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Delegate Attendee
Guest Speaker
Solution Sponsor

March 24-26, 2020

Green Valley Ranch Resort, Spa, & Casino

Las Vegas, NV 


The XCELLR8 Top RIA Forum will give Chief Investment Officers, Portfolio Managers, Chief Executive Officers, and Top Wealth Advisors of RIAs and Family Offices, the opportunity to meet and network with analyst, solution providers, and leaders from the some of the most innovative organizations in the country.

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October  2020




The XCELLR8 Bank and Trust Forum will give Chief Investment Officers, Portfolio Managers, Chief Executive Officers, and Trust Officers of Regional Bank and Trusts, the opportunity to meet and network with analyst, solution providers, and leaders from the some of the most innovative organizations in the country.

April 2021




The XCELLR8 Broker/Dealer Forum will give Chief Executive Officers of Independent Broker/Dealers and emerging OSJs the opportunity to meet and network with analyst, solution providers, and leaders from the some of the most innovative organizations in the country.


About XCELLR8

65

Industry Delegates

15

Solution Sponsors

1.5

Days

Finlocity's  XCELLR8 Forums give C-level executives, Top Wealth Advisors at financial institutio​ns the opportunity to meet and build relationships with their peers in a unique format. Our exclusive gatherings, are 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.

​iLike

A Format that works

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 introductions. iLike - PowerMatch™ Sessions last 30-mins.

One-on-One Meetings

Workshops & Panels. Learn about exciting new solutions and opportunities. We limit the number of these sessions to leave adequate time for you to network with your peers. General Session Presentations last approximately 40-minutes each

Workshops & Panels

Roundtables. Peer-to-peer moderated discussions provide an opportunity for a deeper dive into some of the most critical issues and opportunities facing our industry. Peer-to-Peer Roundtable Discussions last approximately 40-minutes each.

Roundtable Discussions

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