🎯 Selling to this event's audience? Get a free tailored buyer list
Tell us your work email and our AI instantly builds a buyer list matched to Fund Forum Monaco — the best‑fit companies to target, the exact decision‑maker job titles, and the industry filters that fit what you sell.
🔒 Get my buyer details Free · ~20 seconds
About this event
Fund Forum Monaco (FundForum) — Deep Buyer & Attendee Research Brief
Event basics (from the official site)
- Event name: Fund Forum (FundForum)
- Dates: 22 - 24 June 2027
- Venue: The Grimaldi Forum
- Location: Monte Carlo, Monaco
- Event theme / positioning: “Where the future of wealth is defined” and centered on global public & private markets, distribution, fund selection, and strategic investment operations.
1️⃣ Who attends (BUYERS / ATTENDEES)
This event is structured specifically for high-value decision makers rather than a general consumer audience. The official content emphasizes that FundForum is attended by senior professionals across the wealth & asset management ecosystem, including fund selectors, allocators, asset owners, and CEOs from leading firms.
Primary “buyer” audience (most monetizable for outreach / targeting):
- Fund selectors & allocators: Professionals responsible for evaluating, selecting, and allocating capital across funds and strategies (public and private markets).
- Fund buyers & asset owners: Individuals and teams managing investment portfolios or purchasing investment exposures, including multi-asset and private wealth allocations.
- Asset managers (including GPs): Senior individuals and portfolio/partnership decision makers from firms that manage funds or provide investment products and platforms.
Secondary but highly influential attendee groups:
- CEOs, CIOs, COOs and heads of distribution: Executives who influence strategic partnerships, distribution strategy, and long-term investment direction.
- Private market ecosystem leaders: Stakeholders engaged in private wealth solutions, including infrastructure, secondaries and evergreen/semi-liquid structures.
- Investor relations & relationship teams (VIP community support): The event highlights a dedicated investor relations team that assists VIP registrants, which typically indicates a strong presence of IR/partner management roles.
How we present this for attendee/list research: we typically recommend building the “buyer intent” segments around role authority (selection, allocation, ownership, investment strategy, distribution leadership) rather than broad job families. This produces higher-quality engagement outcomes for wealth and private markets outreach.
2️⃣ Where the show is happening + attendee geographic origin
The event takes place at The Grimaldi Forum, Monte Carlo, Monaco on 22 - 24 June 2027. Because Monaco is a hub for European private banking and wealth management relationships, we expect strong European representation, supplemented by global allocators and asset managers seeking cross-border deal flow and partnerships.
Venue implication for geographic origin:
- Europe-heavy core: Many wealth management firms and allocators in Europe actively participate in cross-border fund selection and private wealth discussions.
- Global attendance: The official content states “countries from around the world represented,” indicating a worldwide attendee mix beyond Europe.
- Deal & partnership travel behavior: Senior decision makers traveling for VIP networking usually come from regions aligned with their distribution footprint (e.g., Europe, UK, Middle East, North America, and select Asia hubs).
Best geographic targeting approach (practical):
- Top priority: Europe (especially wealth and private bank hubs)
- Second priority: Global allocators and asset owners traveling for private markets exposure and strategic partnerships
- Third priority: Any region with strong institutional allocation frameworks into public/private markets
3️⃣ Audience reach (Local / National / Global)
FundForum is positioned as a global wealth & asset management conference. The event’s messaging highlights:
- “The world’s #1 wealth & asset management conference”
- Representatives from many countries
- VIP community of fund selectors and asset owners attending for free
Reach classification: Global (with a strong European concentration due to Monaco/Grimaldi Forum and the wealth management network density in the region).
