Internal Auditors Society Education Day
Join the SIFMA Internal Auditors Society (SIFMA IAS) for their second full Education Day in New York, NY. Topics include:…
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 are available for the 2020 Private Client Conference: May 13-15 at JW Turnberry Miami in Aventura, FL.
Watch Livestream Replays from 2019
Watch replays of the livestream from SIFMA’s 2019 Private Client Conference:
- Hearing from Emerging Leaders | Featuring Ameriprise, Merrill Lynch, Raymond James and UBS
- Financial Advisors – Helping Investors Achieve their Financial Goals | Featuring Baird, Edward Jones, Merrill Lynch, Morgan Stanley and Raymond James
42nd Annual
Private Client Conference
Early Bird Rates – Until 4/10/20
- Member $1195
- Non-Member $1695
- Regulator $695
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 are available for the 2020 Private Client Conference: May 13-15 at JW Turnberry Miami in Aventura, FL.
Watch Livestream Replays from 2019
Watch replays of the livestream from SIFMA’s 2019 Private Client Conference:
- Hearing from Emerging Leaders | Featuring Ameriprise, Merrill Lynch, Raymond James and UBS
- Financial Advisors – Helping Investors Achieve their Financial Goals | Featuring Baird, Edward Jones, Merrill Lynch, Morgan Stanley and Raymond James
Pricing
| Early Bird Rates | $1195 |
|---|---|
| Pre-Conference Rates | $1295 |
| On-Site Rates | $1395 |
| Early Bird Rates | $1695 |
|---|---|
| Pre-Conference Rates | $1795 |
| On-Site Rates | $1895 |
| Early Bird Rates | $695 |
|---|---|
| Pre-Conference Rates | $795 |
| On-Site Rates | $795 |
| Member | Non-Member | Regulator | |
|---|---|---|---|
| Early Bird Rates | $1195 | $1695 | $695 |
| Pre-Conference Rates | $1295 | $1795 | $795 |
| On-Site Rates | $1395 | $1895 | $795 |
Venue
JW Turnberry Miami
19999 W Country Club Dr
Aventura, Florida 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.
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.
Sponsorship
Questions? Contact Tamara Bailey at 212.313.1240.
Gold
Silver
SIFMA's Strategic Partners
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.