C&L Society Monthly Luncheon
Register Now for the C&L Monthly Luncheon, July 24. Please join SIFMA's C&L Society for a conversation with SEC's Marc…
Private Client Conference
Registration Closed
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.
Pricing
| 2018 Early Bird Rates | $1195.00 |
|---|---|
| 2018 Pre-Conference Rates | $1295.00 |
| 2018 On-Site Rates | $1395.00 |
| 2018 Early Bird Rates | $1695.00 |
|---|---|
| 2018 Pre-Conference Rates | $1795.00 |
| 2018 On-Site Rates | $1895.00 |
| 2018 Early Bird Rates | $695.00 |
|---|---|
| 2018 Pre-Conference Rates | $795.00 |
| 2018 On-Site Rates | $795.00 |
| Member | Non-Member | Regulator | |
|---|---|---|---|
| 2018 Early Bird Rates | $1195.00 | $1695.00 | $695.00 |
| 2018 Pre-Conference Rates | $1295.00 | $1795.00 | $795.00 |
| 2018 On-Site Rates | $1395.00 | $1895.00 | $795.00 |
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.
Related Resources
SIFMA Insights
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Private Client Conference Debrief
SIFMA Insights is thoughtful and unique views on the markets, the industry and the economy. In this note, we discuss what was seen and heard at SIFMA's Private Client Conference, 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.
Presentations
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The Era of the Investor
SIFMA Chair Lisa Kidd Hunt introduced an industry-wide initiative on data aggregation at SIFMA’s 2018 Private Client Conference. View a replay and slides from her presentation.
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PDFDownload The Longevity Revolution: Is Your Firm Invested?
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 will empower you with facts, and potential ways for the industry to move forward on the issues, and opportunities surrounding longevity. Panelists will share strategies for financing longevity, protecting clients from financial fraud, and creating innovative products, and services for successful aging.
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PDFDownload Next Generation of Financial Advisors Panel
Next Generation of Financial Advisors Panel
The panel will explore ongoing challenges and opportunities to attract new and diverse talent to the role of financial advisor. They will discuss ways to help candidates better understand the value of being a FA and their pathway to smooth integration into firms or teams. The group will address skills that are critical for success and tools, such as new technology, available to achieve it.
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PDFDownload Solving the Loyalty Crisis: Scaling a High-touch Advisory Business
Solving the Loyalty Crisis: Scaling a High-touch Advisory Business
2018 Printable Program
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PDFDownload 2018 Printable Program
2018 Printable Program
Download Programs
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PDFDownload Download/Print 2017 Program
Download/Print 2017 Program
Sponsorship
Stay tuned for a comprehensive guide to all sponsorship opportunities available at this conference.
Questions? Contact Tamara Tondu at 212.313.1240.
Diamond
Gold
Silver
Contributor
SIFMA's Strategic Partners
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.