Events & Summits

Worth Summits are unique events that provide Worth Leading Wealth Advisors opportunities to engage, learn and network.

Power 100 Poker Tournament and Summit 2015

Who doesn’t love an evening of high-stakes games, great food and drink, and excellent company? The Worth Group’s first annual Power 100 Poker Invitational brought together 100 leading wealth advisors, business leaders and Worth partners for a night to remember. The tournament was what they call in soccer a “friendly”—there was no cash buy-in to participate, so the players competed for fun and bragging rights. And, full disclosure, some $200,000 in prizes from Audemars Piguet, Christophe Harbour, Graff Diamonds, Nashville Music City, Peninsula Hotels, Rolls-Royce and Windstar Cruises. Players who were knocked out of the game could buy back in at a cost of $1,000 a pop, with the money going to Impact Fairfield County, an organization that pools individuals and resources to have a greater philanthropic impact than they could have on their own. While the players competed, other guests engaged with partners such as Graff, which brought several display cases of its stunning diamond jewelry, and Audemars Piguet, which had master watchmaker Gary Cruz on hand to actually assemble one of the brand’s renowned timepieces. Guests were, quite literally, present at the creation.

Given that the Greenwich summit was celebrating the publication of Worth’s sixth annual Power 100—yes, that was Pope Francis at No. 1—it only seemed appropriate to assemble, for Monday’s “Think” portion of the event, some of the most powerful people in finance, both in the audience and at the podium. The wealth advisors on hand collectively manage some $250 billion, while the speakers were boldface names: keynoter David Rubenstein, CEO of the Carlyle Group; Beats by Dr. Dre chief marketing officer Omar Johnson; Ron Fiamma, global head of private collections at AIG’s Private Client Group; HighTower founder and CEO Elliot Weissbluth; and life and business strategist Tony Robbins. Topics ranged from physical health to financial health to the value of a life well-lived; as Robbins put it, “Do more for others—it’s the only competive advantage that lasts.” That theme was echoed by David Rubinstein, who spoke about his support of American icons such as the rebuilding of the Washington Monument and Thomas Jefferson’s home, Monticello—and was, in turn, presented with a one-of-a-kind American flag crafted from American hardwoods by Maine furniture maker Thos. Moser.

Conversations with Worth

Conversations with Worth is an intimate dinner series where a group of extraordinary individuals participates in a lightly moderated discussion with a Worth executive and a thought leader. Conversations with Worth provides opportunities for members of the Worth family to engage in stimulating, behind-the-scenes discussions on topics ranging from professional sports to the upcoming election, from emerging technologies to ancient art. Our list of acclaimed speakers include documentarian Ken Burns, real estate developer and Napa Valley resort owner Bill Harlan 

Sports Summit

The Worth Sports Summit and Worth’s February/March issue on the business of sports will be followed by ongoing sports coverage on both and through the company’s syndication partners. Prior to the Summit, members of Worth’s sports advisory committee, speakers and sponsors gathered for an intimate dinner at the Baccarat Hotel New York on Tuesday evening.

On Wednesday morning, March 23, at the Lotte New York Palace, Worth guest editor and super agent David Falk—best known as Michael Jordan’s agent and for his profound influence on the sports industrykicked off the day by discussing some of the themes of Worth’s sports issue: the global expansion of sports, the impact of technology on the sports experience and opportunities for investing in the sports world. Other industry leaders—Mark Lazarus, chairman of NBC Sports Group, and NBA deputy commissioner and COO Mark Tatum—bookended the day and elaborated on those trending sports themes. Speakers on the ownership panel included Milwaukee Bucks co-owner Marc Lasry; Boston Celtics managing partner Stephen Pagliuca; commercial commissioner of the 35th America’s Cup and long time sports business leader Harvey W. Schiller and vice chairman of Monumental Sports & Entertainment Raul FernandezA showcase of technology and innovation included executive chairman of NextVR Brad Allen; CEO of Omegawave Gerard Bruen; founder and chairman of Mobile FutureWorks Thomas Zilliacus; president of Radian Labs Scott Weller and CEO of ElMindA Ronen Gadot with NFL Hall of Famer Curtis MartinRick Dudley and Simon Wardle of Octagon Worldwide shared market research on the passion that fans display and Will Funk, SVP of Turner Sports, talked about Turner’s investments in up-and-coming “millennial sports” such as e-gaming.

A panel on the future of women’s sports elicited spirited commentary from Monumental Sports & Entertainment vice chairman Sheila Johnson; Big East Conference commissioner Val Ackerman; soccer legend Briana Scurry and National Women’s Hockey League founder Dani RylanJeremy Kroll, CEO, president and cofounder of K2 Intelligence, addressed the security risks involved in hosting and attending sports events and the general safety issues the sports business faces today. The most moving talk of the day came from Daniel Riley, a U.S. Marine who lost his legs after stepping on a mine while serving in Afghanistan and, with the help of the Challenged Athletes Foundation, returned to health by learning to ski and surf.

Following the program, Worth Group and event sponsors hosted a cocktail reception in the Gold Room and courtyard where a Porsche 911 was on display. Hugo Boss provided cigars, NextVR demonstrated its latest virtual reality technology and Sea Island—the premier luxury golf resort in Georgia—awarded a trip to one lucky guest. All told, more than 100 guests—leading wealth advisors, general managers and team owners, private investors—attended.

Partners for the event included AIG Private Client Group, SunTrust, Wheels Up, Porsche and Hugo Boss.