In-Person WorkshopPhone Verified HostAll Levels
AI for Wealth Management & Family Offices: Executive Masterclass
Private equity analytics, portfolio copilots, and client briefing automation in Naples
Thursday, November 12, 20265:30 PM - 8:30 PM EST
Naples Executive Hub 5th Ave850 5th Ave S, Naples, FL 34102
About This Workshop
An exclusive executive workshop on 5th Avenue South for asset managers, family office directors, and investors. Learn how to deploy private, offline LLMs to analyze deal flow, summarize 100-page prospectus filings, and draft fiduciary memos without leaking confidential client data.
Prerequisites & Requirements
- Basic understanding of financial markets
- No coding required for executive track
What You Will Build & Take Away
- Family office AI playbook
- Vetted private model architectures
- Southwest Florida executive network
Topics Covered
#Wealth AI#Executive AI#Private Equity#Local LLMs
Venue Location & Map
Naples, FloridaLoading Interactive AI Workshop Map...
Naples Executive Hub 5th Ave850 5th Ave S, Naples, FL 34102
Google Maps DirectionsRegistration$75
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Our team personally confirms event details, instructor legitimacy, and physical venue access.
Hosted By
H
Harrison SterlingSouthwest Florida AI Forum