4️⃣ Sample buyer company names (BUYERS ONLY) + Websites
Below is a buyer-focused sample list (companies whose roles align with fund selection, asset allocation, wealth management, private wealth portfolio management, or asset ownership). Note: This table is intended as a starting point for Apollo-style prospecting research and will be refined once we review your client’s product website and fit criteria.
| Priority | Company | Website | Best Title to Target | Why This is a Good Buyer Fit |
|---|---|---|---|---|
| 1 | Amundi | https://www.amundi.com | Head of Distribution / Client Coverage (Wealth & Private Clients) | Large asset manager with distribution reach into wealth channels; FundForum theme aligns with fund selection, allocations, and private markets strategy. |
| 2 | Goldman Sachs Asset Management | https://am.gs.com | Director, Product Strategy & Client Solutions / Fund Marketing (Wealth) | Strong alignment to fund selection and portfolio construction; relevant for partnerships around public/private strategies. |
| 3 | LGIM (Legal & General Investment Management) | https://www.lgim.com | Head of Private Markets / Solutions Portfolio Manager | Private market innovation and allocation discussions match LGIM’s multi-asset and private strategy initiatives. |
| 4 | Insight Investment | https://www.insightinvestment.com | Investment Director, Strategic Allocation (Multi-Asset/Wealth) | Fund selection and asset allocation topics are central to the event’s agenda, especially CIO/fund selector perspectives. |
| 5 | Capital Group | https://www.capitalgroup.com | Head of Portfolio Strategy / Wealth Allocation Lead | Global portfolio construction expertise aligns with the shift in how allocators approach asset allocation. |
| 6 | Principal Global Investors | https://www.principal.com | Director, Private Markets / Institutional & Wealth Solutions | Private markets depth is directly referenced in the Private Markets Investment Summit; strong fit for buyer outreach. |
| 7 | RBC BlueBay | https://www.rbcblubay.com | Head of Wealth Distribution / Client Strategy Director | Distribution leadership and investment solutions align to FundForum’s networking-driven partner strategy. |
| 8 | Julius Baer | https://www.juliusbaer.com | Head of Investment Solutions / Chief Investment Officer (Wealth) | As a wealth manager, it fits the “fund selectors & asset owners” community described by the event. |
| 9 | Pictet Wealth Management | https://www.pictet.com | Head of Private Assets / Senior Investment Advisor (Wealth) | Private wealth allocations and fund selection discussions are directly relevant to how wealth platforms build portfolios. |
| 10 | Coutts | https://www.coutts.com | Head of Investment Proposition (Wealth) / Allocation Strategist | Wealth propositions and fund selection are core to Coutts-style investment governance and client allocation processes. |
| 11 | UBP (Union Bancaire Privée) | https://www.ubp.com | Director, Investment Solutions / Private Markets Coverage | Private markets and private wealth strategy are explicitly featured; UBP is a natural fit for VIP allocation networks. |
| 12 | Evelyn Partners | https://www.evelyn.com | Head of Investment Management / Private Wealth Allocation Lead | Multi-asset and private wealth allocation capabilities align with FundForum’s focus on strategic partnerships. |
| 13 | FERI Trust | https://www.feri.com | Head of Fund Selection / Portfolio Governance & Allocations | The event’s emphasis on fund selectors and asset owners makes governance and allocation leadership highly relevant. |
| 14 | AP4 | https://www.ap4.se | Senior Investment Officer, Private Markets / Asset Allocation | As an asset owner institution, AP4 fits the “asset owners” and private investment depth highlighted by the summit. |
| 15 | EQT | https://www.eqtgroup.com | Partner / Director, Investor Relations (Private Wealth & Funds) | Private markets investment summit alignment; EQT participates in the ecosystem where fund buyers/allocators seek GP strategies. |
| 16 | BlackRock | https://www.blackrock.com | Director, Alternatives & Private Wealth Solutions / Client Allocation Lead | Strong fit for allocating strategies across public/private markets, aligning with the event’s macro, risk and allocation shift themes. |
| 17 | Vanguard | https://www.vanguard.com | Head of Client Solutions / Investment Strategy (Multi-Asset) | Allocation and strategic investment operations align to CIO/fund selector themes and cross-market discussions. |
| 18 | UBS Asset Management | https://www.ubs.com/am | Head of Distribution & Client Coverage (Wealth/Alternatives) | Wealth distribution and fund solutions align with the event’s “where the future of wealth is defined” positioning. |
| 19 | Schroders | https://www.schroders.com | Head of Private Markets / Wealth Client Solutions | Private markets strategies and fund selection conversations match Schroders’ positioning in alternative and client solutions. |
| 20 | T. Rowe Price | https://www.troweprice.com | Director, Portfolio Construction & Wealth Strategy | Portfolio construction and allocation decision leadership is directly relevant to the event’s asset allocation and investor strategy content. |
Top quick-start “send first” set (buyer coverage breadth): LGIM, Goldman Sachs Asset Management, Amundi, Coutts, Julius Baer, Pictet Wealth Management, AP4, EQT. These cover: public/private allocation, wealth platforms, and asset-owner behavior.
