Wealth Investment Exchange

9/15/2019 Charleston, SC


Register now!
359 days to go
September 15, 2019
Duration: 4 Days
Charleston, SC, United States
Belmond Charleston Place

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

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

 

Venue

The Belmond Charleston Place
205 Meeting St, Charleston, SC 29401