NOVEMBER 15-16, 2023


We're excited to announce Sanctuary’s second national conference this year, the Investment Management Symposium. Our goal at Sanctuary is to provide you with forums that foster community, culture and education through an unparalleled event experience. The Investment Management Symposium will be an environment for you to excel your business while highlighting the robust Sanctuary Solutions platform and leveraging our investment partners. We look forward to seeing you in sunny Orlando!

Please join us for Sanctuary's inaugural Investment Management Symposium, where we'll bring together investment professionals eager to explore Sanctuary Wealth's cutting-edge Investment Management tools and capabilities. Our symposium promises a wealth of knowledge with an engaging agenda.

IMS will feature diverse sessions, including an in-depth look at goals-based investing and insightful panel discussions featuring esteemed partners such as Franklin Templeton, Invesco, First Trust, Blackrock and more.

Alternative investment strategies will take center stage, with expert insights from Cliffwater, Cottonwood, Stepstone, and Ares. Additionally, a geopolitical outlook session will provide valuable global perspectives on investment impact.

Our breakout sessions will delve into specialized topics like Fixed Income, Direct Indexing, and 1031 Exchange. IMS attendees will leave enriched and well-prepared to enhance their investment practices for superior client experiences. Don't miss this exceptional opportunity to join industry leaders and gain valuable economic insights.

IMS is free for partner firms, allowing up to two attendees per firm. Register now to be part of the future of investment management solutions.

Interested in becoming an exhibitor at IMS 2023? Please reach out to for more information.

JW Marriott Orlando Grande Lakes

Located on a lush, 500-acre property, this resort offers an incredible array of amenities, including spa treatments, championship golf, gourmet farm-to-table dining, and world-class pools with new deluxe cabanas.  

The conference planning team will organize all overnight accommodations. Please reach out to with any questions.