Wealth Management Insights Summit
04/19/2015 - 04/21/2015
Ponte Vedra Beach, FL

CAP Intro Event & Conference 
for Family Office investors and Alternative Strategies Money Managers

Pre-scheduled 1:1 private meetings, networking at program sessions, golf, meals & cocktail hours


  • Present to and network with family office investors.
  • Pre-arranged one-on-one meetings with investors who have interest in your strategy.
  • Intentionally limited attendance size. As a result, networking time at the golf tournament, meals, cocktails and evening socializing events give ample time for family office investors to spend additional time with the investment managers beyond the one-on-one meetings.
  • Relevant and insightful conference program content created by leading hedge fund and alternative strategies industry professionals. 

Speakers include:

Rick Pitcairn, CIO, Pitcairn
Aaron Brown, Risk Mgr., AQR Capital Management 
Stewart Massey, CIO, Massey, Quick & Co., LLC
Bruce Frumerman, CEO, Frumerman & Nemeth Inc.
Suzanne Currie, Partner, Currie Consulting Group

  • Network over golf.
  • The only cap intro conference whose programadvisory board includes family office investors.
  • Fully hosted, complimentary attendance for qualified family office investors, including registration, hotel and air fare.

Download the flyer HERE. Visit the WMI2015 website for more information: www.wmisummit.com

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