GTE Wealth Forum XXVIII 2026
An invitation-only forum connecting investment advisors and fund managers through scheduled due-diligence meetings.
The Ritz-Carlton, New Orleans
- Dates
- December 6, 2026
- Venue
- The Ritz-Carlton, New Orleans
TL;DR
- The 2026 forum begins December 6 at The Ritz-Carlton in New Orleans.
- The invitation-only program is built around scheduled due-diligence meetings between investment advisors and fund managers.
- The organizer identifies senior investment advisors, investment advisors, and fund managers as attendees.
About
The forum brings advisors from RIAs and bank trusts together with fund managers for scheduled, one-to-one due-diligence discussions. Its format is intended to help advisors assess portfolio options and give managers access to investment decision-makers.
Who you'll find in the room
Senior Investment Advisors
The organizer lists senior investment advisors among the forum's attendee groups.
Investment Advisors
Investment advisors are an identified attendee group.
Fund Managers
Fund managers meet with investment advisors through the forum's scheduled meeting format.
Venue & travel
Venue
The Ritz-CarltonGetting there
The venue is in New Orleans, Louisiana.
Questions people ask
5 answeredThe forum starts on December 6, 2026.
The forum is at The Ritz-Carlton in New Orleans, Louisiana.
The organizer lists senior investment advisors, investment advisors, and fund managers as attendee groups.
It is worth it for fund managers who want focused time with RIA and bank trust decision makers, since the format is pre-scheduled one-on-one due diligence meetings of twenty-five minutes, and for advisors screening new portfolio solutions. Anyone expecting conference sessions or broad networking would get less from it, because attendance is by invitation and advisors can decline meetings with managers who do not fit.
Investment professionals meeting at a luxury hotel such as the Ritz-Carlton usually wear business formal or sharp business casual, typically a suit or blazer without a tie.
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