An Exclusive Opportunity to Learn, Share, and Connect
Prince Edward County | Sunday, August 23, 2025
This August, we’re hosting a special gathering in Prince Edward County—a relaxed lunch and afternoon on a sunny summer weekend, with a small group of guests and several portfolio managers we work closely with.
It’s not a seminar or presentation. It’s a chance to share perspectives, ask questions, and hear directly from the people who help shape investment strategy at some of the world’s largest firms.
We’ll continue the conversation over the afternoon with senior leaders from major asset managers—a rare opportunity to hear how they see the road ahead and what that could mean for your own portfolio.
Whether you’re curious about how professionals manage risk, or simply enjoy thoughtful conversation over great food, this is a day designed to inspire new thinking.
Space is very limited—please reach out if you’d like to learn more.
