Wealth Investment Exchange

3/31/2019 Pasadena, CA

Register now!
130 days to go
March 31, 2019
Duration: 4 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 $450M 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.

Join us for both two or more of our 2015 Wealth Investment Exchanges and attend two events at the discounted price of $17,000 for one representative. Act now as space is limited!


Individual Exchange Pricing:

  • $11,250 for two representatives including 3 nights' accommodations, all meals/receptions, ground transfers and table top appointment space
  • $8900 for one representative including 3 nights' accommodations, all meals/receptions, ground transfers and table top appointment space
  • 16 pre–qualified meetings with $150MM + wealth managers guaranteed
  • Unlimited networking opportunities
  • $400 per additional meeting (up to 24)
  • $23500 per additional representative. This includes accommodations, meals, receptions and ground transfers.
  • Directory of all participants


To qualify for participation at these exclusive events advisor attendees must currently manage $150M 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

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

Submit Application