RIA reps, Investment Officers and Analysts – Condense months of research and due diligence into two days with a series of twenty minute, face-to-face meetings with portfolio managers from a variety of asset classes including ETFs, SMAs, commodities, Alternatives, REITs, global funds, mutual funds, income products, bonds and more.
This invitation-only, intimate, and highly focused event befits the world-class professionals who will join together to help you help your clients. To qualify for participation attendees must currently manage $150MM or more in client assets.
You select fund companies you'd like to meet with and they'll come prepared to answer your most pressing portfolio challenges.
"It was one of the most worthwhile events I have ever been to. I'm excited to begin implementing some of the new investment ideas that I took away from my meetings." - RCM Investments
As one of the select guests to attend the Wealth Investment Exchange you’ll join a privileged group of senior allocators and take part in networking with some of the most successful strategic thinkers and wealth managers in the country.
Attending advisors will meet with a hand-selected group of innovative portfolio managers from a variety of asset classes including: