Finlocity



March 11, 2021 | 11 AM - 2 PM EST

The XCELLR8 Alts Investing Online Summit will provide an opportunity for RIAs, IBDs , Wealth Advisors, Trust Officers, and Family Offices to engage industry subject matter experts and thought leaders. Hear best-practices and learn about new solutions that can benefit your practice.     

Sponsored by

WHO SHOULD ATTEND?

RIAs

IBDs

Wealth Advisors

Trust Officers

Family Offices

Thursday, March 11, 2021

Summit Kick-Off  

11:00 AM EST 

    • Attendees Login to Main Session
    • Welcome from Finlocity
    • Summit Overview & Agenda Review

11:05 AM - 11:35 AM EST  (Presentation)  

"Digital Assets 2021"   

  • Presented by:

Mark Yusko

Founder & CIO

Morgan Creek Capital Management

Morgan Creek Digital Assets

5-Minute Intermission

Attendees Remain Online

11:40 AM - 12:10 PM EST  (Presentation

"Maintaining & Trading a Balanced Alts Portfolio"

  • Presented by:

Damon Deru

Chief Executive Officer

AdvisorPeak

5-Minute Intermission

Attendees Remain Online

12:15 PM - 12:45 PM EST  (Executive Interview) 

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

  • Presented by:

Cara Williams

Global Segment Leader: Family Offices, Financial Intermediaries  

Mercer

5-Minute Intermission

Attendees Remain Online

 12:50 PM -1:20 PM EST  (Presentation) 

"Oil & Gas...Where Will it Go Next?"

  • Presented by:

Josh Hill

Investor Relations

Mewbourne Oil Company

5-Minute Intermission

Attendees Remain Online

1:25 PM -2:00 PM EST  (Presentation

"Straight-thru Processing for Alts"

  • Presented by:

Rick Burgess

Chief Executive Officer

Forms Logic

Alts Investing Summit Adjourns

THANKS FOR JOINING US TODAY. SEE YOU NEXT TIME!

Summit Sponsors

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.