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Semi-Annual Forum

January 27 - 29, 2020

Los Angeles, CA

The XALT RIA Semi-Annual Forum is our signature event that provides 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 RIA’s interests.

 

Space is limited to just 20 RIAs and 15 alternative investment managers. Don’t miss out on this opportunity to transform your practice. Register today!

Agenda
Monday, January 27, 2020
(All times in Pacific Time)

1:00 PM

XALT RIA Forum Registration Table Opens

Advisers: Check into your hotel, then come over to pick up your name badge and other registration materials.
Investment Managers: Attend our exclusive workshop on working with RIAs.

2:30 PM

Conference Begins. Welcome Remarks

3:00 PM

RIA Education Session 1

More information to come.

3:30 PM

Investment Manager Introductions - Session 1

Each Investment Manager will have 5 minutes at the podium to introduce themselves and their opportunity.

4:15 PM

Break

4:30 PM

Investment Manager Introductions - Session 2

Each Investment Manager will have 5 minutes at the podium to introduce themselves and their opportunity.

5:30 PM

Day 1 Closing Remarks

6:15 PM

Welcome Reception & Networking Mixer

Time to relax, enjoy some appetizers and drinks, and socialize with all the other participants. Network and make important business connections.
Tuesday, January 28, 2020

8:00 AM

Breakfast

9:00 AM

Keynote Speaker

More information to come.

10:50 AM

RIA Education Session 2

More information to come.

11:20 AM

Break

11:35 AM

One-On-One Meetings with Investment Managers

The conference changes gears from education to due diligence. Organized as 12-minute one-on-one meetings, RIAs will have an opportunity to meet each Investment Manager personally, get specific questions answered, and quickly determine whether further due diligence is warranted.

1:35 PM

Lunch

2:20 PM

RIA Education Session 3

More information to come.

2:50 PM

One-On-One Meetings with Investment Managers

The conference continues with another round of 12-minute one-on-one meetings with Investment Managers.

4:35 PM

Day 2 Closing Remarks

6:15 PM

Onsite Group Social Activity

More information to come.

6:15 PM

Day 2 Networking Mixer

Day 2 concludes with another Networking Mixer. Here is an RIA's chance to ask follow-up questions of Investment Managers and make any final connections.
Wednesday, January 29, 2020

8:00 AM

Breakfast

8:45 AM

RIA Education Session 4

More information to come.

9:15 AM

Closed-Door Review of Investment Managers

Day 3 concludes with a closed-door (e.g., no Investment Managers allowed in the room) Adviser-only review of all the Investment Managers who presented. This is an opportunity to share what each RIA has learned and listen to the perspectives of both peers and due diligence experts on these programs.

12:15 AM

XALT RIA Forum Concludes

Reaching LAX's terminal will take approximately 45 minutes (ride sharing cars are no longer allowed curbside drop off). Therefore, the earliest RIAs should plan on flying out is 1:45 PM Pacific Time.
 
participating companies
We'll have our list of participating companies published shortly.
If you're an Investment Manager that is interested in participating, please CLICK HERE >>
If you're a Service Provider that is interested in participating, please CLICK HERE>>
 
location
Conference Facility / Hotel:
Hotel Indigo
899 Francisco Street
Los Angeles, CA 90017
1/5
 
Travel details
Arriving by Car:
Parking related expenses may be reimbursable per our Attendance Terms.
Arriving by Plane:
Burbank Airport (BUR) is approximately 17 miles away. Los Angeles Airport (LAX) is approximately 20 miles away from downtown L.A. Please review our Attendance Terms. before registering to understand how to have your travel expenses reimbursed.
 
Register
Registering to attend an XALT Forum is a multi-step process. The first step is to complete our short questionnaire. Once we have your contact information, we will send you via email two forms that you will need to complete. The first is our Attendance Contract, which establishes a basis for your travel and accommodation reimbursement. The other is our Alternative Investments Attitudes Questionnaire, which captures how you think about alternative investments. We will also send you a separate email with a link to participate in our ongoing Alternative Investments Key Choice Drivers market research study, which collects data on which factors financial intermediaries prioritize when evaluating and selecting alternative investments.
To begin the registration application process, please click on the "Start Registration" button below: