Jul
1
9:00 AM09:00

Spring Forum

Our SummaIQ RIA Alternative Solutions Forum scheduled for Friday, June 9th;  Location: Westin Stonebriar Hotel & Golf Resort, Frisco, TX. must be rescheduled to later this summer due to an unforeseen corporate scheduling conflict.  The new date will be announced later in June.  

  • Forums 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 present their offerings and be available to meet with you personally. 

  • The next Forum will provide a variety of new offerings including debt offerings with and without revenue sharing,  Real Estate with a Conservation Easement option. 

For RIA/Advisor registration go to "CONTACT" below and complete with your information and  request registration material. 

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Sep
19
to Sep 20

Alternative Investments Solutions Forum

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.

TO REGISTER FOR THE FORUM SIMPLY MAKE YOUR REQUEST BY EMAIL USING THE CONTACT TAB BELOW AND WE WILL CONTACT YOU. 

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May
19
to May 20

Next Alternative Investment Solutions Forum will be May 19 & 20, 2016 in DFW.

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. 

 

 

 

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May
14
to May 15

Summa IQ Forum: Alternative Investment Solutions

  • Westin Stonebriar Hotel & Golf Club (map)
  • Google Calendar ICS

As with our previous Forums, this Forum’s goal is to empower Advisors with timely information and innovative tools in the alternative space and to provide a better understanding of the changes and procedures of alternatives which will uniquely position Advisors with the knowledge to best fulfill their fiduciary role. This Forum is limited to a small group of Advisors to maximize interaction with Sponsors, so don't delay your registration. 

To register contact Leah Shores Hunt, Summa IQ events coordinator;  leah.shoreshunt@summaiq.com  or contact us via the contact tab below. 

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Nov
17
to Nov 18

SummaIQ Alternative Tax Solutions Forum

This Forum includes two “Deep Dive” due diligence sessions.  These presentations by Sponsor principals provide necessary due diligence information, so you can implement a year-end investment program with immediate 2014 income tax savings for your clients. Additional Alternative Solutions will also be introduced during the Forum.

For registration contact events coordinator, Leah Shores Hunt at leah.shoreshunt@summaiq.com or drop us a line!

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