XALT RIA Forums are for financial professionals only.

No part should be construed as an endorsement by the IRS, SEC, FINRA, or any regulatory body.

© 2019 by Aliso Advisors. All Rights Reserved.

Next Event Starts in:

Aliso Advisors Presents

XALT RIA Forums

alternative investment

compliance education &

due diligence

Bridging The Gap Between Registered Investment Advisers & Alternative Investment Managers

Next Events:

  • January 27-29, 2020, Los Angeles: Semi-Annual Forum

  • 2Q 2020, San Francisco: Tax Alpha One-Day Conference

  • 3Q 2020, Denver: Semi-Annual Forum

 
why attend

Become an Alternative Investment Expert

XALT RIA Forums are one-of-a-kind events that provide Registered Investment Advisers with practical education, peer collaboration, and access to best-in-class alternative investment managers.

XALT RIA Forums combine immersive compliance and practice management workshops with short-duration one-on-one meetings with “RIA friendly” alternative investment managers. RIAs that attend will:

  • Learn from subject matter experts RIA-specific regulatory requirements related to on-boarding alternative investments, including investor suitability, transactional, and billing best practices.

  • Network and idea share with like-minded RIAs on the "real world" challenges and opportunities that come with incorporating a meaningful allocation to alternative investments.

  • Meet alternative investment managers that have been pre-qualified on their ability to serve an RIA’s interests.

Each XALT RIA Forum is a bespoke event with space limited to just 20 RIAs and 15 alternative investment managers. Don’t miss out on this opportunity to transform your practice. Register today!

Not sure if attending is appropriate for you? Take our 5-question self-assessment quiz and determine if your practice (and your clients) might benefit.

TAKE THE QUIZ >>

 
 
Upcoming events

January 27-29, 2020

Semi-Annual Forum

 

Los Angeles

2nd Quarter, 2020

One-Day Tax Alpha Conference

San Francisco

3rd Quarter, 2020

Semi-Annual Forum

Denver

 
how to attend

Attending an

XALT Forum is complimentary for qualified Registered Investment Advisers and travel and accommodations may be reimbursed. Before registering, please review our attendance terms for more information.

Registered Investment Advisers

Investment Managers

Each XALT RIA Forum is regionally-focused and bespoke in nature. For our Semi-Annual Forums, we only allow up to 15 Investment Managers. For our one-day conferences, we only allow up to 8 Investment Managers.

Each XALT RIA Forum has room for a handful of high-quality service providers. In addition to recognition in conference materials, you are welcome to participate in all conference events, including social activities.

Service

Providers

contact us