Where the brightest minds in the finance world gather for a good cause. Our events convene the family office and private investor community, allowing like-minded individuals and families to network with peers.

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Upcoming Events

How World's Best Investors Make Decisions
Lunches with Legends
October 4, 2023 12:00 PM
Professional Headshot of Robert Hagstrom

Robert Hagstrom

Chief Investment Officer & Senior Portfolio Manager, the Global Leaders Portfolio

2023 Prime Quadrant Conference
November 2, 2023 8:00 AM
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Lunches with Legends

Every few weeks we are honored to host a living legend of the financial world. Each investor or leader joins us for a candid fireside chat, and 100% of donations goes towards supporting pediatric mental health.

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Prime Quadrant Conference

We are proud to host an annual conference, bringing together over 400 investors and featuring globally recognized thought leaders - all in support of medical research and pediatric mental health.

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Intimate Roundtables

Our workshops, which include events such as our Investor IQ Series, are intimate gatherings for our clients and their families, delving into topics, issues and themes of concern.

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