4th Annual Private Wealth Tri-State Forum

November 15, 2018

November 15, 2018

8:00 am To 6:00 pm

Harmonie Club of The City of New York, 4 E 60th St, New York, NY 10022, United States



Event Description

The Private Wealth Tri-State Forum is designed to bring together more than 75 capital allocators and wealth managers from New York, New Jersey and Connecticut for a day of networking and knowledge share.

Our agenda will cover asset allocation, alternative investing, growing and passing on personal wealth as well as regulatory compliance and the current state of the financial marketplace and global economy.

As this event is completely closed door and invitation only, it has been designed to enable genuine peer-to-peer learning and networking for the local HNW community.


Markets Group


About the Organizers

"Markets Group’s success is the direct result of our team's work ethic and market specialization. We hit the road, do the legwork, and leverage our relationships to condense what could be hundreds of hours of client travel into a one or two day forum. Since our founding in 2009, we've worked closely with our clients to build a platform where the highest levels of investment leadership can engage in person. We believe that in a world oversaturated with email and online communication, face to face meetings are more important than ever."

- Adam Raleigh, Chief Executive Officer


Markets Group is an executive forum organizer with a track record of 300+ conferences in over 20 countries. Founded in 2009 in New York, Markets Group has grown into one of the largest and most successful conference organizers in the financial services sector, with over 75 professionals operating out of the US and Europe. We have successfully executed events in North America, South America, Europe, the Middle East, and Asia. Additionally, Markets Group was recently named one of America's 500 fastest-growing private companies by Inc. Magazine and distinguished us as the #1 conference organizer and #1 financial services firm based in NYC.

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