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.