June 29 & 30, 2022 | Program: 11:00 AM - 3:00 PM EDT
This is a must attend online event for
RIAs
Family Offices
IARs
The 3rd Annual XCELLR8 RIA & WealthTech Online Summit will provide an opportunity for Registered Investment Advisors, Family Offices, and Hybrid Broker/Dealers to conveniently watch presentations from subject matter experts providing valuable insights while showcasing exciting technology solutions designed for the Financial Services marketplace.
Solution Sponsors
Previous Attendees Include
Agenda
10:45 AM EDT
11:00 AM
11:30 AM
11:35AM
12:05 PM
12:10 PM
12:40 PM
12:45 PM
1:15 PM
1:20 PM
1:50 PM
1:55 PM
2:25PM
2:30 PM
3:00 PM
WEDNESDAY, JUNE 29. 2022
Summit Day 1 Open
Attendees Login to Session
Welcome from Finlocity
RISK MANAGEMENT TRACK
“Cyber Tsunami –
Tactics and True Stories”
InterWeb Insurance
5-Minute Intermission
Attendees Remain Online
TECH TRACK
“Unifying Paperwork Approvals
from Multiple Sources”
Forms Logic
5-Minute Intermission
Attendees Remain Online
ALTS TRACK
“Properly Handling 1031 Exchanges
and DSTs in a Volatile Economy”
Four Springs Capital Markets
5-Minute Intermission
Attendees Remain Online
AUM GROWTH TRACK
“A Systematic Tactical Approach to
Beat the Market"
ETF Concepts
5-Minute Intermission
Attendees Remain Online
FIDUCIARY TRACK
“Technology Today
Can Keep the SEC at Bay”
RIA Compliance Technology
5-Minute Intermission
Attendees Remain Online
SUCCESSION PLANNING TRACK
“Executing
Acquisition and Succession”
Live Oak Bank
5-Minute Intermission
Attendees Remain Online
PRACTICE MANAGEMENT TRACK
“The Complex Needs of Firms
During the Tech Evaluation Process”
SS&C Black Diamond
Prize Drawings
Attendees Remain Online
Day 1 Summit Adjourns
THANKS FOR JOING US TODAY.
SEE YOU TOMORROW!
THURSDAY, JUNE 30, 2022
Summit Day 2 Open
Attendees Login to Session
Welcome from Finlocity
PRACTICE MANAGEMENT TRACK
“Designing Client Experiences:
Best Practices for a post-Pandemic World”
Blueleaf
5-Minute Intermission
Attendees Remain Online
ALTS TRACK
“Utilizing Preferred Investments
for Income Solutions”
Ashford Securities
5-Minute Intermission
Attendees Remain Online
RISK MANAGEMENT TRACK
“Empowering Financial Professionals: Making
Insurance Easy & Efficient for RIAs"
Financial Independence Group
5-Minute Intermission
Attendees Remain Online
FIDUCIARY TRACK
“Managing Portfolio Risk & Design
In a Complex Market”
RiXtrema
5-Minute Intermission
Attendees Remain Online
AUM GROWTH TRACK
“Independent Sponsors and the Future of Lower
Middle Market Private Equity”
Kingsbarn
5-Minute Intermission
Attendees Remain Online
TECH TRACK
“How to Make Financial Planning
a Breeze for You and Your Clients”
RightCapital
5-Minute Intermission
Attendees Remain Online
ALTS TRACK
“Investing in Affordable Housing via
Manufactured Housing Parks”
Clear Sky Capital
Prize Drawings
Attendees Remain Online
Summit Adjourns
THANKS FOR JOING US TODAY.
SEE YOU NEXT TIME!
Disclaimer: The Finlocity XCELLR8 RIA & WealthTech Summit, 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.
