Maximize Your Impact At Investments & Wealth Strategy Forum 2025
Investments & Wealth Strategy Forum 2025, taking place on November 17, 2025, at the New York Marriott Marquis, brings together senior financial advisors, institutional consultants, portfolio managers, and wealth leaders focused on strategy, innovation, and fiduciary excellence. It’s a high-level event where business-critical conversations happen around investment planning, risk management, and portfolio construction.
Attendees are responsible for key financial decisions and actively seek asset managers, technology solutions, and research tools to drive client performance. The forum attracts those shaping portfolios for high-net-worth individuals and institutions, making it a focused environment for building trusted vendor relationships and long-term partnerships.
With the Vendelux enriched attendee list, companies gain early access to verified decision-makers. You can identify who controls investment strategies, map accounts against your ICP, and prioritize contacts aligned with your solution. Positioning your value proposition in advance increases the chance of high-conversion discussions during the event.
How Sales, Marketing And Revops Teams Can Use This Attendee List
With financial professionals gearing up for 2026 positioning, Sales and Marketing teams can use the Investments & Wealth Strategy Forum attendee list to strengthen outreach now. Segmenting contacts by firm type—such as RIAs, broker-dealers, banks, and multi-family offices—lets you shape messaging that aligns with their operational models and client priorities.
Using enriched attendee data from Vendelux, you can connect with firm principals, portfolio managers, and product executives who influence platform adoption and fund distribution. This helps book meetings with budget holders before November, accelerating engagement timelines.
Field marketers can also coordinate localized events or one-on-one sessions around the conference using verified contact and location fields. After the event, you can filter by engagement at the forum to re-target warm leads, add relevant content, or schedule strategy reviews. The attendee list gives your team clear visibility into who’s going, what they do, and how you can help—improving deal velocity and partner alignment.
Timing Is Everything
Investments & Wealth Strategy Forum 2025 is scheduled for November 17, 2025. With planners and financial leaders beginning their evaluations for 2026 long before Q4, early outreach gives your team an edge.
Using Vendelux, you can identify top attendees five to six months before the event, allowing time to build relationships and book meetings well ahead of the forum. Aligning your messaging with what each attendee manages—whether it’s portfolios, platforms, or policies—improves the quality of conversations.
Don’t wait until attendees are locked into other meetings. By engaging in May or June, your team stands out as proactive and aligned to their investment planning calendar.
What’s Included In The Investments & Wealth Strategy Forum 2025 Attendee List?
Vendelux provides visibility into financial executives expected to attend through a combination of organizer-provided data and predictive insights. Clients can upload key accounts to identify attendee matches ahead of the event.
The enriched list includes first and last name, job title, company name, company website, location including city, state, and country, LinkedIn profile, verified email addresses, and phone numbers when available.
Where Is Investments & Wealth Strategy Forum 2025?
The event will be held at the New York Marriott Marquis in New York, New York, United States.
When Is Investments & Wealth Strategy Forum 2025?
Investments & Wealth Strategy Forum 2025 is scheduled for November 17, 2025.
What Type Of Event Is Investments & Wealth Strategy Forum 2025?
This event is a financial leadership forum dedicated to advanced investment and wealth management strategies. It includes expert-led keynotes, panel sessions, and peer-to-peer networking designed for top-tier finance professionals. The format supports in-depth discussions on challenges and opportunities across fiduciary roles.
How Many People Attend Investments & Wealth Strategy Forum 2025?
The event is expected to host several hundred attendees, primarily from the United States, with a mix of C-level advisers, heads of research, institutional consultants, and senior portfolio professionals. The attendee profile centers on individuals with decision-making responsibilities in wealth planning and investment strategy.
