Pinnacle Capital Group Presents
The Alts Forum
alternative investment
compliance education &
due diligence
Bridging The Gap Between Registered Investment Advisers & Alternative Investment Managers
Next Event:
why attend
The Alts Forum, presented by Pinnacle Capital Group, are one-of-a-kind events that provide Registered Investment Advisers (RIAs) with practical education, peer collaboration, and access to best-in-class alternative investment managers.
The Alts Forum combines immersive compliance and practice management workshops with short-duration one-on-one meetings with “RIA-friendly” alternative investment managers. RIAs that attend will:
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Learn from subject matter experts about RIA-specific regulatory requirements related to alternative investments, including due diligence, onboarding, investor suitability, and billing best practices.
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Network and share ideas with like-minded RIAs on the "real world" challenges and opportunities of with incorporating a meaningful allocation to alternative investments.
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Meet alternative investment managers who have been pre-qualified on their ability to serve RIA needs.
Each Alts Forum is a bespoke event with limited space. Don’t miss out on this opportunity to transform your practice. Register today!
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
Attendance guidelines
Attending an
Alts Forum is complimentary for qualified Registered Investment Advisers and travel and accommodations may be reimbursed. Before registering, please review our attendance terms for more information.
Registered Investment Advisers
Investment Managers
Each Alts Forum is regionally-focused and bespoke in nature. For our Semi-Annual Forums, we only allow up to 15 Investment Managers. For our one-day conferences, we only allow up to 8 Investment Managers.
