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Past events
Phoenix, AZ - October 22-24, 2024
What sponsors had to say
“As Investment Managers/Wholesalers, it's challenging to know which RIA firms are open to Alternative Investing. The Pinnacle Alts Forum put us in front of $100 Mil - $5 Bil RIA's that are there specifically to learn how to incorporate Alts into their practices to better serve their clients. Having one-on-one meetings with every attending RIA Firm allowed us to learn more about theirs and their clients' needs and gave us a forum to educate and build a partnership.”
ExchangeRight
“Participating as an investment manager at the Pinnacle Alts Forum 2024 was an exceptional experience. The conference provided an ideal platform to connect with forward-thinking RIAs and present our investment offerings in a highly collaborative environment. The structured one-on-one sessions allowed for productive discussions, enabling us to showcase how our strategies align with the unique needs of RIA clients. The event was impeccably organized, and we appreciated the chance to exchange insights on market trends and best practices. It was a valuable opportunity to strengthen relationships within the industry, and we look forward to future engagements.”
Quartus Capital Partners
“High ROI at the Pinnacle Alts Forum. Great content, top notch participants and a real A-Class team leading the experience.”
Tideline Partners
“From a standpoint of a sponsor, Pinnacle Capital Group are highly knowledgeable, well connected, and well-organized. Principals are easily accessible. The guidance we've received has been thoughtful and pragmatic. Their Alts Forum was the best format of any conference we've been to, thoughtfully laid-out to facilitate fruitful conversations.”
WhiteHaven
What RIAs had to say
“Well organized event with strong investment opportunities. I recommend the conference based on quality of sponsors and speakers.”
FourStar Wealth Advisors
“This event was dual purpose, heavy compliance/best practices and a dozen sponsors. I believe this dual agenda makes it tuned for Compliance Officers.”
Legacy Wealth Management
“I recently attended the Pinnacle Alt Forum in Tempe, Arizona. This forum is one of the best events I've attended in the last several years. The compliance information provided was excellent, and most of the sponsors offered interesting alternative investment opportunities I plan on exploring as an alternative investment for the RIA I am COO of. I plan on attending future Pinnacle events and think you should consider attending a forum in 2025.”
Wealth Watch Advisors
“Pinnacle and their Team put on an excellent Alternative Investments conference. There was a nice balance of education, networking and due diligence. As a Firm that is looking to add more Alternative Investments to our quiver, this was a great opportunity to meet fund sponsors face to face and develop relationships. We have a long list of action items and are excited to continue conversations with the participants and sponsors we met at the event. We would likely attend it again if invited back next year.”
WT Wealth Management (Attendee #1)
“The Pinnacle Alts Forum way exceeded my expectations. The education was exceptional, the networking events were great and the speed dating format to meet with each fund manager was very productive. I highly recommend this conference looking for high quality, vetted, best of class Alts.”
WT Wealth Management (Attendee #2)
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