RIAs,
Next Alternative Investment Solutions Forum scheduled for September 19 & 20 in DFW.
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.