Wealth Investment Exchange

5/19/2019 Pasadena, CA

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May 19, 2019
Duration: 3 Days

Maximize ROI through one-on-one meetings with the country's top RIAS at Wealth Investment Exchange.

"Six months of marketing in two days beats dozens of flights and hundreds of wasted hours in transit.” - Torray

Imagine an entirely new way to supercharge the time you spend at industry events - meeting with a hand-picked selection of the most successful RIAs in the country during one on one meetings that give you the perfect opportunity to introduce your products and services to advisors from every major US market.

Participating allocators have an average of $400M in AUM and are coming specifically to perform due diligence on Mutual Funds, SMAs, ETFs, REITs, Alternatives, commodities, global funds, US funds, income products, bonds, and other investment products across all asset classes.

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"The best way to market to the RIA community. The best approach yet!” - Wellesley Investment Advisors

Participating managers will have unlimited networking opportunities with some of the most successful wealth investment managers in the country and will meet, by appointment, with a select group of these allocators. Here, you can discuss your firm’s cutting-edge solutions with the prospects of your choice.

                                                             Act now as space is limited!


Individual Exchange Package:

  • Turn-key package (with 6ft. table):
  •  16 one-on-one appointments (with ability to
    purchase extra; up to 24 total)
  •  Luxury Hotel accommodations for two
  •  All scheduled meals & networking functions
  •  Full page listing in event directory
  •  Airport transfers in destination city

For pricing information call 770-576-2624


To qualify for participation at these exclusive events advisor attendees must currently manage $100MM or more in client assets and all sponsors will be thoroughly vetted to ensure a truly beneficial and reciprocal environment for all guests.

Think of it. Billions of dollars in investable assets waiting to meet you by appointment in a luxurious but highly focused business environment.

For more information

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

Submit Application