Dallas, Texas - ELITE RIA & Family Office Investment Opportunities Summit for RIA * Family Office * HNWI​ * Accredited Investors

​ELITE RIA & Family Office Investment Opportunities Summit Friday, September 26, 2025 Fairmont Dallas,Texas 10 AM - 6 PM CST

​Complimentary Registration for ​Invited active allocator attendees that include Family Offices, RIAs, Professional Athletes and HNWI (Buy Side Allocators Only) with a minimum of $250 Million of assets under management.

​All attendees registrations will be Jaboy Verified for approval to attend.  Meetings are mandatory and require sign in for all sessions.

​Limited space is still available for:
✅ Investment Product Sponsors
✅ Investment Banking Firms
✅ Insurance & Annuity Companies
✅ Service Providers

For more information on sponsorship opportunities and pricing please visit https://lnkd.in/gXHp4kFB

​Best in Class Presenters Include:

• ​​​Institutional Real Estate Managers

• ​​​Alternative Investments

• ​​​Asset Managers

• ​​​Institutional Credit Managers

• ​​​Blockchain and Cryptocurrency 

• ​​​Opportunity Zones

• ​​​Venture Capital

• ​​​Private Equity 

• ​​​Tax Deferred Annuities

• ​​​Investment Banking

• ​​​Alternative Energy Companies

• ​​​Life Insurance 

• ​​​Hedge Funds 

​​​Education is the Cornerstone of the ELITE Conferences / Summits.

​​​Sessions at the Conference / Summit Include:

• ​​​Due Diligence & Risk Management

• ​​​Best Practices

• ​​​Family Governance 

• ​​​Unique Income Strategies

• ​​​Retirement Planning

• ​​​Tax Strategies 

• ​​​Succession / Legacy Planning 

• ​​​Cutting Edge Sales and Marketing Ideas

• ​​​Succession Planning

• ​​​Regulatory Compliance Hot Topics

• ​​​ESG / Impact Investing

• ​​​FinTech / Cyber Security

• ​​​Access to Deal Flow

• ​​​Cross Border Opportunities

• ​​​How to Select the Best Asset Managers

• ​​​Philanthropy

​​Investment Product Sponsor - $5,000 USD

• ​​15-Minute presentation to all attendees

• ​​2 sponsor attendees

• ​​Meals Included

• ​​Logo prominently displayed on signage at the summit

• ​​Electronic list of conference attendees

• ​​Full-Page compliance approved Ad in the summit guide

• ​​Extra sponsor attendees $1000 per attendee

​​​Service Provider Sponsor (Lawyer, CPA, Custodian) - $3,750 USD

• ​​15-Minute presentation to all attendees

• ​​1 sponsor attendee

• ​​Meals Included

• ​​Electronic list of conference attendees

• ​​Extra sponsor attendees $1,250 per attendee