Global Exchange Events Effort Group LLC - Wealth Investment Exchange 2019

Wealth Investment Exchange —
Facilitating due diligence meetings since 2013!

RIAs and Family Officies—join us for an entirely new way to vet products and network with your peers—through two days of due diligence with Fund Managers representing a wide variety of innovative financial products.

Meet one-on-one with 16-20 different investment managers to explore strategies that can help grow your client's assets. Attendees take part in a series of 20-minute conversations with funds that match their investment goals and strategies.

Download Our
Allocator Information Packet

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Lean in and be part of the conversation.

Event Calendar

2019 Event Calendar

March 31–April 2, 2019 Langham in Pasadena, CA Learn More
September 15–17, 2019 Belmond Charleston Place in Charleston, SC Learn More
November 17–19, 2019 Turnberry Isle in Aventura, FL Learn More

Watch the Wealth Investment Exchange in Action!

Why attend the Wealth Investment Exchange?

Direct access to portfolio managers from many of the most innovative funds on the market
No wasted time—appointments are pre-set with only the funds you want to meet
No blanket pitches—portfolio managers focus on addressing your individual needs and customizing a proposal and pricing to fit your goals and strategies
The best networking in the industry
No cost—qualified RIAs attend at absolutely no cost for participation, lodging, scheduled meals, or travel

Space is extremely limited—attendance at each Wealth Exchange is kept low to maximize ROI for all participants.

The Wealth Investment Exchange Format

Wealth Investment Exchange is a 2 day event that takes place at a luxury resort
Advisors take part in 16–24 meetings, with the portfolio managers of their choice
Each meeting lasts 20 minutes for an exploratory conversation on the strategies presented
Appointment-setting with funds takes place before the event
Networking, cocktail parties, and most meals are included in participation

"Efficent use of time. Able to be open to ideas I may normally discard due to lack of time & over demands for individual meetings."

-Sound Financial Management

Need more information? Dowload our 2019 Allocator Information Packet by entering your email or contact the Wealth Group sales team directly at 203-202-2576