Become a Sponsor/Exhibitor | Wealth Management & Trust Conference

February 24-26, 2025

Manchester Grand Hyatt

San Diego, CA

View Program

Show Overview

For more than 90 years, this national event has been addressing the latest issues facing the trust industry, giving attendees access to those in the know and providing strategic and practical insight for success. This year is no exception. Sessions will include but are not limited to:

Fiduciary Responsibility
Investments
Leadership and Management
Regulations
Sales and Marketing
Technology
Managing Change
Client Services
Compensation

Targeted Audience

Senior and Executive level Trust Professionals
Portfolio Managers, Financial Advisors
Trust Department Managers
Attorneys, CPAs, CTFAs
Investment Managers
Private Banking Managers
Business Development, Relationship Managers
Senior Investment Officers
Senior Executive Trust Officers
Wealth & Asset Management Services Executives
Fiduciary Services Executives

Primary areas of functional responsibilities are: Trust Administration; Investments, Asset Management; Sales & Marketing; Trust Operations; Brokerage Management.

Audience Management Level	Audience Asset Size
34% - Executive Management 40% - Senior Management 14% - Middle Management 12% - Other (inc. Examiners, Chairmen and Investment Coordinators	34% - Greater than $5 billion 25% - $1 billion - $5 billion 19% - $250 million - $1 billion 6% - Less than $250 million

Fast Facts

Total of 70 booths available for sale
About 60+ exhibiting companies.
Anticipate about 300+ prime bankers and 500+ total attendees

Who Should Exhibit

Help this prime audience achieve their goals. Expand your own customer base of profitable contacts. There's tremendous business potential for companies that provide products and services in:

Personal Trust Administration
Trust Council and Fiduciary Compliance
Sales and Marketing, especially to the affluent
Wealth & Asset Management/Financial Planning
Investment Management
Estate Planning
New Business Development
Technology, including digitized information and market globalization
Private Banking and Wealth Management
Trust & Investment Management for Community Banks
Mutual Funds, Discount Brokerage, derivatives and other alternative products
Sales Management, Training, and Tracking Programs; Employee Benefit Plans

Sponsorship Opportunities

Don't miss out on this excellent opportunity to gain additional exposure in front of your current trust clientele and new prospects. By sponsoring an event or item you gain the visible recognition of a leading organization, build brand equity and create a remembrance of your involvement at this conference. For additional benefits or to tailor the perfect sponsorship for you, please call today!

Vendor Code of Conduct

Read our Vendor Code of conduct.