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


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.