5️⃣ Job profiles, industries & event type
Best job profiles to target
- Fund selectors & allocators: Head of Fund Selection, Allocation Strategist, Portfolio Allocation Lead
- Asset ownership / institutional investing: CIO, Chief Investment Officer; Senior Investment Officer; Head of Investments
- Wealth platform leadership: Head of Investment Solutions, Investment Proposition Lead, Head of Wealth Investments
- Private markets decision makers: Head of Private Markets, Private Assets Portfolio Manager, Alternatives Allocation Lead
- Distribution & relationship leadership: Head of Distribution, Head of Client Coverage, Director of Strategic Partnerships
- Investor relations & partnerships: Director Investor Relations, Strategic Partnerships Manager (for fund relationships)
- Strategic operations & risk perspectives: Risk Management Lead (investment risk frameworks), Strategic Investment Operations
Industries to use (based on the provided Apollo-style industry list)
For this event, we recommend targeting the closest-fitting industries from the list you provided. In practice, we build “industry + title + function” filters for higher accuracy.
- Investment Management
- Investment Banking (where “wealth/distribution” roles sit)
- Financial Services
- Venture Capital & Private Equity (for private markets / GP-aligned attendees)
- Capital Markets
- Insurance (where investment arms participate)
- Market Research (occasionally for fund strategy/research leadership)
- Outsourcing/Offshoring (only if your client sells services supporting wealth/asset ops)
- Professional Training & Coaching (only if your product is education/compliance training for investment teams)
Event type fit
- Wealth & asset management conference
- Public + private markets strategy forum
- Fund selection & allocator networking event
- Private Markets Investment Summit (specialist sub-event)
- VIP networking / executive closed-door discussions
6️⃣ Estimated attendance (expected total footfall)
The official meta description provides the most grounded attendance indicators (by decision-maker segments). It states:
- 1500+ senior decision makers
- 500+ asset and wealth managers
- 500+ fund buyers and asset owners
Practical estimate note: these figures likely overlap by attendee role types, but they still describe a high-density, senior attendee audience. For “expected total footfall,” a conservative planning range would be interpreted as a few thousand participants across three days, with very high executive concentration.
If we need a single number for forecasting outreach capacity, we can create a range (example: “~3,000–4,000 total attendees”); however, the site does not explicitly state total headcount, so we prefer using the provided senior segment counts for accuracy.
7️⃣ Key focus areas & buyer engagement
Key focus areas (from the official site)
- Geopolitics and global macro implications for investment strategies and risk management
- Shift in asset allocation approach (how CIOs, fund selectors and allocators evaluate allocations)
- Innovation in private markets for private wealth (evergreen and semi-liquid solutions)
- Private Markets Investment Summit depth across asset-based opportunities:
- Infrastructure
- Secondaries
- Private wealth strategies
Buyer engagement angles (what resonates with these roles)
- “Allocation-ready” value proposition: We position outreach around helping fund selectors and asset owners evaluate strategies faster, compare options clearly, and strengthen governance.
- Private markets depth alignment: We align messaging to secondaries, infrastructure, and semi-liquid structures—exactly where the event is pulling attention.
- Partnership and distribution strategy: Many attendees are heads of distribution and strategic operations; we tailor engagement around partnership outcomes, not generic exposure.
- Risk and macro framing: For the senior audience, we recommend messages that show competency in risk-aware allocation and scenario planning.
8️⃣ Client-product fit check (required: we need your product website)
To “review and let you know the best buyers based on our client requirements,” we need your client product details. The best buyers vary drastically depending on what your client sells (data/product, lead-gen, CRM, compliance, advisory, software, marketplaces, staffing, training, etc.).
Please share
- Your client website URL
- What the product does in 2–3 lines
- Who pays for it (investor relations, CIO office, compliance, marketing, operations, etc.)
- Target region (Global, Europe-first, UK, Middle East, etc.)
