NYC Chapter Meeting
IPA Chapters is a national initiative designed to deliver timely education and networking opportunities exclusively to the Portfolio Diversifying Investments (PDI) industry.
TOPIC: Maximizing Effectiveness in the RIA Market
As the PDI industry continues to expand availability within a number of retail channels, RIAs remain an important source of capital. In this meeting we will examine the resources available to develop the RIA market and what components your firm needs to develop to be successful with a focus on technology solutions and compatibility. Join us to hear how your peers are finding success working with RIA firms.
REGISTER NOW!Hourly Schedule
Day 1
- 6:00 - 6:30
- Welcome & Introductions
- 6:30 - 7:15
- Maximizing Effectiveness in the RIA Market
- As the PDI industry continues to expand availability within a number of retail channels, RIAs remain an important source of capital. In this meeting we will examine the resources available to develop the RIA market and what components your firm needs to develop to be successful with a focus on technology solutions and compatibility. Join us to hear how your peers are finding success working with RIA firms.
- 7:15 - 8:00
- Networking Reception