Finlocity

Online Summit Recordings

The XCELLR8 Alts Investing Online Summit provided an opportunity for RIAs, IBDs , Wealth Advisors, Trust Officers, and Family Offices to engage industry subject matter experts and thought leaders. 

Sponsored by

WATCH

PRESENTATION 

"Digital Assets 2021”  

Mark Yusko

Founder & CIO

Morgan Creek Capital Management

Morgan Creek Digital Assets

WATCH

PRESENTATION

"Maintaining & Trading a Balanced Alts Portfolio"

Damon Deru

Chief Executive Officer

AdvisorPeak

WATCH

EXECUTIVE INTERVIEW

“Making the Case for Alts in Today's Market” 

Cara Williams

Global Segment Leader: Family Offices, Financial Intermediaries 

Mercer

WATCH

PRESENTATION

"Oil & Gas...Where Will it Go Next?" 

Gary Stair

Manager of Investor Services

Mewbourne Oil Company

WATCH

PRESENTATION

"Straight-through Processing for Alts"

Rick Burgess

Chief Executive Officer

Forms Logic

​Sponsors

Market Insights

VideoVault
Upcoming Summits
Contact Us

Disclosure The opinions expressed on the  online summit are not meant as investment advice or to predict or project the future performance of any investment product. The opinions are current through the date of the event, are subject to change at any time based on market and other current conditions, and no forecasts can be guaranteed. This is being provided as a general source of information and is not intended as a recommendation to purchase, sell, or hold any specific security or to engage in any investment strategy. Investment decisions should always be made based on an investor’s specific objectives, financial needs, risk tolerance and time horizon.