From Sydney to Park City: The Private Wealth and Institutional Conversations That Defined 2024
Markets Group hosted over 100 forums in 2024, and these highlights from our "From the Sidelines" recaps capture the pulse of Private Wealth and Institutional Investing. Explore the key topics and hot-button issues that shaped the year.
With over 100 forums in 2024, Markets Group brought together thousands of professionals across Private Wealth and Institutional Investing. Among them, 14 events were featured in our "From the Sidelines" recaps, showcasing candid insights, thought-provoking topics, and key speakers who shaped the financial landscape.
From sustainable investing strategies in Scandinavia to Anthony Scaramucci’s dynamic presence at Private Wealth East, and the debut of our Institutional Retreat in Park City, these events captured the heart of 2024’s biggest conversations.
This week, we’re revisiting the seven Private Wealth and Institutional highlights, exploring intergenerational wealth transfer, the evolving role of ESG, and the global trends shaping financial strategies.
Catch the highlights here:
Private Wealth 2024 Events
- Private
Wealth East Spring Forum: April 4, 2024 – Featured Anthony Scaramucci discussing market
volatility, crypto trends, and strategies to adapt in a rapidly evolving
landscape.
- Private
Wealth U.S. Retreat: May 13-15, 2024 – Bridged domestic and international wealth strategies
with a focus on private credit, alternatives, and legacy planning for
high-net-worth clients.
- Private
Wealth Middle East Dubai: May 8-9, 2024 – Highlighted strategies for ultra-high-net-worth
families in the Middle East, from Sharia-compliant investments to
cross-border wealth structuring.
- Private
Wealth Forum Sydney: August 7, 2024 – Explored the challenges and opportunities in managing
intergenerational wealth in Australia and beyond, with insights into
navigating global economic shifts.
Institutional 2024 Events
- Institutional
Tri-State Forum: March 12, 2024 – Delivered fresh perspectives on portfolio
diversification and navigating the economic landscape from the heart of
the financial world.
- Institutional
Nordics Denmark Forum: April 16-17, 2024 – Focused on sustainable investing, with a deep dive into
the Scandinavian approach to balancing returns and responsibility.
- Institutional Retreat Park City: July 15-17, 2024 – Launched a new chapter with Markets Group’s first-ever Institutional Retreat, celebrating peer insights and collaboration in asset management. The event also honored Chris Ailman with a Lifetime Achievement Award for his contributions to the investment community.
As we reflect on these impactful Private Wealth and Institutional Forums, it’s clear that 2024 was a year of bold conversations, fresh strategies, and unparalleled collaboration across the financial community. From navigating intergenerational wealth to addressing sustainability head-on, these events showcased the critical topics driving our industry forward.
Next week, we’ll dive into the power plays of Private Equity and ALTS, where innovation and opportunity took center stage. Stay tuned as we revisit the conversations that set the tone for 2025—and beyond!
