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Allocators2019-02-20T12:37:06-05:00

ELIGIBILITY REQUIREMENTS

  • $100MM – $1 billion + in total AUM
  • Currently invest in ETFs
  • An RIA, ETF Strategist, Endowment, Foundation, Family Office, Pension Plan, Retirement Plan or CPA
  • You make the investment decisions on behalf of your firm (CEO, CIO, Director of Investments, Portfolio Manager, Managing Director, etc.)

ALLOCATORS WILL RECEIVE:

  • Coach class airfare
  • 2 night’s hotel
  • All meals associated with the event

ALLOCATORS ARE ASKED TO:

  • Schedule and attend 14 one-on-one meetings (each meeting is 20 minutes)
  • Attend all breaks, meals, cocktail receptions and both sessions on Day 1
  • Accept an invitation to attend a Day 1 dinner with one of our ETF issuers
  • Complete our allocator survey 1 week before the event

THIS IS AN “ALLOCATORS ONLY” EVENT

Register Now To Reserve Your Seat. Space Is Limited!

REQUEST AN INVITATION

THIS IS AN “ALLOCATORS ONLY” EVENT

Register Now To Reserve Your Seat. Space Is Limited!

REQUEST AN INVITATION