Our Spring Events, is held over two and a half days (May 10-12, 2010) and comprises the CEO Roundtable, followed by the Advisor-Only. This event is collegial and intimate, promoting education and thought-sharing among seasoned industry professionals. Various informal and formal programs are designed to facilitate networking, while presentation of White Papers, research findings and other information helps attendees stay abreast of new developments in the family wealth space. The venue:
Oak Brook Hills Resort
3500 Midwest Road
Oak Brook, IL 60523
Click Here for the Calendar of Events
CEO
Roundtable &
Advisor-
Only
May 10-12, 2010
 |
CEO Roundtable
May 10 - 11, 2010
|
Advisor-Only
May 11 - 12, 2010
|
Our CEO Roundtable is open on an Invitation Only basis to heads of qualifying firms in the family wealth industry. High-level discussions on issues confronting the family office industry are addressed, in addition to topical panels in a range of formats such as peer group roundtables and Discussion Champion break-outs. This is a unique opportunity for connecting and relationship-building with leading luminaries from the family office industry.
Advisor-Only event is attended by executives, advisors and relationship managers from qualifying firms in the family wealth industry and organizations that serve private families. Issues are discussed in panel sessions, peer group breakouts and special presentations. This is a special forum for connecting with your peers in the industry, forging new relationships, and gaining information on trends and developments in the industry.
Click Here for the Calendar of Events
