15 MAY 2024 | CARGO HALL, SOUTH WHARF
WhoWe are
WealthLeaders eXchange (WLX) is a community-driven initiative, created 'by advisers, for advisers'. Our goal is to connect wealth management professionals, facilitating the sharing of experiences, knowledge, and insights in a collaborative environment.
WEALTHLEADERS FORUMS
The WealthLeaders Forums are an exclusive, invitation-only event designed for leading advisers who are focused on refining their investment service offerings to better meet current market demands. Developed in collaboration with our Advisory Committee, the forum's agenda aims to foster thoughtful discussions and the sharing of best practices, creating a supportive setting for professional growth and forward-thinking innovation.
01
DAY
60
ADVISER PEERS
10
SPEAKERS
15
ANALYSIS TOPICS
Speakers
Regina Liu
J.P. Morgan AM
Justin Pica
CBRE Investment Management
Qiao Ma
Munro Partners
Dmitry Solomakhin
Fidelity Investments
Cameron Robson
Northcape Capital
Matthew Sgrizzi
LaSalle Global Solutions
Joran Laird
T. Rowe Price
Kyle Lidbury
Perpetual Private
Andrew Inwood
CoreData Group
Tim Farrelly
farrelly's Investment Strategy
EXCHANGE PARTNERS
Get in Touch
If you would like more information on this invitation-only event, please reach out to Samantha Noy