Venue
Borgata Hotel Casino & Spa
Borgata Hotel Casino & Spa, 1 Borgata Way, Atlantic City, NJ 08401, USA

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Event Date Tue May 2 ADT - Wed May 3 ADT (over 1 year ago)
In your timezone (EST): Mon May 1 11:00pm - Tue May 2 11:00pm
Location Borgata Hotel Casino & Spa
1 Borgata Way, Atlantic City, NJ 08401, USA
Region Americas
Details

This conference is the wealth management industry’s premier event for successful Registered Investment Advisors who want to learn more about how to surpass their firm’s goals via a merger or acquisition. This event is a high-end, invitation only “boutique” event free of charge for Founders, Principals, CIO’s and G2 Partners of top wealth management firms. Over 150 attendees will enjoy an action-packed agenda featuring top M&A experts, national RIA aggregators, cutting edge technology leaders, and notable keynote speakers. It is an agenda purposely-built for the decision makers at the most successful firms in America.

Speakers

2023 Speaker

KEYNOTE SPEAKER:

Howie Roseman
General Manager, Philadelphia Eagles