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CLICK HERE TO REGISTER

ABOUT THE EVENT

The FactRight RIA Conference is a unique opportunity for RIA's to get better acquainted with the world of alternative investments. Ask your most puzzling due diligence questions and brainstorm with other industry experts. We are excited to provide an educational platform where information, transparency, and networking take center stage. You'll participate in engaging sponsor presentations, interactive sessions with the FactRight experts, educational panels hosted by the Institute for Portfolio Alternatives (IPA) that will go in-depth on the complexities of alternative investment due diligence, and a spring training ballgame! We are proud to provide registered investment advisor attendees with complimentary hotel and airfare accommodations. 

AGENDA

Monday, March 9th - Tuesday, March 10th
Monday, March 9th 11:00 AM to 9:30 PM Lunch & Registration, Conference, Key Note Speakers, Spring Training Ball Game
Tuesday, March 10th 8:00 AM to 4:30 PM Conference, Key Note Speakers, and Panels hosted by the IPA
Conference Content & Full Agenda: More details below!
All travel coordinated by Blue Ribbon Travel FactRight@BlueRibbonTravel.com
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SPOTS ARE LIMITED!

Make sure to register early to secure yours!
CLICK HERE TO REGISTER

Download the Event Agenda Here

JOIN US FOR PANELS MODERATED BY THE IPA:

Policy Issues to Watch: What RIAs Need to Know. 

This educational panel will bring together experts in securities regulation and political strategy, including Valerie Mirko, former General Counsel at the North American Securities Administrators Association (NASAA); Frank Borger Gilligan, former Assistant Commissioner and Securities Director of the Tennessee Department of Commerce and Insurance; political consultant and policy strategist Doyle Bartlett, of Gray Robinson, and Anya Coverman, IPA Senior VP of Government Affairs and General Counsel.  The panel will offer direct insights for RIAs on a range of hot regulatory and legislative topics, including SEC and state securities regulatory initiatives and rule proposals impacting RIAs as well as how the political environment shapes those issues and the landscape for RIAs.

Technology Solutions for Efficient Client Onboarding and Reporting. 

The move to E-signature and straight through processing continues to improve the client onboarding and account reporting processes. This session will examine the new technology and custodial platforms that are helping advisors achieve additional scale, efficiency and effectiveness.

How DSTs Can Provide Tax Advantaged Investment Opportunities for RIA Clients

The syndicated 1031 exchange space is ascending to new heights, thanks to economic and demographic factors, and increasing involvement of groups like institutional real estate managers and RIAs. The panel of Delaware Statutory Trust sponsors will examine the market’s landscape, how to overcome obstacles to RIA involvement, and what you need to consider from a due diligence perspective before placing a client into a DST investment.

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the venue

Hotel Valley Ho, Scottsdale, AZ

EVENT SPONSORS: 

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Resolute Capital Partners Color Logo
Spring Hills Holdings, LLC Logo
EmpireLogo - Green
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ExchangeRight Logo
Wildermuth Advisory LLC