Join Us for an After-Market Bourbon Tasting (for free!)
Join us after the closing bell for top-shelf Bourbon, small bites and a discussion on how you can grow your AUM faster using AI and provide differentiated services to your clients.
What we’ll cover
LAN.Q, the Customized Portfolio Intelligence platform.
The tool finds concentrated exposures, gaps and fee drag inside an investment portfolio, so you can sell competitively and win your next client faster.
We've just launched our private alpha, and Advisors who attend this event get to use it for free!
LAN.Q was developed by Langar Technology, an AI-powered WealthTech company, whose Founder, Kathy will be in attendance to discuss how her team leverages agentic software to rapidly build integrated solutions for RIAs.
Structured Products
Barnabas Capital, works with fifteen issuers to create specialized investment products, such as custom notes, VPFs, covered calls, hedging and income-focused notes for RIAs.
Brad, their VP of Products will be in attendance to explain how these differentiated structured notes work.
An hour of sharp insight, fine bourbon and better ideas, on us.
👉 Seats are limited. RSVP now to save your spot.
Must be 21+. Please drink responsibly.