Registered Investment Advisors

Due Diligence On A Whole New Level

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Why Attend The Buttonwood RIA ALTS Forum?

Inquire, Inform, Connect

The Buttonwood RIA ALTS Forum is an exclusive, education-focused alternatives conference for Registered Investment Advisors seeking deeper insight into alternative investments and portfolio construction.

Designed specifically for RIAs, the Forum is limited to 35 RIA firms and 10 carefully selected asset managers to ensure meaningful discussion and high-quality interaction.

The event features concise sponsor presentations, structured small-group discussions, and RIA education sessions led by Buttonwood Due Diligence analysts. Topics include portfolio fit, risk assessment, structural considerations, and practical implementation of alternative investments within model portfolios. Attendance is by invitation only to maintain a focused, high-signal environment for serious allocators.

Registration Interest Form

This Forum Is For:

  • RIAs who allocate to or are actively evaluating alternative investments
  • Portfolio decision-makers and investment committee members
  • Advisors who prioritize portfolio construction, risk management, and implementation
  • Firms seeking substantive, education-driven dialogue rather than product pitches

This Forum Is Not For:

  • Advisors looking for broad, high-level introductions to alternatives
  • Attendees seeking large expo halls or passive listening experiences
  • Product-focused networking without portfolio context
  • Firms uninterested in active participation or peer discussion

Structure and Expectations:

Complimentary Registration, Airfare & Hotel

Buttonwood is proud to provide RIAs with complimentary conference registration, hotel accommodations (2 nights), meals during the conference, and airfare (limits apply). 

Social Events

Buttonwood has a tradition of providing fun and exciting social events for our attendees. We host our welcome dinner and our signature dinner event, giving more time for networking and social engagement in a fun and relaxed setting.

Large & Small Group Presentations

Learn about some of the Alternative Investment programs directly from the Sponsors. We'll have large group presentations and small group round-table discussions where you can ask your questions and get the details you want.

RIA Only Education Sessions

Participate in the RIA education sessions designed to support the RIA in practical implementation of alternatives across their product list and models.  

Participation Expectation

Hotel and airfare charges are covered by Buttonwood, based on the understanding that the attendee has come to participate in a qualified due diligence and educational event. It is Buttonwood’s expectation that all financial advisory parties in attendance will attend and participate in all sessions and activities. 

Add Nights at Discounted Rate

Complimentary registrations include a 2-night stay for the nights of the forum. Any attendee that plans to stay longer than this time period will be responsible for covering the cost of those additional nights. Let us know if you’d like to add nights and we’ll help make sure you get the negotiated group rate.

Get added to the Interest List today!

We'll reach out to finalize registration and confirm your attendance upon acceptance.

The Buttonwood RIA ALTS Forum is an exclusive, by invitation only, due diligence and educational event. Attendees are limited to approved participants that are actively looking to allocate funds in the alternative investment space.

Add me to the List!