Our Philosophy:

We believe better portfolios are built through better conversations.
Not longer decks.
Not louder booths.
Not crowded ballrooms.

Why the BW RIA ALTS Forum:

Alternatives deserve depth — not surface-level exposure.
That’s why we designed an environment where education comes first and access is intentional.

What Makes Us Different:

35 RIAs.
Curated. Decision-makers. Portfolio-focused.

10 Asset Managers.
Balanced lineup. Institutional standards.

100% Structured Interaction.
Every RIA meets every sponsor.
No randomness. No missed connections.

The Format:

10-minute overviews.
Then straight into small-group dialogue.

RIA-only due diligence sessions.
Portfolio fit. Risk. Structure. Implementation.

Signature Dinner Cruise.
Relaxed environment. Real relationships.

The Outcome:

Less noise. More signal.
Less marketing. More insight.
Less scale. More substance.

Invitation Only. Limited Attendance.

Add your name to the interest list below to request your invitation.

*RIA attendees subject to verification of interest and usage of alternatives. See RIA Info page for more information. Limited attendance means not all interested parties will be able to attend. Invitations will be sent directly to the email provided on the interest form with a link to register.