From introductions by chance to planned meetings, we help you make the connections you need to drive your business goals forward.

You’ve just arrived in DC and want to stretch your legs, see the sights, and meet fellow attendees. Join us for a relaxed monument walk followed by a charcuterie picnic. It’s the perfect way to take in the city, enjoy some fresh air, and connect with others before the conference kicks off. 

Get those endorphins going! Join fellow early bird attendees for a morning walk, jog, or yoga session designed to spark connections in a relaxed setting. You’ll leave energized, refreshed, and already a step ahead on networking before the day begins. 

Attendees will come together for a rapid-fire roundtable discussion to spotlight their most pressing challenges, followed by a lively group problem-solving session designed to generate innovative and impactful solutions. This interactive and fast-moving session is your chance to expand your network, gain fresh perspectives, and leave with actionable strategies to tackle your stickiest professional obstacles.   

This exclusive 60-minute roundtable offers attendees a dynamic space to discuss industry trends, share successes, and exchange lessons learned. Engage in candid conversations and gain valuable insights to navigate the evolving wealth and asset management landscape. 

Sometimes the best conversations happen around the dinner table. Dine Arounds give you the chance to connect in a smaller group setting while enjoying some of DC’s great restaurants. We’ll handle the reservations—you just pick your spot, join your group, and cover your meal. It’s a casual, no-pressure way to keep the networking going over good food and good company. 

Located at the heart of the retreat, the Connection Café will be the haven outside the ballrooms. Bistro tables and grab and go refreshments will create a location for intentional or spontaneous pit stops between sessions. 

Sometimes you need a casual gathering after conference hours to simply socialize. You've spent a long day learning and networking and just need to relax. Come to the Welcome Reception at the end of Day 1 to grab a drink, munch on some light hors d'oeuvres and just have fun. 

Get up and get moving! Join us for an afternoon of wellness and connection including a group sightseeing bike ride, a wind-down walk, or interactive workshops. 

Check out the Agenda to see the entire program.