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OCTOBER 15-16, 2018

DALLAS

EXCLUSIVE EVENT

Actionable Intelligence for Today’s RIA!

Sound, effective investment advice has never been more in-demand.  But growing a small business and standing out in a crowded field requires actionable intelligence.  Today’s RIA needs innovative solutions for the complex practice management issues they face on a daily basis.
The Institute for Portfolio Alternatives is bringing registered investment advisors together for the inaugural IPA RIA Practice Management Workshop, October 15-16, 2018.

Registration:

*Limit 2 Registrants Per Firm*

  • Member Sponsors and Associates: $2,500
    REGISTER NOW!
  • RIAs: Complimentary | Call 202-548-7191 to Register

EXCLUSIVE CONTENT

AGENDA HIGHLIGHTS

This exclusive IPA members-only event is designed to deliver fresh ideas and growth strategies that add real value to an RIA’s business. We’re bringing together top experts to offer unique insights for RIAs on a wide spectrum of topics, including:

  • Endowment Style Investing and the Correlation Advantages of DPPs
  • Portfolio Construction for the Modern Client
  • A Practical Guide to Implementing Direct Participation Programs
  • Due Diligence Considerations and Process for Evaluating Direct Participation Programs
  • The Roadmap to Success
  • High Trust Leadership
  • Trends & Takeaways: How Today’s RIA Firms Must Approach Marketing
  • Working Lunch – Addressing the Entrepreneurial Issues in Your Firm
VIEW FULL AGENDA

LOCATION & HOTEL

The Marriott at Legacy Town Center is located at the center of the thriving Dallas/Plano, Texas area. The hotel welcomes you with 4-star accommodations, contemporary amenities and exemplary guest service making it the perfect home base for your visit to Dallas/Plano area.

The Marriot at Legacy Town Center

7121 Bishop Road, Plano, TX 75024
(972) 473-6444

Member Sponsors & Associates:
Group Rate $229/night

(To book: please contact Belle Ibanez at
202-548-7191 or email bibanez@ipa.com)

RIAs:
Complimentary

(To book: please contact Belle Ibanez at
202-548-7191 or email bibanez@ipa.com)

THANK YOU TO OUR EVENT SPONSORS

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POLICIES:

RIAs are complimentary to attend as well as qualify for complimentary hotel rooming and transportation related expenses up to $500 applicable to air, train or car travel for up to 2 individuals per firm. IPA will cover a maximum of 1 rooming night based on qualified event attendance per person. You will be notified by IPA Staff if more than 2 representatives have registered from the same firm. 

Transportation:

You will receive a flight activation email from Deem@work “notified@deem.com“ that you may use if you wish to book air travel. IPA will cover up to $500 in flight cost. Should a flight exceed this amount, the IPA is notified for approval and may supply you with other flight options.

Hotel Rooming Policy:  

IPA will be providing the Plano Marriott at Legacy Town Center with a rooming list for the night of October 16th.  If you need to cancel, you must notify Belle Ibanez at 202-548-7191 or bibanez@ipa.com 72 hours prior to your arrival.