Wealth Investment Exchange

5/19/2019 Pasadena, CA


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May 19, 2019
Duration: 3 Days

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.

For more information

Stefano Ghigliazza, Event Manager at 770-576-2624 or sghigliazza@exchangeevents.com

 

Venue

The Langham Huntington, Pasadena, Los Angeles
1401 S Oak Knoll Ave, Pasadena, CA 91106, USA