The Q4 Top RIA Forum
The Q4 Top RIA Forum offers Registered Investment Advisors and Multi-Family Offices a unique platform to interact with each other, alongside solution providers from innovative investment institutions and wealth technology companies.
Over the course of 2.5 days, attendees can participate in engaging roundtable conversations, hear from inspiring keynote speakers, and enjoy personalized one-on-one meetings. The event also includes multiple networking opportunities, including two cocktail receptions.
Who Attends
Participating RIAs (PARTIAL LIST)
Agenda
1:00 PM - 5:00 PM
1:00 PM - 5:00 PM
2:00 PM - 4:00 PM
4:00 PM - 5:00 PM
6:00 PM - 7:30 PM
7:30 PM - 9:30 PM
7:00 AM - 8:00 AM
8:00 AM - 8:15 AM
8:15 AM - 8:45 AM
8:45 AM - 9:15 AM
9:20 AM - 10:05 AM
10:10 AM - 10:25 AM
10:30 AM - 11:15 AM
11:15 AM - 12:00 PM
12:00 PM - 1:15 PM
1:15 PM - 1:40 PM
1:45 PM - 2:30 PM
Peer-to-Peer
Executive Roundtables
2:35 PM - 3:20 PM
3:20 PM - 3:40 PM
3:40 PM - 4:25 PM
6:00 PM - 6:15 PM
6:30PM - 9:45 PM
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9:45 PM - 10:00 PM
7:00 AM - 8:30 AM
8:30 AM - 8:40 AM
8:45 AM - 9:25 AM
9:25 AM - 9:55 AM
10:00 AM - 10:15 AM
10:15 AM - 11:00 AM
11:00 AM - 11:45 AM
11:50 AM - 12:00 PM
The Format
![](/Q4_BD_2023_Powermatch_1.png)
PowerMatch™ Sessions
PowerMatch™ Sessions last approx. 20- minutes each and sponsors participate in multiple sessions. To help ensure that your meetings are as productive as possible—we’ll apply our unique iLike™ matching methodology to capture attendee interests and facilitate meaningful introductions.
For general inquiries:
Please reach out to contact@finlocity.com
For press-related inquiries:
Please reach out to contact@finlocity.com
For programming-related inquiries:
Please reach out to alan.giancaterino@finlocity.com
For sponsor/attendee-related inquiries:
Attendees/Delegates: ryan.metzler@finlocity.com
Sponsorship Opportunities: alan.giancaterino@finlocity.com or ryan.metzler@finlocity.com
Disclaimer: The Finlocity Q4 Top RIA Forum, website pages, and all associated content are solely intended for use by financial services professionals and solution providers. All other uses are prohibited without express written permission.