November 12th-14th 2019

Green Valley Ranch Resort Spa & Casino

Las Vegas, NV

Discussion Topics
The Format
Agenda
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The XCELLR8 Top RIA Forum will give CEOs, CIOs, Portfolio Managers, and the Heads of Investment Research 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 60+ high-performing investment professionals to discuss the challenges facing the industry, formulate new strategies, and learn about the latest investment and FinTech solutions.

+60
Top RIAs

2.5 Days 
of Industry Collaboration 

>10
​Solution Providers

The Format

Peer-to-Peer Roundtable Discussions

The TOP RIA FORUM brings together some of our industry’s best and brightest minds.  These interactive peer-to-peer moderated discussions provide an opportunity for a deeper dive into some of the most critical issues and opportunities facing our industry.  Share best-practices and learn what’s working for others to take your firm to the next level.  We’ll even carry over the discussion to Finlocity online to continue well beyond the TOP RIA FORUM.

Peer-to-Peer Roundtable Discussions last approximately 40-minutes each.

General Session Presentations

Each day of the TOP RIA FORUM will begin and end with a thought-provoking presentation by an industry leader.  Learn about exciting new solutions and opportunities provided by our Sponsors.  We limit the number of these sessions to leave adequate time for you to network with your peers.  General Session Presentations last approximately 30-minutes each.




iLike - PowerMatchSessions

We believe in good old-fashioned face-time for finding common ground to do business between our Attendees and Sponsors.  As an Attendee of the TOP RIA FORUM, you’ll be provided with a schedule of brief one-on-one meetings with select Sponsors.  To help ensure that your meetings are as beneficial as possible—we’ll apply our unique iLike™ matching methodology to capture your interests and facilitate meaningful introductions.  iLike - PowerMatch™ Sessions last approximately 20-mins. each.


RelationshipBuilderActivities

Sharing a once-in-a-lifetime experience with new friends that you make during our RelationshipBuilder™ Activities becomes the basis for new business relationships.

Whether your thing is acceleration, exhilaration or communing with the great outdoors, we’ve got you covered.  As an Attendee of the TOP RIA FORUM, you’ll get to choose from three unique experiences.  We promise that you’ll come away saying—”Wow…that was awesome!”  RelationshipBuilder™ Activities last approximately 3 ½ hours.

Location

Hotel Website

*Accommodations courtesy of Finlocity for qualified RIA attendees.

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