March 24th-26th2020

Las Vegas, NV

Agenda
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Discussion Topics
Attendees

The XCELLR8 Top RIA Forum will give CEOs, CIOs, Portfolio Managers, Top Wealth Advisors at RIAs and Family Offices, the opportunity to meet and build relationships with their peers in a unique format. This exclusive gathering, held in a relaxed, yet focused business environment will bring together 65+ high-performing investment professionals to discuss the challenges facing the industry, formulate new strategies, and learn about the latest investment and FinTech solutions.

Thought Leadership

Larry Fisher III

President of Family Wealth

Chevy Chase Trust

Bridget Grimes, CFP

Founder & President

WealthChoice

Jeffrey Philips

Chief Investment Officer

Rehmann Financial

Katie Burke, CFP

Founder & President

Method Financial Planning

Ed Friedman

National Director, PM

Dynasty Financial Partners

Justin Pawl

Chief Investment Officer

Covenant

Sponsors

Hotel Website

*Accommodations courtesy of Finlocity for qualified RIA attendees.

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