Private Client Conference

Date

April 10 - April 12, 2019

Location

Naples, FL

Overview

SIFMA’s Private Client Conference convenes leaders from across the private wealth management industry to examine the most topical issues facing the business. Join us for a new program focusing on financial advice amidst rapidly changing technology, regulations, and demographics.

Watch a replay of our livestream from SIFMA’s 2018 Private Client Conference to join SIFMA Chair Lisa Kidd Hunt as she discussed the next decade of investing and announces a new industry-wide initiative on data aggregation.

Venue

The Ritz-Carlton Golf Resort Naples

2600 Tiburon Drive
Naples, FL 34109

Country club sophistication and old-world charm intermingle in the casual, yet elegant setting of The Ritz-Carlton Golf Resort, Naples. As one of the finest luxury golf resorts in Florida, The Ritz-Carlton Golf Resort, Naples features two stunning PGA-level golf courses which host two major professional golf tournaments annually.

Picture of venue

Related Resources

Media

Media Inquiries
Contact Lindsay Gilbride at 202.962.7390

Media Registration
Contact Emily Reinus at 212.313.1339.

Policy
View SIFMA’s official press policy.

Terms and Conditions

Code of Conduct
SIFMA meetings and events are intended to educate and engage our members and industry participants in thoughtful conversations. Inappropriate behavior will not be tolerated. SIFMA defines inappropriate behavior as any possible illegal conduct, verbal or physical abuse of any type, use of derogatory or discriminatory language, gestures or actions, unwanted invasions of privacy, any form of harassment, racism, sexism, or any other targeted comments which are intended to cause personal offense to another participant either in-person at the event or through social media channels, or the violation of any local, state, or federal laws or regulations.

If you are involved in or witness an incident at a SIFMA meeting or event that violates this Code of Conduct, please use this anonymous incident report form to let SIFMA know immediately. Please provide as much information as possible about the incident so that we can make a proper investigation. Any violations of law should be reported to law enforcement authorities.

SIFMA will investigate any reported incidents swiftly and confidentially if possible. SIFMA, at our discretion, may act on any reports of inappropriate behavior, including but not limited to removing a participant from the meeting or event and/or bar that person from attending future SIFMA meetings or events. SIFMA shall not refund any money paid for such attendee to attend the meeting or event, or for any travel expenses incurred to attend.

Attendee Roster
For your name to be included in the Attendee Roster, your completed registration form and payment must be received no later than two weeks prior to the event. Registrations received after that time will not be included in the Roster.

Substitutions
Conference registration substitutions are welcome. Email [email protected] with the following information and we will confirm the change: original registrant’s full name, substitute registrant’s full name, mailing address, title, phone and email.

Cancellations
Refunds will be granted for cancellations made three weeks prior to the start of the event. All cancellation requests are subject to a $100 processing fee and must be made in writing.