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Marcus Evans Announces 2025 Private Wealth Management Summit: Elite Gathering of Investment Leaders in San Diego
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SAN DIEGO, CA — Marcus Evans, a global leader in business intelligence and professional development, announces its prestigious , scheduled for March 3-5, 2025, at the luxurious Park Hyatt Aviara Resort, Golf Club & Spa in San Diego, California.
This invitation-only premium summit will bring together North America’s most influential family wealth investors, innovative fund managers, and leading consultants for an exclusive three-day event focused on navigating the evolving landscape of wealth management.
“In today’s rapidly changing financial environment, the need for strategic insights and powerful connections has never been more critical,” says Marcus Evans. “This summit provides an unparalleled platform for decision-makers to explore emerging opportunities and challenges in the wealth management sector.”
Key topics for 2025 include:
- Post-Election US Results: Implications for Private Wealth and Financial Markets
- AI’s Impact: Reinventing Wealth Management at the Speed of Change
- Private Credit Opportunities and Challenges
- Strategic Investment Approaches for Family Offices
- Navigation of Rising U.S. National Debt Implications
The summit will feature an impressive lineup of speakers and moderators, including:
- Michael Wagner, Managing Director, Tolleson Wealth Management
- Greg Banner, Chief Executive Officer, Asset Preservation Strategies, Inc.
- Ian Toner, Chief Investment Officer, Versus Investments
- Todd Benjamin, Former Financial Editor, CNN International (Moderator)
The carefully curated program includes visionary keynote presentations, real-life case studies, and interactive forums designed to facilitate meaningful discussions and connections among attendees.
For more information about the or to inquire about attendance eligibility, please contact Leyana Daccache at .
Contact:
Leyana Daccache
Head of Digital Marketing, Media & PR
Phone: (551) 2846 384
Email:
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