www.internationalforumgroup.comExpanding horizonsthrough The InternationalForum GroupSince the International Forum Group (...
www.internationalforumgroup.comFor more information: pressifg@ifgemea.comAbout the IFG Wealth Management Forum 2013IFG’s W...
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Interview with: Caleb Martin, Senior Sales Executive, International Forum Group (IFG)

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Since the International Forum Group (IFG) was launched a few years ago, the IFG Wealth Management Forum has quickly become the leading family office investment platform. Its success has attracted experienced and talented candidates into the organizing team, drawn by IFG’s best-in-class product and aggressive growth plans.

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Interview with: Caleb Martin, Senior Sales Executive, International Forum Group (IFG)

  1. 1. www.internationalforumgroup.comExpanding horizonsthrough The InternationalForum GroupSince the International Forum Group (IFG) waslaunched a few years ago, the IFG WealthManagement Forum has quickly become theleading family office investment platform. Itssuccess has attracted experienced and talentedcandidates into the organizing team, drawn by IFG’sbest-in-class product and aggressive growth plans.Caleb Martin, Senior Sales Executive, has been withIFG since early 2012. “I was looking to switchcareers and further develop my sales skills, which iscritical in many different roles. I came across theInternational Forum Group and believed it wouldbe a good growing experience for me, “Caleb said.The training sessions provided by Martin Levy, theDirector of IFG’s Vancouver office, have beeninvaluable, Caleb added.“My educational background in InternationalBusiness, Bachelor’s degree in Commerce andexperience in the banking sector gave me theconfidence to succeed in this position. However, Istill needed detailed training on prospecting,qualifying and asking the right questions todetermine the appropriate fit. This has been a greatgrowing experience for me,” Caleb commented.“One of my most memorable moments was winningmy first client. But what I will remember the most isattending an IFG event for the first time, seeing thesetup, the five-star environment, and meeting all ofour clients. Experiencing the format and seeingfirst-hand the value it provides gave me hugeconfidence in our product and the role we play inthe marketplace,” Caleb said of his first IFG event.Asked what sets IFG apart from the competition, hesaid: “One key differentiator is the intimacy of thegatherings; another is the level and quality ofattendees and our rigorous selection process forboth family offices and service providers.Attendance is invite only and limited to the mostsenior executives. We are a lot more focused onadding value where it matters. We provide what wesay we will and ensure all parties are satisfied withthe outcome.”According to Martin Levy, the International ForumGroup has developed, “a unique formula whichmatches the investment requirements of leadingfamily offices with the services provided by highlyspecialized wealth advisors.” Months of researchand market analysis go into organizing eachsession.Caleb concluded: “My vision of IFG is an expansioninto the institutional investment space. Addingcomplementary events will provide more value toexisting and potential clients.”Salpi BalianPress Manager – IFGpressifg@ifgemea.comFOR IMMEDIATE RELEASEIFG WEALTH MANAGEMENT FORUMTHE PREMIER EVENT FOR NORTH AMERICAN FAMILY OFFICESOctober 21-22, 2013, Floridawww.ifgwealthmanagement.comWe are alot morefocusedon addingvalue whereit matters
  2. 2. www.internationalforumgroup.comFor more information: pressifg@ifgemea.comAbout the IFG Wealth Management Forum 2013IFG’s Wealth Management Forum 2013 provides a unique platform for investment decision makers fromsingle and multi-family offices to engage in vibrant benchmarking sessions and gain practical solutions andbest practices to achieve optimal portfolio returns. The upcoming event will take place in Florida, October21-22, 2013.For more information please send an email to pressifg@ifgemea.com or visit the event website atwww.ifgwealthmanagement.comAbout International Forum GroupInternational Forum Group is a world-leading business information company, organizing exclusive, invitation-only gatherings of business leaders across multiple industry sectors.Providing a platform for senior executives to build mutually beneficial business partnerships, InternationalForum Group has designed an unparalleled system for matching the core buying needs of the world’s largestorganizations with the best solutions available in the global marketplace. Empowering all our clients with theknowledge they need to lead in their respective fields is a fundamental goal of all our forums.For more information, please visit: www.internationalforumgroup.comAll rights reserved. The above content may be republished or reproduced. Please notify prior to usage atpressifg@ifgemea.comIFG WEALTH MANAGEMENT FORUMTHE PREMIER EVENT FOR NORTH AMERICAN FAMILY OFFICESOctober 21-22, 2013, Floridawww.ifgwealthmanagement.com

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