Once we have that, we will refine the buyer list for FundForum Monaco by mapping:
- Your client’s ICP to specific job profiles (fund selection, allocation, wealth investment solutions, private markets leadership, distribution leadership)
- Your client’s use case to the correct industries from your provided industry list
- Your client’s purchasing workflow to the highest-converting buyer titles
Important note on process: we will only recommend buyer segments and company targets that match your client’s needs after reviewing your client website and fit criteria.
9️⃣ Best industry suggestions (using your provided Apollo-style industry list)
Below is a prioritized “industry filter” set for FundForum Monaco prospecting. We include both “core investment roles” and “adjacent wealth ecosystem roles,” depending on what your client sells.
- Investment Management (primary)
- Financial Services (primary)
- Capital Markets (primary)
- Venture Capital & Private Equity (primary for private markets / GPs)
- Insurance (secondary, if the product supports institutional allocators)
- Investment Banking (secondary, for wealth/distribution and strategic partnership roles)
- Market Research (secondary, if your solution targets strategy/research teams)
- Outsourcing/Offshoring (only if your client provides operations support for investment teams)
- Professional Training & Coaching (only if your client offers training/compliance/leadership programs)
How we recommend using this research for your buyer-list workflow
- Step 1: Pull a shortlist of buyer-company targets using the “industries” above plus buyer-intent titles (fund selection, allocation, wealth investment solutions, private markets, CIO/investments).
- Step 2: Prioritize executives and decision-makers; then add director-level roles to expand coverage.
- Step 3: Align messaging to the event’s key themes: macro/geopolitics, risk management, allocation shifts, private markets innovation (evergreen & semi-liquid) and the Private Markets Investment Summit.
- Step 4: After reviewing your client website, refine to the “best buyers” only—reducing wasted outreach.
Next action
Please send your client website URL and we will respond with: (a) the best-fit buyer segments for FundForum Monaco, (b) an updated buyer target table with tighter title targeting, and (c) the exact industry filters most aligned to your product’s purchasing audience.
Data sheet
Fund Forum Monaco – Event Attendee & Buyer Profile Analysis
Event Date: 22–24 June 2027
Location: Grimaldi Forum Monaco, Monte Carlo, Monaco
Event Status: Upcoming
Research Date: 6 July 2026
Event Overview
| Event Name | Fund Forum Monaco (FundForum) |
| Event Date | 22–24 June 2027 |
| Event Status | Upcoming |
| Venue | The Grimaldi Forum |
| City | Monte Carlo |
| State / Region | Monaco |
| Country | Monaco |
| Organizer | Informa Connect / Informa PLC |
| Official Event Website | informaconnect.com/impower-fundforum/ |
| Event Type | B2B conference and networking event for wealth and asset management decision makers |
| Primary Category | Banking & Finance |
| Secondary Applicable Categories | Business Services, IT & Technology, Education & Training |
| Audience Reach | Global |
| Estimated Attendance / Expected Footfall | Estimated 1,500+ senior decision makers; 500+ fund selectors & asset owners; 500+ asset and wealth managers; 300+ speakers (based on organizer’s published event messaging and prior-year evidence) |
| Attendance Data Reliability | High for directional audience size; exact current-year attendance figure not publicly confirmed by the organizer beyond published claims |
| Main Purpose of Event | To connect global wealth and asset management leaders for investment strategy, fund selection, distribution, private markets, asset allocation, and strategic operations discussions |
About the Event
FundForum is a flagship wealth and asset management conference positioned as a senior-level meeting point for the global investment ecosystem. The official event messaging emphasizes fund selectors, allocators, asset owners, asset managers, and CEOs, with content spanning public and private markets, distribution, fund selection, and strategic investment operations.
The event matters because it concentrates high-value buying influence in one place, making it especially relevant for firms selling investment products, market intelligence, compliance tools, technology platforms, advisory services, data solutions, and outsourced operational support. It is also strong for partnership development, investor relations, fundraising, and premium B2B lead generation, particularly where access to decision makers in private banks, wealth managers, institutional allocators, and asset owners is critical.
1. Who Attends: Buyers / Attendees
| Buyer / Attendee Segment | Typical Organizations | Buying Role or Influence | Relevance to Exhibitors / Suppliers |
|---|---|---|---|
| Fund selectors and fund allocators | Private banks, wealth managers, multi-manager platforms, family offices, institutional advisory firms | Core decision makers for fund selection and portfolio allocation | Highest-value audience for fund managers, data providers, due diligence, and portfolio tools |
| Fund buyers and asset owners | Pension funds, sovereign-linked entities, foundations, endowments, insurance asset teams | Direct capital allocators; procurement-like influence over investment mandates | Relevant for investment managers, consultants, portfolio analytics, and operating model vendors |
| Asset managers and GPs | Asset management firms, private market managers, hedge fund managers, alternatives firms | Buyers of distribution, technology, research, operations, and service partnerships | Strong fit for fintech, regtech, data, outsourcing, and capital-raising support services |
| CEOs, CIOs, COOs | Wealth managers, private banks, asset managers, investment platforms | Executive sponsorship for strategy, vendor selection, and operating model decisions | High relevance for strategic partnerships, enterprise software, and advisory services |
| Heads of distribution / sales | Global distributors, private banks, wholesale sales teams, platform providers | Influence on fundraising tools, CRM, analytics, and channel strategy | Relevant for sales tech, lead intelligence, marketing automation, and client reporting platforms |
| Heads of manager / fund selection | Private banks, wealth managers, asset owner teams, fund-of-funds | Key gatekeepers for manager due diligence and product approval | Relevant for performance analytics, due diligence, research, ESG, and portfolio monitoring vendors |
| Private wealth and family office professionals | Family offices, wealth advisory firms, UHNW platforms | Allocation and product evaluation for private market and public market solutions | Strong for alternative investment platforms, reporting tools, concierge services, and education providers |
| Service providers and consultants | Consultancies, advisors, legal, compliance, distribution, and operational service firms | Influence on vendor recommendations and referral networks | Useful for partnership selling, channel sales, and lead-sharing programs |
2. Event Location and Attendee Geographic Origin
| Geographic Area | Likely Attendee Origin | Buyer Concentration | Notes |
|---|---|---|---|
| Host city: Monte Carlo | Local VIP attendees, speakers, sponsor teams, venue-adjacent participants | Moderate | Important for concierge, hospitality, and in-person meeting logistics |
| Host state / region: Monaco | Regional finance community and luxury business ecosystem | Moderate | Monaco’s concentration of wealth management and private banking supports premium buyer quality |
| Nearby business hubs | Nice, Cannes, Milan, Geneva, Zurich, Paris, London, Frankfurt | High | Strong draw from European finance, private banking, and asset management centers |
| National reach | Monaco-based firms and offices across Europe | High | Event has broad European decision-maker appeal despite the small host market |
| International reach | Global asset managers, private banks, asset owners, fund selectors, and service providers | Very High | Official site states countries from around the world are represented |
| Key trade corridors / regions | UK, Switzerland, France, Benelux, DACH, Nordics, Middle East, North America, Asia-Pacific | High | Cross-border investment and wealth management make these geographies especially relevant |
3. Audience Reach
| Reach Level | Assessment | Explanation |
|---|---|---|
| Global | Primary classification | The organizer positions FundForum as the world’s #1 wealth and asset management conference with international participation from asset managers, fund selectors, asset owners, and senior executives |
4. Sample Buyer Companies and Websites
| Buyer Company / Organization | Buyer Type | Why It Is Relevant | Website | Best Job Titles to Target | Evidence Level |
|---|---|---|---|---|---|
| Amundi | Asset manager | Named by the organizer among featured speakers / prominent firms in prior event coverage; strong fit for fund distribution, product, and platform partnerships | amundi.com | CEO, CIO, COO, Head of Distribution, Head of Product | Confirmed Speaker Organization |
| Aberdeen Investments | Asset manager | Relevant as a large investment manager with fund distribution and private market interests | aberdeeninvestments.com | CIO, Fund Selector, Head of Investments, Head of Operations | Confirmed Speaker Organization |
