Industry Experience Series
Industry learning. Meaningful conversation. Stronger connections.
The Industry Experience Series concept brings together intimate dinners, networking mixers and interactive workshops for wealth and business professionals, with a focus on exchanging perspectives and building relationships beyond the boardroom.
Explore the experiences below and express your interest to help shape the series.
Explore the Experiences
Curated perspectives on finance, leadership, innovation, and industry trends.
Tax-Drag Dinner & Debate
Fresh perspectives around the table
An intimate dinner exploring the intersection of tax planning and investment strategy, bringing wealth and tax professionals together to exchange perspectives and build meaningful connections.
Format: Dinner and discussion
Who it’s for: Wealth advisors, portfolio managers, accountants and tax professionals.
Alternative Frontiers Mixer
New possibilities. New connections.
An evening of conversation and networking focused on the evolving world of alternative investments and private markets - connecting professionals with shared interests and different perspectives.
Format: Networking mixer and industry conversation
Who it’s for: Wealth advisors, private bankers, investment professionals and fintech entrepreneurs.
Corporate Crossover Summit
Connecting business ownership, wealth and legacy
An interactive workshop exploring how financial and legal perspectives come together in business-owner planning, succession and long-term wealth strategies.
Format: Interactive workshop
Who it’s for: Financial planners, business-owner advisors, accountants, and estate and trust lawyers.
Be Part of What's Next
Which experience would you like to explore? Share your interests and let us know how you’d like to participate.
The series is in development, with individual experiences subject to approval and confirmation. Dates, venues, speakers and pricing will be shared if confirmed.
Expressing interest does not reserve a place or require payment.