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

Time
Event
Expert 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?
10:30-10:55AMEvolution of an RIA: Moving beyond just managing a practice

Scottrade Advisor Services
10:55-11:20AMCrowd Funding 101 for Advisors

CircleUp
11:20-11:45AMSmall Accounts as a Growth Opportunity

Trust Company of America
11:45-12:10PMTrends, Opportunities and Key Considerations in Alternative Investments

Millennium Trust Company
12:10-12:35PMThe Rise of Non Bank Lending and the Fixed Income Opportunities Available

Funding Circle
12:35-1:00PMHow Durable Income Complements Fixed Income Investing

American Realty Capital
1:00-2:00PMComplimentary Lunch / How to Properly Prepare for a RIA in a Box / Lexington Compliance

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.