Events & Presentations
Presentations
Upcoming Events
January 6-7, 2026
Public Funds Summit 2026
Location: Fairmont Scottsdale Princess, Scottsdale, AZ
January 26-30, 2026
Capital Raiser Roundtable
Location: New York City
February 2-3, 2026
Corporate Governance & Ethics in the Age of AI 2026
Location: The Westin Alexandria Old Town, Alexandria, VA
February 6, 2026
Jets and Capital Super Bowl Edition
Location: San Francisco
February 11-13, 2026
Investment Education Symposium 2026
Location: Royal Sonesta, New Orleans, LA
February 18, 2026
Investor Accelerator Event(s) – Hot Seat Strategy Session
Location: Virtual
February 18, 2026
Alternative Investing Funds – Flagship Intro Event
Location: New York City
March 4-5, 2026
Beverly Hills Super Summit
Location: Sofitel Hotel, Beverly Hills, CA
March 10, 2026
Family Office Winter Forum 2026
Location: New York Marriott Marquis, NYC
March 11, 2026
Investing in Healthcare 2026
Location: 7 World Trade Center, NYC
March 20, 2026
Investor Accelerator Event(s) – Hot Seat Strategy Session
Location: Virtual
April 12-14, 2026
Real Estate Investment Summit 2026
Location: Hilton West Palm Beach, FL
April 12-14, 2026
Impact Investing Forum 2026
Location: Hilton West Palm Beach, FL
April 12-14, 2026
Opal Exchange 2026
Location: Hilton West Palm Beach, FL
April 21-24, 2026
Investor Accelerator Events: Speed Networking + Investor Talks
Location: New York City
May 28-29, 2026
Single Family Office Summit
Location: New York City
June 1, 2026
Alternative Investing Funds – Flagship Intro Event
Location: New York City
June 9-10, 2026
Compliance in the Age of AI 2026
Location: Boston, MA
July 13-17, 2026
$100M Summit
Location: New York City
July 27-29, 2026
Family Office & Private Wealth Management Forum
Location: Newport Harbor Island Resort, Newport, RI
August 17-20, 2026
Investor Accelerator Events: Artificial Intelligence
Location: New York City
August 25-26, 2026
Family Office & Private Wealth Legacy Summit 2026
Location: Water Mill, NY
September 21-25, 2026
Investor Club Summit
Location: Beverly Hills, CA
October 5, 2026
Alternative Investing Funds – Flagship Intro Event
Location: New York City
December 8-16, 2026
13th Annual Family Office Super Summit
Location: Fort Lauderdale, FL
Past Events
March 15, 2025
AI Summit 2025
Join us for an insightful discussion on the future of AI in financial services. Our experts will share their perspectives on emerging trends and innovations.
Location: Virtual Event
April 5, 2025
Technology Innovation Forum
A comprehensive look at how technology is reshaping the financial industry. Featured speakers will discuss blockchain, AI, and sustainable finance.
Location: London, UK
February 20, 2025
Digital Transformation Conference
A retrospective look at how digital transformation has impacted financial services and what lies ahead for the industry.
Location: New York, USA
January 15, 2025
FinTech Future Summit
Industry leaders gathered to discuss the latest developments in financial technology and their impact on global markets.
Location: Singapore
December 10, 2024
Sustainable Finance Forum
A deep dive into how technology is enabling sustainable finance initiatives and promoting environmental responsibility in the financial sector.
Location: Virtual Event