Wealth Investment Exchange

5/19/2019 Pasadena, CA

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May 19, 2019
Duration: 3 Days

Testimonials from past Wealth events


“A direct uninterrupted approach to gathering intelligence from diverse group of fund providers serving the investment advisors.” – Portfolio Strategist, Strategic Advisors

“This was a very good use of time. I’m appreciative of the opportunity to discuss potential solutions for our clients’ needs that I typically don’t have time to access & consider.” – Senior Vice President, Meridian Wealth Management, LLC

“A great event for establishing meaningful relationships and contacts in a comfortable relaxed environment.” – Partner, Park Miller, LLC

“Great opportunity to meet 1st tier product suppliers and Asset managers.” – CCO and Head Equity Trader/Analyst,  KCM Investment Advisors

“I found the intimate nature of the exchange to be a great environment to meet new investment managers with plenty of opportunity to identify a good fit” – Managing Director, NS Capital 

“A very worthwhile forum for meeting managers with which I was unfamiliar in a relaxed atmosphere which facilitated in-depth discussion.” – COO, Cooper Family Office

"Great format – surprisingly good results." - CEO, Summit Wealth Partners

"Positive experience overall. Good format with very manageable number of attendees.” - Research Director, Edge Capital

"WIE is an excellent concept and a great opportunity to meet vendors that one may not otherwise consider.”- Principal, Hopkins Investment Management

"Well organized and well done. An impressive group of RIAs along with dozens of quality fund managers. It was an efficient and effective use of my time. Really like the structure.”- Partner/CFA, Evergreen Advisors

"Very well run. The timing for each meeting was perfect.” - CIO, Thor Investment Management

"An excellent use of my time to be able to have dozens of face to face meetings with firms representing a diverse segment of products.” - Portfolio Manager, Heller Wealth



“Great for lead generation in an efficient and pleasant environment” – Duff & Phelps Investment Management

“Efficient way for investment management firms and RIA firms to focus and interact due to excellent scheduling and selectional invitations of WIE”  – Hancock Horizon

"Great format for meeting new advisors. The networking opportunities provided an excellent way to meet on a more personal level.” - BMO

"WIE is a really good opportunity to have meaningful conversations with advisors and decision makers.” - Oppenheimer

"The WIE is a really innovative concept that brings together independent investment advisors and asset management firms.” - Guinness Atkinson