“Wonderful conference!  In my 27 years as an investment professional I have never been to a more effective, efficient or productive event.  I will definitely be back”

   — Managing Partner, $1 Billion AUM Arizona RIA

 

“Great event… time well spent”

    – Partner, $900 Million AUM California RIA

 

“Great one-on-one advisor meetings, fantastic venue, every detail managed smoothly… a worthwhile endeavor”

     – Head of Business Development, $125 Billion Fund Manager

 

 “Excellent speakers, and the one-on-one meetings were very productive.  I walked away with new actionable investment ideas”

     – Partner, $5 Billion AUM National RIA

 

 “Very productive, a positive experience, and a lot of fun!”

     – Partner, $300 Million AUM California RIA

 

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References available upon request.