RIAs,

Our May 19 & 20th Forum in DFW is at the Westin Stonebriar Hotel & Golf Club, Frisco, TX.

• Forum provides RIAs with complete due diligence information on offerings we have approved for our SummaIQ platform.

• As with prior Forums we will have sponsor principals available to meet with you and and present their offerings.

• The Forum will provide a variety of new offerings including REITs, a drilling program,   Real Estate with a Conservation Easement option, BDC,  debt offering and a liquid money management program.

  • Forum Details:

    • Begins at 1:30 pm Thursday, May 19. 
      • Thursday evening Sponsor dinner meetings are held.
    • Friday, May 20, 8:30 AM breakfast. 
      • Lunch with Sponsors
      • 3:00 PM Adjourn
    • SummaIQ will cover meeting and travel expenses for select RIAs/Advisors arriving from out of town.

      • Advisor attendance is limited.

        • Registration reserves your seat. (We maintain a waiting list when the Forum fills up.) 

• To register for the Forum simply make your request by email using the contact tab below and we will contact you.