Beyond the Portfolio: Family Offices,
Private Capital & Strategic Opportunities

Date - Thursday, NOVEMBER 12, 2026

Time – 06:00 PM EST – 08:00 PM EST 

Venue – 7 Times Square, 5th Floor, New York, NY 10036, United States 

About The Event

As wealth management continues to evolve, families and business leaders are exploring opportunities beyond traditional investment portfolios. From private investments and alternative assets to strategic transactions and long-term wealth planning, understanding the broader private capital landscape can help inform important financial decisions. 

Join the Indian American International Chamber of Commerce (IAICC) for an engaging evening bringing together business leaders, entrepreneurs, investors, family office principals, and members of the financial community to discuss private capital, strategic opportunities, and approaches to long-term wealth preservation. 

The discussion will offer an opportunity to exchange perspectives, explore emerging opportunities, and connect with professionals across the private wealth and investment community. 

Topics We’ll Explore 

  • Private investments and alternative assets 
  • Strategic transactions and the role of investment banking 
  • Wealth preservation, estate, and legacy planning 
  • Family governance and decision-making 

Why Attend? 

  • Gain perspectives on private investments and alternative assets. 
  • Explore strategic transactions and the role of investment banking. 
  • Learn about approaches to wealth preservation and legacy planning. 
  • Understand the importance of family governance and decision-making. 
  • Connect with business leaders, investors, and financial professionals. 
  • Exchange ideas and perspectives with members of the private capital community. 

Who Should Attend? 

Business Leaders | Entrepreneurs | Family Office Principals | Investors | Financial Professionals | Wealth Management Professionals 

Our
Speakers

Sandeep Belani

Managing Director
Private Wealth Advisor

Anthony Angilletta, CFP

Senior Vice President
Private Wealth Advisor

The
Agenda

TBD

event
Will start In

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Register Now!

Join us on November 12th to explore family offices, private capital, strategic investments, and long-term wealth opportunities. 

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