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Private Client Conference

Overview

SIFMA’s Private Client Conference brings together leaders from across private wealth management to examine the most topical issues facing the business. This comprehensive program focuses on financial advice amidst rapidly changing technology, regulations, and investor demographics.

Early bird rates available for the 2020 Private Client Conference: May 13-15 at JW Turnberry Miami in Aventura, FL.

What to Expect at #SIFMApcc

Watch Livestream Replays from 2019

Watch replays of the livestream from SIFMA’s 2019 Private Client Conference:

42nd Annual

Private Client Conference

Date

May 13 - May 15, 2020

Location

Aventura, FL

Early Bird Rates – Until 4/10/20

  • Member $1195
  • Non-Member $1695
  • Regulator $695
Register Now

Overview

SIFMA’s Private Client Conference brings together leaders from across private wealth management to examine the most topical issues facing the business. This comprehensive program focuses on financial advice amidst rapidly changing technology, regulations, and investor demographics.

Early bird rates available for the 2020 Private Client Conference: May 13-15 at JW Turnberry Miami in Aventura, FL.

What to Expect at #SIFMApcc

Watch Livestream Replays from 2019

Watch replays of the livestream from SIFMA’s 2019 Private Client Conference:

Pricing

Member
Early Bird Rates $1195
Pre-Conference Rates $1295
On-Site Rates $1395
Non-Member
Early Bird Rates $1695
Pre-Conference Rates $1795
On-Site Rates $1895
Regulator
Early Bird Rates $695
Pre-Conference Rates $795
On-Site Rates $795
Pricing
Member Non-Member Regulator
Early Bird Rates $1195 $1695 $695
Pre-Conference Rates $1295 $1795 $795
On-Site Rates $1395 $1895 $795
Register Now

Early bird rates end Friday, April 10, 2020.
Registration questions? Contact Meagan Prescott. Program questions? Contact John Maurello.

Venue

JW Turnberry Miami

19999 W Country Club Dr
Aventura, FL 33180

This venue features a 300-acre tropical oasis nestled in the heart of Aventura. Offering 36 holes of championship golf, award-winning dining experiences and more, it provides contemporary elegance, South Florida style.

Explore the Venue
Picture of venue

Hotel Accommodations

SIFMA has reserved a block of rooms at the JW Turnberry Miami. Rates will start at $274 per night and are quoted exclusive of applicable room tax, applicable service/hotel-specific fees or other miscellaneous taxes.

Please make your booking through the following link: Private Client Conference Booking Link

Please note that the group rates are good through April 24th, but rooms are limited and only available on a first-come, first-served basis–they may sell out early! Once the block is sold out, the hotel’s market price applies regardless of the date booking. Make sure to confirm all cancellation policies and forfeiture of deposits directly with the hotel when booking your reservation.

Related Resources

Featured Content from the 2019 Conference

  • Livestream Replays

    Watch replays of select sessions from the 2019 Private Client Conference: Hearing from Emerging Leaders - Moderated by Paul Santucci of UBS and featuring speakers from Ameriprise, Merrill Lynch, Raymond James and UBS. Financial Advisors: Helping Investors Achieve their Financial Goals - Moderated by Steven Samuels of Merrill Lynch Wealth Management and featuring speakers from Baird, Edward Jones, Merrill Lynch, Morgan Stanley and Raymond James.

  • 2019 Conference Debrief, by SIFMA Insights

    In this note from SIFMA Insights, we recap just some of what was seen and heard at the 2019 Private Client Conference, including the continually evolving role of the financial advisor, Regulation Best Interest and the important role financial advisors play in helping clients achieve their financial goals.

  • D&I in Private Wealth: A Continuing Focus

    The latest post from SIFMA's Pennsylvania + Wall blog explores various wealth manager's initiatives around diversity and inclusion.

  • Invested in Our Clients

    James R. Allen, Chairman and CEO of Hilliard Lyons and 2019 Chair of SIFMA's Board of Directors, discusses the guiding principle: clients first.

Featured Content from the 2018 Conference

  • 2018 Conference Debrief, by SIFMA Insights

    SIFMA Insights provides thoughtful and unique views on the markets, industry and the economy. In this note, we discuss what was seen and heard at SIFMA's Private Client Conference in 2018, including: Today's Client Experience - Technology Enabled, Built on Trust; Fintech Brings Benefits, But Also Increases Risk; The Importance of the Financial Advisor Remains Strong; Data Aggregation, Best Interest Standards and Other Hot Topics.

  • The Era of the Investor

    View the livestream replay and slides from Lisa Kidd Hunt's presentation at the 2018 Private Client Conference. During the conference, SIFMA's 2018 Chair introduced an industry-wide initiative on data aggregation.

  • PDF

    The Longevity Revolution: Is Your Firm Invested?

    Financial Advisors are in the business of helping clients address life transitions. These transitions do not stop at retirement. Elder care planning is the investment goal no one plans for. This session empowered attendees with facts and the potential ways for the industry to move forward on the issues, as well as opportunities surrounding longevity. Panelists shared strategies for financing longevity, protecting clients from financial fraud, and creating innovative products, and services for successful aging.

  • PDF

    Next Generation of Financial Advisors

    This panel discussed the ongoing challenges and opportunities to attract new and diverse talent to the role of Financial Advisor. They also described ways to help candidates better understand the value of being an FA and their path to smooth integration into firms or teams. View the material from the panel for information on the skills and tools that are critical for success.

  • PDF

    Solving the Loyalty Crisis

    A presentation on scaling a high-touch advisory business.

Conference Program

Media

Media Inquiries
Contact Evan Grogan at 212.313.1134

Media Registration
Contact Evan Grogan at 212.313.1134

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. View our Code of Conduct and anonymous incident report form.

Substitutions
Conference registration substitutions are welcome. Email SIFMA Conferences 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.

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