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
