Reflections from the Pinnacle Alts Forum Phoenix 2024: 5 Key Lessons Learned

Last October, the Pinnacle Alts Forum brought together leading sponsors, RIAs, and industry experts for three days of collaboration and insights. A sponsor survey highlighted the key “choice drivers” that RIAs prioritize, offering invaluable lessons for sponsors engaging in the RIA channel. Here are the five key takeaways:

1. Valuation Transparency Builds Trust

   Sponsors who prioritized transparency in valuation reporting scored higher on trust and credibility.

2. Meeting Custodial Needs is Critical

   Offerings that were accessible on custodial platforms captured significantly more interest and engagement from RIAs.

3. Differentiation Matters

   Some sponsors went beyond presenting a standard investment thesis by articulating a clear and compelling value proposition. Those who effectively showcased their unique strengths and differentiation from competitors captured the most attention from RIAs.

4. Active Listening Fosters True Partnerships

   RIAs noted that some sponsors demonstrated a genuine commitment to listening and responding to their concerns. These sponsors distinguished themselves as trusted and collaborative partners.

5. Education Drives Better Engagement

   Sponsors who provided accessible, in-depth explanations about their asset classes were better understood, which resulted in more meaningful engagement.

We extend our heartfelt gratitude to all the sponsors, RIAs, and attendees who made this event a success. Your participation and insights are the driving force behind the growth and innovation in our industry.