate at (212) 224-3429 or at mailto:ubhate@iiforums.com.

Service providers interested in speaking/sponsoring the Conference should contact Usha Bhate at telephone (212) 224-3429 or via email at mailto:ubhate@iiforums.com.

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October 28-29. 2013
The Ritz-Carlton
San Francisco, CA

Visit the RIA Investment Forum minisite for more information.

Moving the Needle: Finding the Returns Your Clients Need

Over the course of this day and a half program, investment decision-makers from the nation’s leading RIAs will explore the risks and rewards of the investment opportunities on offer to help them achieve the investment returns their clients need..

If you are interested in being considered for an invitation please contact Steve Olson, Editor in Chief / Executive Director, at +1 (212) 224-3943 or at email solson@iiforums.com.