You’re Building an Alts Platform—We Help You Get There.
You’re building an alternatives strategy. We help you do it—faster, smarter, and with confidence.
The Alts Forum, presented by Pinnacle Capital Group, is a highly curated experience built exclusively for Registered Investment Advisers (RIAs) seeking clarity, education, and connection in the alternative investment space.
Through immersive workshops, peer collaboration, and pre-scheduled meetings with RIA-aligned investment managers, you’ll walk away with actionable insight and practical tools to strengthen your alternatives platform.
As an RIA attending the Alts Forum, you will:
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Gain RIA-specific education on regulatory requirements, due diligence, client suitability, billing structures, and onboarding best practices—led by subject matter experts.
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Connect with like-minded peers facing the same operational and compliance challenges in building or scaling their alternatives platform.
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Meet pre-vetted investment managers who understand the unique needs of fiduciary platforms and offer solutions tailored for the RIA channel.
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Leave with a clear action plan for incorporating alternative investments more effectively in your practice.
Every Alts Forum is intentionally intimate—prioritizing quality over quantity—to create a trusted environment where RIAs can learn, collaborate, and grow.
Reserve your spot now. Space is limited.
Not sure if attending is appropriate for you? Take our 5-question self-assessment quiz and determine if your practice (and your clients) might benefit.
What Past Attendees Say
Exclusive Access for Qualified RIAs
Qualified Registered Investment Advisers may attend the Alts Forum at no cost. Travel and accommodations may be reimbursed as part of our commitment to accessibility and education.
Every attendee is reviewed to ensure the Forum experience is aligned, relevant, and impactful.
Registered Investment Advisers
We’ve made it simple for RIAs to access top-tier education and curated alternative investments through the Alts Forum.
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Submit your interest using the "Learn More" button
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Receive your personalized registration link
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Connect with a Forum Specialist
