An excellent use of my time to be able to have dozens of face to face meetings with firms representing a diverse segemnt of products.Heller Wealth
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.
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"Efficent use of time. Able to be open to ideas I may normally discard due to lack of time & over demands for individual meetings."