WELCOME!

Our continued theme for 2016 is Growing Together: Your Success Is Ours.  We are excited to once again be returning to the venue that hosted this special gathering for the last two years, The Union League of Philadelphia. We are pleased to have the following leaders as our Featured Speakers, in order of their appearance:

  • Gregory Curtis, of Greycourt & Co. - author of his third book, Family Capital
  • Dan Clifton, of Strategas regarding the 2016 Political Election

In addition, we have planned these special sessions for you:

  • CIO Discussion with Rick Pitcairn of Pitcairn and Chris Piros of PNC/Hawthorn
  • Market Dynamics & Opportunities with David Friedman, Co-Founder of Wealth-X
  • Direct Investing with Ward McNally of McNally Capital

You will also see and hear the results of our newly unveiled Alliance Research

  • Receive the final results of our new Security Study 
  • Printed report of this year's Special Multifamily Office Study
  • Our latest and popular insights, trends & implications via our Alliance Critical Decisions series

Please note: This unique gathering remains invitation-only. To maintain the intimacy of this event, we limit attendance to 110 paid participants. We've sold out every announced Alliance gathering, dating back to 2015! Register promptly and you will benefit from our early registration rates and primary access to our hotel block, so we suggest acting on this soon. 

We would be truly honored to see you this October in Philadelphia!

  • When

  • Tuesday, October 18, 2016 - Wednesday, October 19, 2016
    7:30 AM - 3:30 PM
    Eastern Time Zone

  • Where

  • The Union League of Philadelphia
    140 South Broad St.
    Philadelphia, Pennsylvania 19102
    USA
    215-563-6500

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