Elite Summit 2010

Preserving wealth continues to top the priority list of family offices and their investment arms. Mastering the principal drivers of returns, fund selection and asset allocation, holds the key to ultimate portfolio performance. The exclusive Elite Summit brings together investment strategists from prominent family offices, trusts, foundations and endowments with leading asset managers and wealth management professionals to explore lucrative investment potential.

A Unique Event

Gaining cutting-edge insight into the ever-growing investment universe and paving the way to lasting wealth continues to dominate the agendas of families, foundations and endowments. Due to the complexity of their financial and lifestyle needs, they must first and foremost enhance their knowledge in critical areas pertaining to sustaining, growing and preserving their wealth for generations to come; then they must re-evaluate risk exposures and explore fresh allocations.

To manoeuvre the changing markets successfully, family offices, trusts, foundations and endowments need to design a profitable asset allocation plan, take advantage of global investment opportunities without omitting to attend to softer concerns and responsibilities, and form partnerships with dynamic wealth managers and advisors.

The Elite Summit 2010 offers a unique format for sponsors to gain access to wealth gate keepers of prominent family offices, trusts, foundations and endowments. Over three days, sponsors will meet and interact with senior executives through a number of one-to-one business meetings and many networking activities. In addition, sponsors will attend strategic summit sessions led by prominent investment thought leaders. Within the luxurious settings of the Fairmont Le Montreux Palace, this networking event presents a unique opportunity to develop meaningful and valuable business relations.