XALT RIA Forum 2019 | Aliso Advisors | 18 June 2019 | International Interior Design Association, 111 E Wacker Dr Suite 222, Chicago, IL 60601, USA
Venue
International Interior Design Association
International Interior Design Association, 111 E Wacker Dr Suite 222, Chicago, IL 60601, USA
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| Event Date |
Tue Jun 18 CDT - Thu Jun 20 CDT (over 5 years ago)
In your timezone (EST): Tue Jun 18 1:00pm - Thu Jun 20 1:00pm |
| Location |
International Interior Design Association
111 E Wacker Dr Suite 222, Chicago, IL 60601, USA |
Details
An Alternative Investment Education Workshop & Due Diligence Forum
Bridging The Gap Between Registered Investment Advisers & Alternative Investment Managers
Why Attend?
Become an Alternative Investment Expert
The XALT RIA Forum is a one-of-a-kind event that provides Registered Investment Advisers with practical education, peer collaboration, and access to best-in-class alternative investment managers.
Designed as one-part an immersive compliance and practice management workshop and one-part one-on-one meetings with “RIA friendly” alternative investment managers, attending the XALT RIA Forum will enable you to:
• Learn from subject matter experts RIA-specific regulatory requirements related to on-boarding alternative investments, including investor suitability, transactional, and billing best practices.
• Network and idea share with like-minded RIAs on the "real world" challenges and opportunities that comes with incorporating a meaningful allocation to alternative investments.
• Meet alternative investment managers that have been pre-qualified on their ability to serve RIA’s interests.
Speakers
2019 Speaker
Donald Miller
StoryBrand
Sponsors & Partners
2019 Sponsors
SPONSORS:
• Aliso Advisors
• LINK Alts
MEDIA SPONSORS:
• RealAssets Adviser
• Direct Investment Industry News
• Self-Directed IRA Custodian
• Due Diligence Experts
DIRECT INVESTMENT RESEARCH PARTNER:
• Blue Vault
ALTERNATIVE INVESTMENT RESEARCH PARTNER:
• AI Insight