Since the International Forum Group (IFG) was launched a few years ago, the IFG Wealth Management Forum has quickly become the leading family office investment platform. Its success has attracted experienced and talented candidates into the organizing team, drawn by IFG’s best-in-class product and aggressive growth plans.

1. www.internationalforumgroup.com
Expanding horizons
through The International
Forum Group
Since the International Forum Group (IFG) was
launched a few years ago, the IFG Wealth
Management Forum has quickly become the
leading family office investment platform. Its
success has attracted experienced and talented
candidates into the organizing team, drawn by IFG’s
best-in-class product and aggressive growth plans.
Caleb Martin, Senior Sales Executive, has been with
IFG since early 2012. “I was looking to switch
careers and further develop my sales skills, which is
critical in many different roles. I came across the
International Forum Group and believed it would
be a good growing experience for me, “Caleb said.
The training sessions provided by Martin Levy, the
Director of IFG’s Vancouver office, have been
invaluable, Caleb added.
“My educational background in International
Business, Bachelor’s degree in Commerce and
experience in the banking sector gave me the
confidence to succeed in this position. However, I
still needed detailed training on prospecting,
qualifying and asking the right questions to
determine the appropriate fit. This has been a great
growing experience for me,” Caleb commented.
“One of my most memorable moments was winning
my first client. But what I will remember the most is
attending an IFG event for the first time, seeing the
setup, the five-star environment, and meeting all of
our clients. Experiencing the format and seeing
first-hand the value it provides gave me huge
confidence in our product and the role we play in
the marketplace,” Caleb said of his first IFG event.
Asked what sets IFG apart from the competition, he
said: “One key differentiator is the intimacy of the
gatherings; another is the level and quality of
attendees and our rigorous selection process for
both family offices and service providers.
Attendance is invite only and limited to the most
senior executives. We are a lot more focused on
adding value where it matters. We provide what we
say we will and ensure all parties are satisfied with
the outcome.”
According to Martin Levy, the International Forum
Group has developed, “a unique formula which
matches the investment requirements of leading
family offices with the services provided by highly
specialized wealth advisors.” Months of research
and market analysis go into organizing each
session.
Caleb concluded: “My vision of IFG is an expansion
into the institutional investment space. Adding
complementary events will provide more value to
existing and potential clients.”
Salpi Balian
Press Manager – IFG
pressifg@ifgemea.com
FOR IMMEDIATE RELEASE
IFG WEALTH MANAGEMENT FORUM
THE PREMIER EVENT FOR NORTH AMERICAN FAMILY OFFICES
October 21-22, 2013, Florida
www.ifgwealthmanagement.com
We are a
lot more
focused
on adding
value where
it matters

2. www.internationalforumgroup.com
For more information: pressifg@ifgemea.com
About the IFG Wealth Management Forum 2013
IFG’s Wealth Management Forum 2013 provides a unique platform for investment decision makers from
single and multi-family offices to engage in vibrant benchmarking sessions and gain practical solutions and
best practices to achieve optimal portfolio returns. The upcoming event will take place in Florida, October
21-22, 2013.
For more information please send an email to pressifg@ifgemea.com or visit the event website at
www.ifgwealthmanagement.com
About International Forum Group
International Forum Group is a world-leading business information company, organizing exclusive, invitation-
only gatherings of business leaders across multiple industry sectors.
Providing a platform for senior executives to build mutually beneficial business partnerships, International
Forum Group has designed an unparalleled system for matching the core buying needs of the world’s largest
organizations with the best solutions available in the global marketplace. Empowering all our clients with the
knowledge they need to lead in their respective fields is a fundamental goal of all our forums.
For more information, please visit: www.internationalforumgroup.com
All rights reserved. The above content may be republished or reproduced. Please notify prior to usage at
pressifg@ifgemea.com
IFG WEALTH MANAGEMENT FORUM
THE PREMIER EVENT FOR NORTH AMERICAN FAMILY OFFICES
October 21-22, 2013, Florida
www.ifgwealthmanagement.com