Wealth Investment Exchange Winter 2017

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  • Connect to people at this event
  • Search for business matches
  • Expand your business

december 3-6, 2017

Montage Palmetto Bluff

Bluffton, SC

 

 CONNECTING ELITE WEALTH MANAGERS WITH THE INDUSTRY'S MOST INNOVATIVE SUPPLIERS 

Wealth Investment Exchange is an entirely new way for financial advisors to vet products and network with peers - two days of due diligence with Fund Managers representing a wide variety of innovative financial products.

Lean in and be part of the conversation. Meet one-on-one and explore how their strategies can help you grow your client's assets. RIAs take part in a series of 16-20 twenty minute, face-to-face appointments with financial products suppliers they select to match their goals and strategies.

Wealth Investment Exchange is not affiliated with any funds, custodians or wholesalers. We are a private event management company bringing financial products suppliers and qualified RIAs together to conduct investment research and selection meetings.

 

WHO WILL ATTEND?

  • Advisors with $150MM or more under management
  • Wealth Managers
  • RIAs
  • Family Offices
  • SMB Plan Advisors
  • Retirement Specialists

 

WHO WILL SPONSOR?

  • Innovative product sponsors, B/Ds, Custodians
  • Mutual Funds and Stocks
  • Equities and Fixed Income Strategies
  • ETFs
  • TPAs

 

EVENT FORMAT:

  • The event lasts for 2.5 days and three nights
  • There is a one-to-one ratio between advisors and sponsors
  • Both advisors and sponsors are able to request and confirm up to 24 meetings
  • The schedule of appointments is completed prior to arrival to ensure maximum efficiency
  • There are unlimited networking opportunities throughout the event
  • Sponsor accommodations are included in the cost of the appointment package
  • Wealth advisors attend free – all expenses are paid including travel

 

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For more information please contact Brian Morris at 203-202-9694 or bmorris@exchangeevents.com