Upcoming Events

How OZs Can Help Defer Your Client’s Taxes

Urban Catalyst Opportunity Zone Fund II, LLC

Here's what to expect: Learn about the Potential Tax Benefits of Opportunity Zones and Who Qualifies Overview of Urban Catalyst Meet Urban Catalyst CEO, Erik Hayden Fund I...

Family Office & Private Wealth Management Forum West 2021

Opal Group

Come and join Opal Financial Group's Annual Family Office & Private Wealth Management Forum - West. Known for the fastest growing population of newly...

ELITE Independent RIA & Family Office Global Leaders Conference

JABOY Productions

Independent RIAs and Family Offices with a minimum of $100 Million of AUM are invited to attend this exclusive conference designed to bring together an...

IPAConnect – Unlisted Closed End Funds (Interval and Tender Offer)

Institute for Portfolio Alternatives

Learn how unlisted closed end funds (interval and tender offer) are structured and how they contribute to a well-diversified portfolio. Considered an alternative investment,...

IPAForum: Diversity, Equity and Inclusion

Institute for Portfolio Alternative

The IPA supports industry initiatives to achieve diversity, equity, and inclusion throughout the PDI workforce. Join us to hear from people of diverse backgrounds, experiences, and...

Alternative Investing Summit 2021

Opal Group

The Alternative Investing Summit will bring together trustees and representatives of institutions as well as money managers and consultants to explore the roles of...