Elite Conferences

Best in Class Presenters Include:

• Commercial Real Estate Managers
• Non-Traded Alternative Investments
• Energy Companies
• Institutional Credit Managers
• 1031 Exchange Programs
• Opportunity Zones
• Business Development Companies
• Private Equity Firms
• Fixed Indexed Annuities
• Investment Banking
• Life Insurance Companies
• Venture Capital
• ETFs

Education is the Cornerstone of the ELITE Independent RIA & Family Office Global Leaders Conference.

Sessions at the Conference Will Include:

• Due Diligence & Risk Management
• Investing in Volatile Times
• Differentiating Your Practice
• Alternative Income Strategies
• New Realities of Retirement
• Tax-Optimizing Techniques
• Investing for a Crisis
• Cutting Edge Sales and Marketing Ideas
• Succession Planning
• Regulatory Compliance Hot Topics
• ESG / Impact Investing
• Cyber Security
• Opportunity Zones
• Cross Border Opportunities
• Life Insurance
• Endowment Model Investing
• Philanthropy