Changing the way RIAs source new investment products and strengthen relationships with Fund Managers

Wealth Investment Exchange is an entirely new way for financial advisors to vet products and network with peers - two days of due diligence with Fund Managers representing a wide variety of innovative financial products.

Register for our 2016 events below or contact Brian Morris at 203-202-9694 or bmorris@exchangeevents.com.

Spring May 22 - 25, 2016

The Four Seasons Resort

Scottsdale, AZ

Fall September 25-28, 2016

The Four Seasons Hotel

Austin, TX

Winter December 4 - 7, 2016

Eau Palm Beach

Palm Beach, FL

ADVISOR TESTIMONIALS

"This event has become our primary source of identifying funds and outside managers. It is a huge asset to our firm thanks to its efficiency."

"Excellent concept and execution!"

"Well organized and well done. An impressive group of RIAs along with dozens of quality fund managers."

"An incredible way to learn about a lot of fund strategies at once."

"The Wealth Investment Exchange provided the most time efficient process to get introduced to multiple asset managers that I have ever experienced. The spectrum of firms attending was terrific and provided me an opportunity to get initial exposure to many despite being in this business for 35 years!"

Fund Manager Testimonials

"I have been on the distribution side of this business for 17 years and never attended a more outstanding event.

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

"WIE is a great opportunity to have meaningful conversations with advisors and decision makers."

"An outstanding event!"

"Great use of time and solid value.

For more information please contact Brian Morris at 203-202-9694 or bmorris@exchangeevents.com