“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.