Events

Events

Advisor Edge events offer financial advisors and investment managers unmatched networking opportunities. Our local advisor groups come together to gain insights on the topics affecting their business, including: retirement planning, alternative investments, practice management, education-based growth strategies, breaking away and much more.


These are excellent opportunities to meet likeminded individuals in different phases of their business, and to promote learning and foster bonds in local advisor communities.


For sponsorship opportunities and other suggestions, please contact Michael Mossessian.


Advisor Edge events offer financial advisors and investment managers unmatched networking opportunities.


Our local advisor groups come together to gain insights on the topics affecting their business, including: retirement planning, alternative investments, practice management, education-based growth strategies, breaking away and much more.


These are excellent opportunities to meet likeminded individuals in different phases of their business, and to promote learning and foster bonds in local advisor communities.


For sponsorship opportunities and other suggestions, please contact Michael Mossessian.


Stay up to date on future events

Interested in joining our events? Subscribe for first access to RSVP and receive monthly insights and analysis of the issues facing the investment management community.


Stay up to date on future events

Interested in joining our events? Subscribe for first access to RSVP and receive monthly insights and analysis of the issues facing the investment management community.


19

August

Phoenix, AZ

Monday, August 19th

Vecina, Scottsdale

A local dinner for up to eight Independent Advisors attending FPA NexGen Phoenix.

22

August

Raleigh, NC

Thursday, August 22nd

Oak Steakhouse, Raleigh

A local dinner for up to eight Independent Advisors attending.

28

August

Laguna Niguel, CA

Wednesday, August 28th

Copenhagen Corner, Laguna Niguel

A local dinner for up to eight Independent Advisors attending the Echelon Dealmakers Summit.

12

September

Raleigh, NC

Thursday, September 12th

Venue TBD

A local dinner for up to eight Independent Advisors in Raleigh, NC.

12

September

Houston, TX

Thursday, September 12th

Venue TBD

A local dinner for up to eight Independent Advisors attending the FPA Houston Annual Summit.

Stay up to date on future events

Interested in joining our events? Subscribe for first access to RSVP and receive monthly insights and analysis of the issues facing the investment management community.