Registered Investment Advisors

Built for RIAs who value depth over volume

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Why Attend The Buttonwood RIA ALTS Forum?

Inquire, Inform, Connect

Education First

  • RIA-only due diligence & education sessions
  • CE sessions on:
    • Building a Defensible Alternatives Process
    • Tax, Regulatory, & AI Considerations
  • Portfolio fit, structure, & implementation

Structured Interaction

  • 10-minute sponsor overviews
  • 15-minute small-group discussions
  • Every RIA meets every sponsor

Curated Experience

  • 35 RIAs - 12 Sponsors
  • Limited asset overlap
  • Signature dinner cruise experience

Registration Interest Form

This Forum Is For:

  • RIAs who allocate to or are actively evaluating alternative investments
  • Portfolio decision-makers and investment committee members
  • Advisors who prioritize portfolio construction, risk management, and implementation
  • Firms seeking substantive, education-driven dialogue rather than product pitches
  • RIAs operating under a broker-dealer may be considered where advisors maintain meaningful autonomy over investment selection and allocation decisions.

Structure and Expectations:

Complimentary Registration, Airfare & Hotel

Buttonwood is proud to provide RIAs with complimentary conference registration, hotel accommodations (2 nights), meals during the conference, and airfare (limits apply). 

Social Events

Buttonwood has a tradition of providing fun and exciting social events for our attendees. We host our welcome dinner and our signature dinner event, giving more time for networking and social engagement in a fun and relaxed setting.

Large & Small Group Presentations

Learn about some of the Alternative Investment programs directly from the Sponsors. We'll have large group presentations and small group round-table discussions where you can ask your questions and get the details you want.

RIA Only Education Sessions

Participate in the RIA education sessions designed to support the RIA in practical implementation of alternatives across their product list and models.  

Participation Expectation

Hotel and airfare charges are covered by Buttonwood, based on the understanding that the attendee has come to participate in a qualified due diligence and educational event. It is Buttonwood’s expectation that all financial advisory parties in attendance will attend and participate in all sessions and activities. 

Add Nights at Discounted Rate

Complimentary registrations include a 2-night stay for the nights of the forum. Any attendee that plans to stay longer than this time period will be responsible for covering the cost of those additional nights. Let us know if you’d like to add nights and we’ll help make sure you get the negotiated group rate.

Get added to the Interest List today!

We'll reach out to finalize registration and confirm your attendance upon acceptance.

The Buttonwood RIA ALTS Forum is an exclusive, by invitation only, due diligence and educational event. Attendees are limited to approved participants that are actively looking to allocate funds in the alternative investment space.

Add me to the List!