- Connect to people at this event
- Search for business matches
- Expand your business
december 9-12, 2018
belmond charleston place
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