Sponsors

What Makes the BW RIA ALTS Forum Unique?

Innovative, Multi-Faceted, Dynamic Interactions

The Buttonwood RIA ALTS Forum is a highly curated, education-driven gathering. Designed to foster meaningful dialogue rather than transactional networking, the event combines concise sponsor presentations with structured small-group discussions and RIA-only portfolio construction sessions led by Buttonwood’s due diligence team.

The objective is depth of engagement — ensuring every sponsor has substantive interaction with each attending registered investment advisor in an environment aligned with institutional standards of evaluation.

We intentionally limit participation to 10 asset managers and 35 RIAs to create an environment built on depth, not scale.

For managers building thoughtful RIA distribution, this format is especially impactful:

• 10-minute focused presentation to the full RIA group
• Rotating 15-minute small-group discussions with every RIA (~7 per table)
• Dedicated time for substantive Q&A — not quick booth conversations

We intentionally cap sponsor participation to maintain balance and depth of engagement

Interest Form

General Session Presentation

10 minute presentation to full group of attendees

Round Table Small Group Presentations

15 minute small group presentations to all groups of attendees (5 groups total)

Networking Opportunities

Lots of networking opportunities including reception, meals, breaks, and engaging social events

Exciting Off-Site Activities

Enjoy unique social events off-site, designed to create a relaxed and fun social environment

Exclusive Attendees

Limited sponsors and BD/RIAs. Less Crowds = Better Engagement Opportunities

Your Sponsor Registration Includes:

Presentation

Presentation to the full group of attendees - 10 Minutes

Large group presentation to give the broad description and quick pitch of your company and/or product

Small Group Round Table Sessions

Small group presentations with each small group of RIAs - 15 Minutes each, 75 Minutes total

15 minute round-table discussions with each small group of RIAs to answer questions and engage with the attendees on your product

Ad Space

Color ad in the Conference Packet

Full color ad space in the conference packet to promote your company or product

Additional Sponsorship Opportunities

The opportunity to sponsor meals and activities

Options for additional sponsorship opportunities given on a first-come, first-serve basis. Sign up early!

Networking & Connections

Ample time to network and socialize with attendees at group activities, receptions and meals

Exclusive dinner event, meals, reception, and lots of built in social times

* No Dine Arounds *

Buttonwood Report Discount

Discounted Report Fees for any reports engaged for the conference

Ask us about the discount!

*All presenting sponsors must have current Buttonwood coverage - ie. sponsor review, program review or BW ALTSeek coverage

Contact us today for interest and pricing for Presenting Sponsors, Event or Meal Sponsors, or Service Providers

*Event, meal, and service provider opportunities available at the discretion of Buttonwood

Space is limited; don't delay! Filling out the "interest" form is NOT your registration, but an interest to attend as a presenting sponsor

Add me to the List!