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December 2018
Wednesday December 05

Opal Group Alternative Investing Summit 2018

1 Ritz Carlton Dr., Dana Point, CA 92629

The Alternative Investing Summit will bring together trustees and representatives of institutions as well as money managers and consultants to explore the roles of alternative opportunities and strategies. As a strategy, alternatives offer investors a method to obtain the returns they require and break the paradigm of the 60/40 rule, however not all alternatives are the same nor do they come without certain risks.

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Wednesday December 05

Non-Traded REIT and Retail Alternative Investment Symposium 2018

Dana Point, CA, ,

IMN is pleased to announce the dates for our 14th Annual Western Non-Traded REITs & Retail Alternative Investment Symposium: December 5-6, 2018 in Dana Point, CA.

As the retail alternative investment industry continues its dynamic evolution, new opportunities are opening up as others pullback. One thing is for certain: it isn’t business as usual.

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Thursday December 06

IPA Chapters NYC Meeting 2018

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The Institute of Portfolio Alternatives (IPA) is committed to raising awareness of PDIs both within the broader financial advisor community, as well as within our existing member firms. By bringing IPA Chapters to cities nationwide, they can offer small-group education and networking opportunities directly to our members.

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Thursday December 06

In|Vest West 2018

Parc 55, 55 Cyril Magnin Street, San Francisco, CA 94102

The digital transformation of the wealth management industry is happening quickly. The industry’s largest players are swiftly adapting to meet ever-increasing customer expectations, and the rest of the field striving to keep pace. Behind the scenes, many firms are increasing technology investments and increasing headcount in an effort to drive growth, but margins remain under pressure. In|Vest West will explore all the dynamics at play—from front to back office—and the technologies that are shaping the future of the firm.

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January 2019
Thursday January 17

IPA Chapters Southern California Meeting 2019

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The Institute of Portfolio Alternatives (IPA) is committed to raising awareness of PDIs both within the broader financial advisor community, as well as within our existing member firms. By bringing IPA Chapters to cities nationwide, they can offer small-group education and networking opportunities directly to our members.

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February 2019
Monday February 04

Barron’s Teams Summit 2019

Bellagio Las Vegas, 3600 Las Vegas Boulevard S, Las Vegasa, NV 89109

This invitation-only event brings together elite-tier advisory teams for two days of rich content, designed to address the complexities of interpersonal dynamics, provide insights on financial management and share innovations in wealth management. 

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Wednesday February 06

National LINC 2019

1 Market Pl, San Diego, CA 92101

World-class keynote speakers. Leading minds within our industry. Top professionals on the subjects you care most about. It’s all in one place … at National LINC 2019 in San Diego.

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Sunday February 10

Inside ETFs 2019

Diplomat Beach Resort, 3555 South Ocean Drive, Hollywood, FL 33019

A fresh perspective on the future of investing.
The world’s leading ETF conference
Join 2,300+ financial advisors, institutional investors, hedge funds, academics and more at the world's premier ETF event.

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March 2019
Thursday March 28

12th Annual Alternative Investments Conference 2019

TBD, Chapel Hill, NC

This conference serves as a forum for investment managers, institutional investors and academics to network, share ideas and stay abreast of the latest industry trends.  The conference provides insights into current alternative investment topics as well as the opportunity to meet and learn from some of the most influential industry leaders. 

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