Event Overview

Our mission for the Swan Independent Advisor Forum is to promote an open dialogue to discuss and share ideas in a one-day educational, content-driven event.

Engage with recognized thought leaders, consultants, portfolio managers, wealth management executives, CIOs and research professionals from growth-oriented advisory practices through interactive presentations, panel discussions, receptions and dinners.

This year we draw focus on the most challenging issues advisors face in managing the growth of their business, as well as, helping their clients meet long-term objectives while navigating a market environment we haven’t seen for a decade.

Participation is by invitation only to ensure diversity of opinions from industry experts and a high level of intellectual exchange.

The Swan IA Forum gathers an impressive lineup of leading industry research professionals, wealth management executives, CIOs, asset managers, and portfolio strategists from DST Kasina, SpringTide Partners, Beacon Pointe Wealth Advisors, special guest speakers and more to provide:

• Discussion of the latest wealth management trends, crucial points in RIA corporate life-cycles to accelerate growth, maximize value and generate shareholder liquidity.

• Engaging content and research to inform decisions around portfolio construction.

• Solutions for a challenging environment and ways to manage risks and formulate strategies for improving portfolio integrity and investor outcomes.

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