Learn more about the IFG Wealth Management Forum

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The IFG Wealth Management Forum has become the premier event for North American family offices in recent years. Learn more about the IFG Walth Management Forum here.

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Learn more about the IFG Wealth Management Forum

  1. 1. International Forum Group www.internationalforumgroup.com
  2. 2. International Forum Group The IFG Wealth Management Forum has become the premier event for North American family offices in recent years As market conditions are forcing wealthy families to take a more critical look at their investment practices, many family offices are relying on the IFG Wealth Management Forum to find innovative solutions and maximize portfolio returns www.internationalforumgroup.com
  3. 3. The International Forum Group brings together thought leaders in the field of wealth management to discuss best practices on: Investment Management Alternative Investments Wealth Preservation Asset Protection Risk Minimization Wealth Transfer www.internationalforumgroup.com
  4. 4. The International Forum Group provides a platform for single and multi-family offices to build strategic relationships with service providers Attendance is invite-only, referral driven and restricted to: CIOs, Presidents and Managing Directors from single and multi-family offices and selected registered investment advisors (RIAs) www.internationalforumgroup.com
  5. 5. Martin Levy, Director of International Forum Group’s Vancouver office said IFG has developed… “A unique formula which matches the investment requirements of leading family offices with the services provided by highly specialized wealth advisors” www.internationalforumgroup.com
  6. 6. “Great opportunity to discuss our business with interested investors” Chairman & CEO - Broadstone Net Lease Inc. “Excellent meetings - very high quality” CIO - Five States Energy Capital LLC www.internationalforumgroup.com
  7. 7. IFG Wealth Management Forum 21-22 October 2013 The Ritz-Carlton Coconut Grove, Miami, FL | USA Speakers include: Maria Elena Lagomasino - CEO and Managing Partner, W.E. FAMILY OFFICES, LLC Howard M. Weiss - SVP, Family Wealth Advisor, US TRUST Kristin Fafard – President and CIO, FEDERAL STREET ADVISORS Candice Beaumont – Managing Director, L INVESTMENTS (SFO) Beth Ann Bovino – Deputy Chief Economist, STANDARD AND POOR’S Mark G. Reisbaum – Chief Endowment Officer, JEWISH COMMUNITY FEDERATION AND ENDOWMENT FUND www.internationalforumgroup.com
  8. 8. Interview with past attendees: Profiting from Oil and Gas Investments Arthur N. Budge, Jr and Thomas V. Costantino of Five States Energy Company LLC, discuss their unique approach to investing in the lucrative oil and gas sector Click on the image on the left to access the interview www.internationalforumgroup.com
  9. 9. Interview with past attendee: Mirroring the Performance of Top Investment Managers Asheesh Advani, Chief Executive Officer of Covestor, discusses how private wealth managers can overcome the difficulties of selecting investment managers Click on the image on the left to access the interview www.internationalforumgroup.com
  10. 10. Feedback from IFG Wealth Management Forum delegates and speakers www.internationalforumgroup.com
  11. 11. For more information about International Forum Group & IFG Wealth Management Forum contact: Salpi Balian Press Manager – IFG pressifg@ifgemea.com www.ifgwealthmanagement.com www.internationalforumgroup.com

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