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.
As a bonus, our keynote speaker will help you uncover your “StoryBrand” that will revolutionize how you describe your practice to clients, prospects, and referral sources.
This is an exclusive event with space is limited to just 20 RIAs and 15 alternative investment managers. Don’t miss out on this transformative opportunity. Register today!
Time & Location
June 18, 2:00 PM – June 20, 12:00 PM
IIDA IDEA Studio, 111 E Wacker Dr, Chicago, IL 60601