The IFG Wealth Management Forum has become the premier event for North American family offices in recent years. Learn more about the IFG Walth Management Forum here.

1. International Forum Group
www.internationalforumgroup.com

2. International Forum Group
The IFG Wealth Management Forum has become
the premier event for North American family offices
in recent years
As market conditions are forcing wealthy families to
take a more critical look at their investment
practices, many family offices are relying on the IFG
Wealth Management Forum to find innovative
solutions and maximize portfolio returns
www.internationalforumgroup.com

3. The International Forum Group brings together
thought leaders in the field of wealth management
to discuss best practices on:
Investment Management
Alternative Investments
Wealth Preservation
Asset Protection
Risk Minimization
Wealth Transfer
www.internationalforumgroup.com

4. The International Forum Group provides a
platform for single and multi-family offices to build
strategic relationships with service providers
Attendance is invite-only, referral driven and
restricted to:
CIOs, Presidents and Managing Directors from
single and multi-family offices and selected
registered investment advisors (RIAs)
www.internationalforumgroup.com

5. Martin Levy, Director of International Forum
Group’s Vancouver office said IFG
has developed…
“A unique formula which matches the investment
requirements of leading family offices with the
services provided by highly specialized wealth
advisors”
www.internationalforumgroup.com

6. “Great opportunity to discuss our business with
interested investors”
Chairman & CEO - Broadstone Net Lease Inc.
“Excellent meetings - very high quality”
CIO - Five States Energy Capital LLC
www.internationalforumgroup.com

7. IFG Wealth Management Forum
21-22 October 2013
The Ritz-Carlton Coconut Grove, Miami, FL | USA
Speakers include:
Maria Elena Lagomasino - CEO and Managing Partner, W.E. FAMILY OFFICES, LLC
Howard M. Weiss - SVP, Family Wealth Advisor, US TRUST
Kristin Fafard – President and CIO, FEDERAL STREET ADVISORS
Candice Beaumont – Managing Director, L INVESTMENTS (SFO)
Beth Ann Bovino – Deputy Chief Economist, STANDARD AND POOR’S
Mark G. Reisbaum – Chief Endowment Officer, JEWISH COMMUNITY FEDERATION AND
ENDOWMENT FUND
www.internationalforumgroup.com

8. Interview with past attendees:
Profiting from Oil and Gas Investments
Arthur N. Budge, Jr and Thomas V. Costantino of Five
States Energy Company LLC, discuss their unique
approach to investing in the lucrative oil and gas sector
Click on the image on the left to access the interview
www.internationalforumgroup.com

9. Interview with past attendee:
Mirroring the Performance of Top Investment
Managers
Asheesh Advani, Chief Executive Officer of Covestor,
discusses how private wealth managers can
overcome the difficulties
of selecting investment managers
Click on the image on the left to access the interview
www.internationalforumgroup.com

10. Feedback from
IFG Wealth Management Forum
delegates and speakers
www.internationalforumgroup.com

11. For more information about
International Forum Group &
IFG Wealth Management Forum
contact:
Salpi Balian
Press Manager – IFG
pressifg@ifgemea.com
www.ifgwealthmanagement.com
www.internationalforumgroup.com