top of page
sample ria invitation
Hi <name>:
I wanted to let you know about an upcoming event called the XALT RIA Forum.
The XALT RIA Forum was created to help independently-owned Registered Investment Advisers onboard illiquid alternative investments in a meaningful and compliant manner. To accomplish this, their agenda is comprised of compliance-focused education sessions, peer round table discussions, and one-on-one meetings with alternative investment managers.
The event is bespoke with no more than 20 RIAs and 15 investment managers participating. Attending the XALT RIA Forum is complimentary for qualified RIAs and your travel expenses may be reimbursed. All details are at
When I learned about this event, I immediately thought of you. If it sounds like a wise investment of your time, you should consider registering as soon as possible as I suspect this event will fill up quickly. 
bottom of page