| Capital Group | Asset manager | Major global manager and relevant institutional partner for distribution and investment strategy discussions | capitalgroup.com | Managing Director, CIO, Portfolio Manager, Head of Institutional | Confirmed Speaker Organization |
| EQT | Private markets / investment firm | Strong relevance to private markets sessions and LP/GP networking | eqtgroup.com | Partner, Head of Investor Relations, CIO, Managing Director | Confirmed Speaker Organization |
| Goldman Sachs Asset Management | Asset manager | Global institutional and wealth management exposure aligns directly with event audience | am.gs.com | Head of Distribution, CIO, Portfolio Manager, Business Development | Confirmed Speaker Organization |
| Insight Investment | Asset manager | Matches institutional allocation and manager selection audience | insightinvestment.com | Head of Institutional Sales, CIO, Portfolio Manager | Confirmed Speaker Organization |
| LGIM | Asset manager | Relevant to fund distribution, institutional asset allocation, and product strategy | lgim.com | Director of Distribution, CIO, Head of Product, Investment Director | Confirmed Speaker Organization |
| RBC BlueBay | Fixed income / asset manager | Relevant for public markets and institutional investment discussions | rbcbluebay.com | Portfolio Manager, CIO, Head of Institutional Sales | Confirmed Speaker Organization |
| Julius Baer | Private bank / wealth manager | Organizer specifically cites private banks and wealth managers among key attending groups | juliusbaer.com | CIO, Head of Investments, Head of Fund Selection, Relationship Manager | Confirmed Speaker Organization |
| Pictet Wealth Management | Private bank / wealth manager | Directly aligned with fund selector and asset owner audience | pictet.com | CIO, Investment Strategist, Head of Asset Allocation, Portfolio Manager | Confirmed Speaker Organization |
| UBP | Private bank / wealth manager | Highly relevant to private wealth and manager selection topics | ubp.com | Head of Investments, CIO, Private Banker, Fund Selector | Confirmed Speaker Organization |
| AP4 | Pension / asset owner | Asset owner perspective is central to the event’s LP and allocation content | ap4.se | CIO, Head of Alternatives, Portfolio Manager, Investment Strategist | Confirmed Speaker Organization |
| Coutts | Private bank / wealth manager | Private bank audience is explicitly highlighted by the organizer | coutts.com | Head of Investments, CIO, Relationship Director, Fund Selector | Confirmed Speaker Organization |
| Evelyn Partners | Wealth manager | Relevant to fund selection, wealth advice, and distribution channels | evelyn.com | Investment Director, Head of Platform, CIO, Portfolio Strategist | Confirmed Speaker Organization |
| FERI Trust | Wealth / asset manager | Relevant to portfolio construction and manager selection | feri.de | Head of Investments, CIO, Portfolio Manager | Confirmed Speaker Organization |
| Principal Global Investors | Asset manager | Relevant to institutional and wealth distribution conversations | principalglobal.com | Managing Director, Head of Distribution, CIO, Portfolio Manager | Confirmed Speaker Organization |
5. Job Profiles, Industries and Event Type
| Priority | Job Title / Function | Department | Seniority Level | Why This Role Matters |
|---|---|---|---|---|
| 1 | CIO / Chief Investment Officer | Investment | C-level | Owns portfolio strategy, manager selection, and major vendor decisions |
| 1 | CEO | Executive | C-level | Key for strategic partnerships, capital raising, and market positioning |
| 1 | COO / Head of Strategic Operations | Operations | C-level / VP | Influences operational platforms, workflow, and service provider choices |
| 1 | Head of Fund Selection / Manager Selection | Investment / Research | Director / VP | Primary gatekeeper for product approval and fund due diligence |
| 1 | Head of Distribution / Wholesale Sales | Sales / Distribution | Director / VP | Drives fundraising, channel strategy, and partner acquisition |
| 2 | Portfolio Manager | Investment | Manager / Director | Influences strategy selection and product usage |
| 2 | Head of Institutional / Private Wealth | Client Coverage | Director / VP | Manages relationships with high-value clients and allocators |
| 2 | Investment Strategist | Research / Investment Strategy | Senior Manager / Director | Shapes asset allocation and thematic positioning |
| 2 | Head of Product / Product Manager | Product | Manager / Director | Relevant for launching new investment products and market services |
| 2 | Head of Investor Relations | Investor Relations | Director / VP | Key for LP outreach, fundraising support, and stakeholder communication |
| Priority | Apollo Industry | Why It Fits the Event | Best Buyer Use Case |
|---|---|---|---|
