2025-08-04T00:00:00-0400

2025-08-05T00:00:00-0400

Women in Private Wealth Retreat Nashville | August 4-5, 2025 Request Agenda


The inaugural Women in Private Wealth Retreat 2025 is more than just an event; it’s a catalyst for change and growth, and where the entire speaking faculty is composed of distinguished women leaders in the industry.

This exclusive gathering brings together industry leaders, RIA’s, private banks, family offices, consultants, and wealth managers from across the United States, creating a platform for exchanging knowledge, insights, and strategies that are shaping the future of Wealth Management.

As women are poised to control a significant portion of global wealth in the coming decades, understanding their unique approaches to investments, portfolio construction, and market navigation is imperative. Equally important is exploring how to effectively market to, retain, and attract female talent within the industry is essential for long-term success and growth.

Throughout the Women in Private Wealth Retreat, attendees will engage with visionary women who are at the forefront of innovation in wealth management, exploring new trends, and challenges, sharing best practices, and forging invaluable connections. Join us in celebrating the dynamic contributions of women in this field and driving the conversation towards a more inclusive and forward-thinking future.


REQUEST AGENDA

Please note only corporate email addresses will be accepted.

Why do I need to enter my corporate email address?
By using your corporate email address, we can verify that you are a registered financial professional.

Key Discussion Topics

ECONOMIC, POLITICAL & GLOBAL MARKETS OUTLOOK

With inflation rates declining and indications that the Federal Reserve may be slowing or pausing its aggressive policy restraint, how will markets react and where new opportunities for investing will arise?

THE PSYCHOLOGY OF MONEY

Understanding the unique perspectives of how men and women hold different conceptions of money can help advisors create more tailored strategies for their clients. 

EQUITIES AND THEIR IMPACT ON PORTFOLIOS

Huge opportunities remain available for investors considering predictions for 2025. Aside from energy, where are the biggest opportunities? Will ESG be affected as volatility cripples some specific industries?

EMERGING AND OPPORTUNISTIC ALTERNATIVE INVESTING

Private Equity, Venture, Hedge Funds and other alternatives investments hold appeal for wealthy families. How are wealth managers viewing future allocations as valuations increase and dry powder sits on the sidelines?

STRATEGIES FOR ATTRACTING AND RETAINING FEMALE ADVISORS AND CLIENTS

Explore actionable approaches for attracting and retaining female clients and advisors by addressing their specific needs and creating supportive, inclusive environments. 

FIXED INCOME INVESTMENTS

Global growth remains positive and central banks around the world continue to unwind what has been a very accommodating monetary policy. However, with volatility likely to stay high, investors must continue to do their homework.

EMPOWERING WOMEN IN WEALTH

Gain insights on overcoming biases, building confidence, and advocating for oneself, while understanding the essential leadership skills and data-driven strategies that foster inclusive success. 

REAL ASSET AND REAL ESTATE INVESTMENT STRATEGIES

With volatility expected to continue throughout 2025 in public markets, investors with appetite for less risk will be turning to real estate and other real assets investments. Still, finding the best opportunities will require great due diligence and patience.

THE FUTURE OF WEALTH MANAGEMENT

With competition for clients and assets on the rise, wealth managers need to ensure that their asset allocation strategies and wealth management services are looking towards a better future. 


REGISTRATION

INVESTORS: Complimentary Registration for all qualified investors. Email [email protected] for more information on obtaining a complimentary ticket.

MANAGERS & SERVICE PROVIDERS: Rates below reflect the current price for all asset managers and service providers.

PRICING

Event Registration - Managers & Service Providers 4000 USD 11/14/24

VENUE


Four Seasons Hotel Nashville
100 Demonbreun St
Nashville, TN
37201
CLICK TO VISIT VENUE WEBSITE

CONTACT

Sponsorship Opportunities & Registration

+1 212-804-6220

[email protected]

Allocator Attendance

+1 347-778-2568

[email protected]

Media Partnerships

+1 212-600-8631

[email protected]