welcome
On behalf of marcus evans summits, I am delighted to welcome you to the Private Wealth Management Summit.
This event has been designed for key decision makers in the wealth management industry to exchange ideas, approaches and solutions to current industry challenges. The superb conference and leisure facilities of the luxurious Four Seasons Resort and Club Dallas at Las Colinas provide a creative backdrop to enhance this learning experience.
Over the next few days, a customized itinerary has been tailored to meet your specific business concerns, with a series of presentations, case studies and one-on-one meetings. We are certain that you will also benefit from the many networking opportunities during the Summit.
The marcus evans summits team wishes you a rewarding and enjoyable three days. Please do not hesitate to approach us should you need any further assistance.
Stacy Harris-Beckles
Executive Summit Producer
marcus evans
the organizers
Stacy Harris-Beckles
Executive Summit Producer
E: StacyH@marcusevansbb.com
Stephen Bruce
Service Provider Relations
E: StephenB@marcusevansny.com
Brandon Davis
Delegate Relations
E: BrandonDa@marcusevansch.com
Taylor Sparrow
Event Manager
E: TaylorS@marcusevansch.com
Anesa Tull
Videographer
E: AnesaT@marcusevansbb.com
speaker presentations
In order to access the Private Wealth Management Summit post event website and download speaker presentations, please visit www.marcusevansdocs.com
Username: pwm2019
Password: pe6722
The presentations are solely for the use of Private Wealth Management Summit attendees.
cpe credits / prize draw
In order to earn CPE credits, please complete the evaluation form provided in your welcome pack. Please hand the completed form back to a marcus evans staff member at the end of the event. We will have a draw for a two-night stay at the resort from all completed forms during the Chairperson's closing remarks.