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Increasing AUM From Wealthy Investors
April 18 @ 8:00 am - April 19 @ 1:00 pm
Considering recent trends in private wealth creation and the policies that are going to be pursued by the Trump administration, now is a good time to be in the investment advisory business. There are more wealthy investors controlling more assets than ever before. The complication is that this fact is not lost on a lot of professionals, increasing the competition for wealthy investors. This two-day workshop is designed for investment professionals who want to source and work with high-net-worth investors. Attendees will be provided with insights into the opportunities these investors represent, as well as their decision-making processes.