Wealth Investment Exchange December 2018

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

december 9-12, 2018

belmond charleston place

Charleston, SC


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.



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



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



  • 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



For more information contact:
Company name A-L: Stefano Ghigliazza at 203-202-2576 or sghigliazza@exchangeevents.com
Company name M-Z: Tim Manko at 203-202-2576 or tmanko@exchangeevents.com