GTE Wealth Forum XXVIII
About this event
GTE Wealth Forum XXVIII is an invitation-only wealth forum hosted by Global Trend Events at The Ritz-Carlton in New Orleans. The format centers on one-on-one, appointment-style meetings of about 25 minutes each, linking executives from fund companies with senior investment advisors, including RIAs. Attendance is capped at roughly 50 fund companies and a similar number of advisors, making it a selective venue for manager due diligence and relationship building. The agenda includes speaker presentations on trending wealth management topics, such as crypto, stablecoins, and tokenization, and sessions offer continuing education credit for CFPs and IWIs.