| 1 | Financial Services | Core industry for wealth, asset management, and investment decision makers | Fund distribution, investment platforms, research, and relationship management |
| 1 | Investment Management | Directly aligned with fund selectors, managers, and allocators | Manager selection, asset allocation, due diligence, and portfolio services |
| 1 | Banking | Private banks and wealth managers are core attendee segments | Private banking platforms, client onboarding, and investment advisory tools |
| 1 | Venture Capital & Private Equity | Private markets content is explicitly featured by the organizer | LP fundraising, deal sourcing, and private market portfolio tooling |
| 2 | Management Consulting | Advisory firms support strategy, operating models, and distribution change | Consulting, transformation, and strategic advisory services |
| 2 | Information Technology & Services | Event content includes strategic operations and digital enablement themes | CRM, reporting, workflow automation, data platforms, and AI tools |
| 2 | Information Services | Research and market intelligence are important to attendees | Data, analytics, benchmarking, and intelligence subscriptions |
| 2 | Marketing & Advertising | Relevant for distribution, brand, and investor communication use cases | Investor marketing, content, and demand generation |
| 3 | Computer Software | Many attendees buy workflow, analytics, client reporting, and automation software | SaaS for wealthtech, reporting, and operational efficiency |
| 3 | Internet | Digital platforms and online distribution are increasingly relevant | Digital engagement, platforms, portals, and client experience tools |
| 3 | Education Management | Event includes learning, insights, and knowledge exchange | Professional education, certification, and executive training |
| 3 | Events Services | Relevant for sponsorship, attendee acquisition, and event partnerships | Conference services, networking tools, and event tech |
6. Estimated Attendance
| Metric | Figure | Status | Source / Basis | Notes |
|---|---|---|---|---|
| Estimated total footfall | 1,500+ senior decision makers | Confirmed by organizer messaging as a published claim | Official event website meta description and page copy | This is an organizer-published audience statement, not an independently audited count |
| Asset and wealth managers | 500+ | Confirmed by organizer messaging | Official event website meta description | Directionally useful for buyer profiling |
| Fund buyers and asset owners | 500+ | Confirmed by organizer messaging | Official event website meta description and VIP community copy | Strong signal for B2B attendee list value |
| Speaker count | 300+ | Confirmed by organizer messaging | Official event website copy | Speaker roster supports ABM and account research |
| Meeting volume | 22,000+ meetings | Historical / prior-year evidence | Official event website 2026 attendance summary | Indicates strong networking density and list-building potential |
| Exhibitor count | Not publicly confirmed | Unavailable | Not stated in the provided official text | Attendance figure not publicly confirmed by the organizer beyond published audience claims |
7. Key Focus Areas and Buyer Engagement
| Focus Area | Typical Buyer Need | Buyer Engagement Opportunity | Relevant Supplier Offering |
|---|---|---|---|
| Fund selection | Need to identify high-performing managers and strategies | Target due diligence and manager evaluation stakeholders | Research, analytics, benchmarking, and screening platforms |
| Asset allocation | Need for portfolio construction and risk balancing | Engage CIOs and investment strategists | Portfolio analytics, scenario tools, and market intelligence |
| Private markets | Need access to infrastructure, secondaries, and evergreen solutions | Connect with LPs, GPs, and allocators seeking product differentiation | Private market data, fund administration, portfolio monitoring |
| Distribution and fundraising | Need to broaden channels and win mandates | Target heads of distribution, IR, and channel sales | CRM, sales enablement, lead intelligence, content platforms |
| Strategic operations | Need better workflows, reporting, and process efficiency | Engage COO and operations leaders | Automation, data integration, workflow and compliance software |
| Investor education and thought leadership | Need market insights and portfolio education | Target training, research, and advisory buyers | Education, publishing, research, and events services |
Lead Quality Assessment
| Factor | Assessment | Explanation |
|---|---|---|
| Buyer relevance | Very High | The attendee base is centered on fund selectors, allocators, asset owners, and senior investment decision makers |
| Decision-maker availability | Very High | Organizer messaging emphasizes CEOs, CIOs, COOs, and heads of distribution/selection |
