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SWFI FORT Global is an international thought leadership and convergence platform by Sovereign Wealth Fund Institute (SWFI®) that is driven by a purpose of protecting generational wealth, preserving legacies, and promoting prosperity for the good, better and the right.
SWFI Family Office Round Table Global Events foster collaboration, share knowledge, and create strategies among the world’s leading families behind the family offices, policy makers, and influencers in conjunction with the greatest investment minds of sovereign wealth funds, pension, endowments, allocators, and asset managers to link, learn, and lead.
The core tenets of SWFI FORT Events can be encapsulated in the acronym “ROCKS.”
Each one emphasizes a distinct set of values.
Relationship
AND Recognition
Opportunity
AND Outreach
Capital AND
Collaboration
Knowledge
AND Kickstart
SYNERGY
AND SUSTAINABILITY
SWFI Family Office Round Table Events through Relationship Building – The Backbone of Success enables you to
Our events serve as a Meeting Point for visionaries who believe in the power of relationship driving transactions.
SWFI FORT Events through Opportunity Sharing facilitates you to
At SWFI FORT Events, we present an Environment for Guests to develop chances that balances financial gains with societal benefits, by putting forth and connecting, unhindered by any specific domain or geographical barrier. Significantly, it’s a solicitation-free zone.
SWFI FORT Events through Capital Accessibility empowers you to
SWFI FORT Events are designed as Meeting Hubs to deliver unmatched value through laying down the foundation to capital allocators by introducing them to diverse perspectives and strategies from global peers in a neutral environment.
SWFI FORT Events through Exchange of Knowledge helps you to achieve
We have crafted our events to be a Nexus of Knowledge, allowing both seekers and givers to relay their accomplishments and learnings from the world of wealth creation and impactful actions.
SWFI FORT events through Gaining Synergy drives you to build
Drawing from the richness of Peer Engagement, SWFI FORT events guide attendees to balance sustainable economic prosperity for generations.
GOOD Talk isn’t just a conversation; it’s a movement, driving change, fostering innovation, and redefining the paradigms of global wealth management.
The GOOD Fellows Awards honor remarkable individuals for their unique contributions. Their profound influence and sustainable, innovative changes set them apart. The GOOD Fellows environment is characterized by its emphasis on knowledge dissemination and stimulating discourse among visionary individuals. Beyond being a mere platform, its ambition is to recalibrate wealth’s trajectory and its societal ripple effects. At its heart lies the GOOD Talk series, designed to instigate significant interactions among the fellows.
May 28-30, 2024
London UK
September 19 - 20, 2024
Shanghai, PRC
USD 375 Billion worth of Exports
31 million: Second Populous state in the US
695,620 square kilometers: Second Largest state in the US
55 Fortune 500 Companies call Texas home
1.5 million HNWIs
100,000 UHNWIs
750 Family Offices (approx.) managing an average of USD 100 Million in assets
1000+ Asset Managers managing average assets worth USD 1 Billion
10 Large Public Pension Funds, with total assets under management of over $500 billion
20 Endowments, with total assets under management of over $100 billion
500 Private Equity Funds, with total assets under management of over $500 billion
200 Venture Capital Funds with total assets under management of over $100 billion
1,000 Banks, with total assets of over USD 1 Trillion
500 Credit Unions, with assets of over USD 100 Billion
1,000 Investment Firms, with assets under management of over USD 1 Trillion
1,000 Insurance Companies, with assets of over USD 1 Trillion
919 Registered Investment Advisory Firms
216 Registered Broker Dealers
16 Registered Broker Dealers
26 Real Estate Investment Trusts (REITs)
47 Special Purpose Acquisition Companies (SPACs)
SWFI Family Office Round Table (SWFI FORT) Global is owned and hosted by Sovereign Wealth Fund Institute (SWFI®) © 2024 SWFI Events
