Convening · Convening
Wealth Management Summit
The wealth-management convening, and the record of what the industry decided while it was in the room.
The wealth-management convening: the room, and the written record of what the industry decided while it was in it. Wealth management is the one industry in the group’s orbit where the convening is worth more than the technology, because the decisions being made are about allocation rather than architecture.
It runs on the Global Summits format — the same three yields, a different set of chairs.
How it is wired
Supplies the estate
The wealth-management convening, and its record
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