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Apr 22 2015

Axxcess to Host an RIA Only Education Event

Axxcess Capital, a provider of advisory and distribution services for alternative investment managers, will host an educational conference focused on alternative investments exclusively for Registered Investment Advisors (RIAs). The Axxcess Advisor Institute (AAI) takes place Tuesday, May 19th, at the Stonebriar Country Club in Frisco, Texas.

Noted industry experts will share insights on topics that are important to an RIA’s business.

The May 19th event will discuss the following issues:

  • Risk management and due diligence evaluation of alternative investment products
  • Direct investment programs in real estate, oil and gas, royalties, and specialty finance
  • Practice management, increasing profitability, and succession planning
  • New competitive technology platforms


RIAs interested in attending must register by contacting Erica Blue at 949.485.8340 or eblue@axxcesscapital.com. Space is limited to the first 25 advisors.

A complimentary breakfast and a buffet luncheon will be provided.

Article by: The DI Wire


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