DIS | Finance & Wealth Strategy Night
An exclusive evening focused on the future of finance, private capital, and high-net-worth strategy. This event brings together wealth managers, fund executives, fintech founders, and elite professionals to explore how to protect, grow, and transfer wealth in a rapidly evolving economic climate.
Date: Thursday, September 16, 2025
Time: 6:00 PM - 9:30 PM
Location: Fairmont Pacific Rim, Vancouver
Event concept: Speaker, Panel, DEC, Networking
This private event is for professionals and decision-makers looking to connect, collaborate, and grow within the finance industry.
Ideal Audience & Attendees
Estate & Tax Planning Experts
Private Equity Partners
Business Succession Consultants
Digital Asset & Crypto Advisors
Investment Analysts
REIT & Real Asset Managers
Risk & Compliance Officers
Legal Advisors (Finance Focused)
High-Net-Worth Individuals (HNWIs)
Corporate Development Leads
Wealth Managers
Financial Advisors
Private Bankers
Family Office Executives
High-Income Professionals
Fund Managers
Portfolio Strategists
Venture Capitalists
Fintech Founders
CFOs & Finance Directors
FEATURED KEYNOTE SPEAKERS:
Alicia Grant
Managing Director /
Grant & Lowell Capital
Alicia has 18+ years in private wealth management, overseeing $1.2B in assets. She specializes in legacy-focused portfolios and tax-efficient retirement planning.
Topic: “Smart Wealth Planning for Multi-Generational Growth” — Strategies to build resilient portfolios that support long-term financial freedom.
Marcus Goldberg
Founder & CEO /
NovaEdge Fintech
Marcus is a fintech founder and ex-Wall Street analyst. His platform, NovaEdge, helps mid-tier firms access alternative investments through AI-driven tools.
Topic: “The Rise of Alternative Investments in a Digital World” — Exploring how technology is reshaping private market access
Tanya De La Cruz
Senior Advisor /
Sovereign Wealth Group
Tanya advises family offices and sovereign funds on private credit, real estate securities, and ESG investments.
Topic: “Sustainable Capital & ESG Strategy” — How values-driven investing is shaping the future of wealth.
Ethan Chowdhury
Head of Strategy /
ClarityVest
Ethan blends tech and finance to lead strategy at ClarityVest, a firm combining algorithmic investing with human insight for high-net-worth clients.
Topic: “Tech-Driven Strategy for Modern Portfolios” — How data and AI are reshaping wealth management.
SPECIAL INDUSTRY PANEL:
Alicia Grant
Managing Director /
Grant & Lowell Capital
Alicia has 18+ years in private wealth management, overseeing $1.2B in assets. She specializes in legacy-focused portfolios and tax-efficient retirement planning.
Marcus Goldberg
Founder & CEO /
NovaEdge Fintech
Marcus is a fintech founder and ex-Wall Street analyst. His platform, NovaEdge, helps mid-tier firms access alternative investments through AI-driven tools.
Tanya De La Cruz
Senior Advisor /
Sovereign Wealth Group
Tanya advises family offices and sovereign funds on private credit, real estate securities, and ESG investments.
Ethan Chowdhury
Head of Strategy /
ClarityVest
Ethan blends tech and finance to lead strategy at ClarityVest, a firm combining algorithmic investing with human insight for high-net-worth clients.
Jasmine Leclair
Director of Strategy /
BlueRock Capital
Jasmine brings 10+ years of experience in finance and tech, helping clients navigate digital assets, market trends, and long-term investment growth.
DALEROS EXPERT CIRCLE (DEC) - X, 2025 (X)
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Hear from Our DALEROS Community
Why Join the DALEROS EVENTS?
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Meet entrepreneurs, executives, investors, and creatives from diverse sectors—sparking unexpected collaborations and partnerships.
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Hear directly from experts and pioneers shaping the future of trade, real estate, technology, and beyond.
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Position yourself or your company in front of engaged, decision-making audiences who are actively looking to connect and collaborate.
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Every guest list is designed for synergy—so you’re surrounded by the right people, not random crowds.
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Our events are hosted in beautiful venues with quality production, ambiance, and hospitality to make every interaction memorable.
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Gain access to individuals who can fund, support, or amplify your growth—across startup, corporate, and capital markets.
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From new projects to rising industries, DIS events put you at the front of what’s next in your field.
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Speak, host, or simply stand out—our events are built to highlight your voice, vision, and brand presence.
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More than a one-time event—DALEROS is a growing ecosystem of professionals serious about success.
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Enjoy intimate environments that allow deeper dialogue and real strategic alignment—not just surface-level networking.
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🔒 Important Notice
This is a private, curated event by DALEROS EVENTS and DALEROS DIGITAL. All ticket registrations are subject to review and approval.
We reserve the right to deny or refund registrations due to incomplete info, conflict of interest, affiliation with competing organizations, or past conduct at our events.
No walk-ins allowed — entry is limited to pre-approved guests.
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