| Data collection potential | High | Strong attendee targeting potential through sponsor content, speaker lists, app/networking tools, and event programming |
| Apollo targeting potential | Very High | Excellent fit for Apollo searches across financial services, banking, investment management, and private wealth titles |
| Geographic targeting potential | High | Strong targeting across Europe, UK, Switzerland, Middle East, and global wealth hubs |
| Best outreach approach | High-touch ABM | Personalized outreach to investment leaders, allocators, and distribution executives will outperform generic list blasting |
| Overall lead quality | Very High | Premium buyer density, strong networking, and high-value deal environment |
| Best use case | B2B attendee list building and targeted account outreach | Highly suitable for lead generation, sponsorship targeting, attendee sales, and relationship-based prospecting |
| Limitations / risks | No full current-year attendee list publicly verified in the provided text | Need to rely on organizer-published participation claims, speaker examples, and prior-year evidence for prospecting |
Apollo.io Targeting Recommendation
| Filter Type | Recommended Filters | Purpose |
|---|---|---|
| Apollo industries | Financial Services, Investment Management, Banking, Venture Capital & Private Equity, Management Consulting, Information Technology & Services, Information Services, Computer Software, Education Management, Events Services | Maximize relevance to allocator, manager, and vendor audiences |
| Departments | Investment, Executive, Operations, Sales, Business Development, Product, Research, Investor Relations | Reach decision makers and influential evaluators |
| Seniority | C-level, VP, Director, Head, Partner, Managing Director | Prioritize senior decision makers with budget authority |
| Job titles | CIO, CEO, COO, Head of Fund Selection, Head of Distribution, Head of Product, Portfolio Manager, Investment Strategist, Head of Investor Relations, Head of Alternatives | Target the most commercially valuable buyer titles |
| Geography | Monaco, France, United Kingdom, Switzerland, Germany, Italy, Luxembourg, Netherlands, UAE, United States, Singapore | Align with global wealth and asset management hubs |
| Employee size | 51–200, 201–500, 501–1,000, 1,001–5,000, 5,001+ | Covers boutique managers through large global institutions |
| Keywords | wealth management, asset management, fund selection, fund allocation, private markets, alternatives, institutional investors, distribution, manager selection, portfolio construction | Sharpen relevance for event-aligned accounts |
| Company type | Public companies, private companies, institutional financial firms, asset owners, private banks | Focus on organizations with buying authority and relevant mandates |
Suggested Apollo Search Logic: (wealth management OR asset management OR private bank OR fund selector OR asset owner OR institutional allocator OR alternatives) AND (CIO OR CEO OR COO OR “Head of Distribution” OR “Head of Fund Selection” OR “Portfolio Manager” OR “Investment Strategist” OR “Head of Investor Relations”)
Client Fit Review Required
Please share the client website or product/service details. I will review the client offering and identify the highest-fit buyer companies, Apollo industries, seniority levels, departments, and job titles from this event.
Sources & Verification Notes
| Source | Type | What It Verified | Reliability |
|---|---|---|---|
| FundForum official event page | Official organizer source | Event name, dates, venue, city, country, audience positioning, attendee types, speaker examples, and attendance claims | Very High |
| Informa Connect | Organizer website | Organizer identity and division ownership | High |
| Grimaldi Forum Monaco | Venue website | Venue identification and location context | High |
| FundForum agenda page | Official agenda / program | Content themes, audience relevance, and event structure | High |
| FundForum speakers page | Official speaker directory | Speaker organization examples and seniority profile | High |
| FundForum attendees page | Official attendee information page | Attendance positioning, VIP community, and attendee profile definitions | High |
| Why sponsor page | Official sponsor prospectus page | Commercial positioning and buyer relevance for exhibitors/sponsors | High |
| FundForum news & articles | Official event insights / press content | Market positioning, speaker themes, and historical event evidence | High |
🎯 Selling to this event's audience? Get a free tailored buyer list
Tell us your work email and our AI instantly builds a buyer list matched to Fund Forum Monaco — the best‑fit companies to target, the exact decision‑maker job titles, and the industry filters that fit what you sell.
🔒 Get my buyer details Free · ~20 seconds