- Connect to people at this event
- Search for business matches
- Expand your business
October 22-25, 2018
Boca raton Resort & Club
Boca Raton, FL
CONNECTING ELITE WEALTH MANAGERS WITH THE INDUSTRY'S MOST INNOVATIVE SUPPLIERS
Wealth Investment Exchange is an entirely new way for financial allocators to vet products and network with peers - two days of due diligence with 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
- 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
- The event lasts for 2.5 days and three nights
- There is a one-to-one ratio between allocators and managers
- Both allocators and managers 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
- Manager accommodations are included in the cost of the appointment package
- Wealth allocators attend free – all expenses are paid including travel