Back to all Events

RIA & Family Office Investment Opportunities Summit

list

Summary

📅 August 21, 2025 | Jaboy Production

Newport Beach, CA

This exclusive 1-day due diligence summit hosted by Jaboy Productions brings together elite global leaders across wealth management, sports, and private capital. Tailored for Independent RIAs ($250M+ AUM), Family Offices, Professional Athletes, and High Net Worth Investors, the event offers curated access to vetted investment opportunities and leading industry voices.

Topics & Focus Areas Include:

  • Due Diligence & Risk Management

  • Succession & Legacy Planning

  • Family Governance & Philanthropy

  • Tax Strategies & Regulatory Compliance

  • ESG / Impact Investing & Alternative Energy

  • FinTech, Cybersecurity, and Blockchain

  • Deal Flow Access & Cross-Border Opportunities

Featured Presenters Include:

  • Institutional Real Estate & Credit Managers

  • Private Equity & Venture Capital Firms

  • Alternative Investment Specialists

  • Hedge Funds, Annuity Providers & Life Insurance Leaders

Jaboy’s ELITE Conference Series is known for its rigorous approach to education and relationship-building among sophisticated investors and asset managers.

today

Date

August 21st, 2025

location_on

Venue

Newport Beach California

Never Miss an industry Insight

Get the latest updates on trends impacting Family Offices weekly