San Antonio

Wednesday January 22, 2014

Omni San Antonio Hotel at the Colonnade
9821 Colonnade Blvd
San Antonio, TX 78230

Eventbrite - RIA Roadshow - San Antonio

Schedule of Events

TimeEventExpert Provided By
9:30-10:00AMRegistration / Networking

10:00-10:30AMWhere will the RIA industry be in 5 years? How does my firm grow with increased traditional and online competition?RIA in a Box
10:30-11:00AMAlternatives: The Missing Link to Growing Your RIA Business?

RCM Alternatives
11:00-11:30AMShould technology disrupt or develop your business?

Motif Advisors
11:30-12:00PMHow to Build an RIA Operating Platform with Integrated Technology

Rushmore Advisor Services
12:00-12:45PMLunch / How to Build a $1 Billion RIA Firm Through Strategic Acquisitions and Organic Growth

Gary Wagner, Principal at Carnegie Investment Counsel
12:45-1:30PMHow to Properly Prepare for an RIA Regulatory Audit

Lexington Compliance Services

The RIA Roadshow is a free event for RIA firm principals. The half-day seminar includes a complimentary lunch and offers guidance from some of the industry’s leading experts on the best practices for your firm. Advisors will also have the opportunity to network with other local advisors. Space is very limited and reserved on a first-come, first-serve basis. Attendance is limited to RIA firm principals and one principal per firm.

If you are an advisor considering starting your own RIA firm, we believe this will still be a worthwhile event and we will be hosting an additional lunch session to discuss the RIA registration process and other key considerations.