The 4th Annual

New Jersey Intersect
A boutique investment management conference bringing together RIAs, family offices, and institutional investors from New York, New Jersey, and Metro Philadelphia. In-depth discussions on markets, strategy, and insights that will inform your investments going forward.
Northern New Jersey
Fall 2027
By invitation only
4
Consecutive years running
6
States represented
90%
Speakers in investment decision-making roles
Join an elite group of investment management professionals
(ex)TUDOR INVESTMENT CORPORATION·10 East·1435 Capital Management·4Points Capital·AAM·Absolute Strategy Research·Access Title·Advisors Capital·Alpha Architect·Apex Financial Advisors·Aspiriant·Astoria Portfolio Advisors·AT&T Services·Attinger·Beacon Trust·Bleakley Financial Group·BNY Mellon Advisors·Bonaventure·BondBloxx·BPEA Private Equity·Brookwood Investment Group·Buffer Labs ETFs·CBIZ·Cerity Partners·Chaslyn Financial Group·Churchill Asset Management·Circle Advisers·CME·Columbia Threadneedle·Confidence Wealth Management·Crossover Capital·DB USA Consulting Service·Dimensional Fund Advisors·Dumont & Blake Investment Advisors·Eagle Rock Wealth Management a Greenberg & Rapp Company·Entrust Global·Gladstone Wealth Partners·Glen Eagle Advisors·GM Financial Advocate·Gotham Private Capital·GQG Partners·Green Ridge Wealth Planning·Greenwood Star Holdings·Halberstadt Financial Consultants, Inc.·Hennion & Walsh Asset Management·Hobe Mountain Capital·HTL Advisors·Hudson Valley Investment Advisors·Intentional Asset Management·Investor Alignment Advisors·Ironbound Advisory·Janney Montgomery Scott·Jigsaw Group·KKR·Kraner·Krug Investment Solutions·LEXCO Wealth Management, Inc.·LJR Financial·LMP Institutional Investment Consultants·Macquarie Asset Management·Magnolia Private Wealth·Markin Asset Management·Meketa·Members' Wealth·Mercer·Mill Creek Capital Advisors·Moerus Capital Management·Morgan Stanley·Museum Mile Funds·Nasdaq·Nelumbium Capital·Noblestone Capital·Novartis·Nuveen·OnePoint BFG Wealth Partners·Osterweis Capital Management·Parataxis Capital·Passaic Partners·PeakAlts·Peapack Private Bank & Trust·PNC Asset Management Group·Police and Firemen's Retirement System of New Jersey·Princeton Global Asset Management·Princeton Wealth Management Alliance (PWMA)·Radcliffe Capital Management·RedBrick·Regency Wealth Management·RiversEdge Advisors·Rockefeller Capital Management·Roffman Miller Associates Inc·Roundview Capital·S4-Investment Management·Sarmaya Partners·Secfi·Signet Financial Management·Silvercrest Asset Management Group·Simon Quick Advisors·Sindia Capital Advisors·SkyView Investment Advisors·Smallwood Wealth Management·Snowden Lane Partners·Songbird Capital·State of New Jersey Division of Investment·SteelPeak Wealth·Stone Temple Partners LLC·Summit Private Investments·Summit Rock Advisors·Tag Associates·Teachers' Retirement System of the City of New York·The Haverford Trust Company·TIFF Investment Management·Timberline Capital Management·U.S. Bancorp Asset Management·United Nations Joint Staff Pension Fund·US Bank (PFM)·Ventura Wealth Management·Verdis Investment Management·Verizon Investment Management Corp.·Wealth Enhancement Group·Wealthcare Capital Management·Westport Capital Partners·Wilshire·Wright Time Financial·(ex)TUDOR INVESTMENT CORPORATION·10 East·1435 Capital Management·4Points Capital·AAM·Absolute Strategy Research·Access Title·Advisors Capital·Alpha Architect·Apex Financial Advisors·Aspiriant·Astoria Portfolio Advisors·AT&T Services·Attinger·Beacon Trust·Bleakley Financial Group·BNY Mellon Advisors·Bonaventure·BondBloxx·BPEA Private Equity·Brookwood Investment Group·Buffer Labs ETFs·CBIZ·Cerity Partners·Chaslyn Financial Group·Churchill Asset Management·Circle Advisers·CME·Columbia Threadneedle·Confidence Wealth Management·Crossover Capital·DB USA Consulting Service·Dimensional Fund Advisors·Dumont & Blake Investment Advisors·Eagle Rock Wealth Management a Greenberg & Rapp Company·Entrust Global·Gladstone Wealth Partners·Glen Eagle Advisors·GM Financial Advocate·Gotham Private Capital·GQG Partners·Green Ridge Wealth Planning·Greenwood Star Holdings·Halberstadt Financial Consultants, Inc.