Attendees

2020 Attendees

Note: The 2020 attendees will be added as we receive confirmations. Below you will find previous attendee lists to give you a sense of who attends the summit.

Broker Dealers/RIAs (already committed to attend):

  • Advisor Group
  • American Portfolios Financial Services, Inc.
  • Ameritas Investment Corp
  • Avantax (formerly 1st Global)
  • Bethel Fisher
  • Calton & Associates, Inc.
  • Capital Investment Companies
  • Cetera Financial Group
  • CUSO/SPF Financial
  • Geneos Wealth Management
  • Great Nation Investment Corporation
  • Harbour Investments, Inc.
  • HJ Sims
  • Kovack Securities
  • Ladenburg Thalmann Financial Services
  • Sigma Financial Corporation
  • The Strategic Financial Alliance, Inc.
  • Triad Advisors

Asset Managers (already committed to attend):

  • Black Creek Group
  • Bluerock Real Estate
  • Carter Multifamily
  • Carter Validus
  • CIM Group
  • Cottonwood
  • ExchangeRight
  • Leitbox Portfolio Partners
  • Lodging REIT III by Legendary Capital
  • NB Private
  • Pacific Oak Capital
  • Prospect Capital
  • Resource
  • Sixty West
  • SmartStop Asset Management
  • Triton Pacific
  • Wildermuth Asset Management

Technology and Professional Services:

Partners: