THE ROAD AHEAD: KEY PROFIT TRENDS FOR 2027

When you join us in Sarasota, you’ll gain access to elite, highly sought-after strategists, economists, traders, and portfolio managers. With a deliberately limited audience, conversations unfold naturally at our Symposiums — allowing you to dive deeper into the issues that matter most to your portfolio throughout the event.

Every networking opportunity with fellow attendees and experts will feature the finest luxuries you’d expect from a venue like ours. Enjoy beautifully crafted cocktails, exceptional hors d’oeuvres, and the kind of relaxed interaction with speakers and peers that only a high-caliber Symposium offers.

During morning coffee breaks, interactive afternoon breaks, and every time in between, you’ll enjoy complimentary refreshments. It’s all part of the Symposium program—and it’s all waiting for you in December.

At each Symposium, we organize beautifully crafted events that celebrate the charm and luxury of the host city. In Sarasota, it will be no different. Past Symposiums have featured waterfront receptions, private off-site dinners, and themed receptions—ensuring you enjoy an elevate on-site experience.

Our 45-minute intensive workshops and powerful main-hall keynotes are designed for serious investors who want to pressure-test ideas, uncover alternative investment paths, and fine-tune their approach in today’s complex markets. You’ll enjoy direct engagement with presenters — and walk away with high-impact portfolio ideas you can put to work right away.

Meet directly with select sponsors and alternative investment providers offering access to private credit, private equity, real estate ventures, specialty income strategies, and other sophisticated opportunities. These conversations unfold in quiet, elegant spaces, ideal for evaluating them with discretion and depth.