Recorded June 29 & 30, 2022 

This is a must watch summit for
​RIAs

Family Offices
​IARs

​SESSION RECORDINGS

RISK MANAGEMENT TRACK

“Cyber Tsunami – 

Tactics and True Stories” 

InterWeb Insurance

TECH TRACK

“Unifying Paperwork Approvals 

from Multiple Sources”      

Forms Logic

ALTS TRACK

“Properly Handling 1031 Exchanges 

and DSTs in a Volatile Economy” 

Four Springs Capital Markets

AUM GROWTH TRACK

“A Systematic Tactical Approach to 

Beat the Market

ETF Concepts

FIDUCIARY TRACK

“Technology Today

Can Keep the SEC at Bay” 

RIA Compliance Technology

SUCCESSION PLANNING TRACK

“Executing

Acquisition and Succession” 

Live Oak Bank

PRACTICE MANAGEMENT TRACK

“The Complex Needs of Firms

During the Tech Evaluation Process” 

SS&C Black Diamond

PRACTICE MANAGEMENT TRACK

“Designing Client Experiences:

Best Practices for a post-Pandemic World” 

Blueleaf

ALTS TRACK

“Utilizing Preferred Investments 

for Income Solutions” 

Ashford Securities

RISK MANAGEMENT TRACK

“Empowering Financial Professionals: Making

Insurance Easy & Efficient for RIAs"

Financial Independence Group

FIDUCIARY TRACK

“Managing Portfolio Risk & Design

In a Complex Market” 

RiXtrema

AUM GROWTH TRACK

“Independent Sponsors and the Future of Lower

Middle Market Private Equity” 

Kingsbarn

TECH TRACK

“How to Make Financial Planning

a Breeze for You and Your Clients” 

RightCapital

ALTS TRACK

“Investing in Affordable Housing via 

Manufactured Housing Parks” 

Clear Sky Capital

​​SOLUTION SPONSORS

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