·Hennion & Walsh Asset Management·Hobe Mountain Capital·HTL Advisors·Hudson Valley Investment Advisors·Intentional Asset Management·Investor Alignment Advisors·Ironbound Advisory·Janney Montgomery Scott·Jigsaw Group·KKR·Kraner·Krug Investment Solutions·LEXCO Wealth Management, Inc.·LJR Financial·LMP Institutional Investment Consultants·Macquarie Asset Management·Magnolia Private Wealth·Markin Asset Management·Meketa·Members' Wealth·Mercer·Mill Creek Capital Advisors·Moerus Capital Management·Morgan Stanley·Museum Mile Funds·Nasdaq·Nelumbium Capital·Noblestone Capital·Novartis·Nuveen·OnePoint BFG Wealth Partners·Osterweis Capital Management·Parataxis Capital·Passaic Partners·PeakAlts·Peapack Private Bank & Trust·PNC Asset Management Group·Police and Firemen's Retirement System of New Jersey·Princeton Global Asset Management·Princeton Wealth Management Alliance (PWMA)·Radcliffe Capital Management·RedBrick·Regency Wealth Management·RiversEdge Advisors·Rockefeller Capital Management·Roffman Miller Associates Inc·Roundview Capital·S4-Investment Management·Sarmaya Partners·Secfi·Signet Financial Management·Silvercrest Asset Management Group·Simon Quick Advisors·Sindia Capital Advisors·SkyView Investment Advisors·Smallwood Wealth Management·Snowden Lane Partners·Songbird Capital·State of New Jersey Division of Investment·SteelPeak Wealth·Stone Temple Partners LLC·Summit Private Investments·Summit Rock Advisors·Tag Associates·Teachers' Retirement System of the City of New York·The Haverford Trust Company·TIFF Investment Management·Timberline Capital Management·U.S. Bancorp Asset Management·United Nations Joint Staff Pension Fund·US Bank (PFM)·Ventura Wealth Management·Verdis Investment Management·Verizon Investment Management Corp.·Wealth Enhancement Group·Wealthcare Capital Management·Westport Capital Partners·Wilshire·Wright Time Financial·
Regional intelligence
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In their words
"Super topical, great engagement, that was a pleasant surprise"
"Good content, good speakers, good networking time and overall feedback allocators felt the same way."
"There is so much innovation in the financial industry! We heard from over 10 different companies and speakers that all head strategies that are really offering a different approach on how to add value to portfolios and shift risk. Left a lot to think about!"
"The diversity of speakers, varying perspectives and encouraging collaborative networking appears to be a winning formula. The environment was welcoming, which is a testament to the venues chosen, content curated and the quality of participants. What started as a cold call has turned into a productive relationship and we look forward to furthering collaboration."
"I loved the location being in the middle of two major cities (New York and Philadelphia). We thought the turnout was decent and a good split between Asset Managers/RIAs. I really enjoyed hearing from a diverse panel of speakers that ranged from asset allocation ideas like Private Equity to Managed Futures to Fixed Income."
"He seems to have cracked the code on managing to get all of us NJ guys in one place. People appreciated the chance to network with other guys in the suburbs. It was a nice and accomplished group of people and they managed to make it collegial, informative, and fun. We all live near each other, but frankly might never meet otherwise."
Private Dinners
Looking for a local, intimate, salon-style discussion of market trends and innovative strategies in your area? Sign up here.