ATLANTA, Feb. 6, 2017 /PRNewswire/ -- Triad Advisors, Inc., today announced that it hosted its 13th annual Alternative Investments Conference from February 2 – 4, 2017. The conference brought together over 150 attendees, including independent hybrid advisors and their staff members, sponsor partner firms, and members of Triad's home office including senior management. Held at Caesars Palace in Las Vegas, NV, the event provided the attendees with an opportunity to network, share best practices, and participate in a wide array of general meeting and breakout sessions aimed at supporting the efforts of independent hybrid advisors to utilize retail alternative investments as solutions for their retail investor clients.
The conference also included a keynote speech from Byron L. Boston, Chief Executive Officer, President and Co-Chief Investment Officer at Dynex Capital, Inc., who provided in-depth information on how independent hybrid advisors can best integrate the use of retail alternatives into their ongoing service on behalf of their clients. Going beyond alternative asset topics, another keynote address was delivered by Bradley Nix, Partner at Brand Chorus, who provided advice on how independent hybrid advisors can build, refine and manage enduring brands for their own businesses.
Jeff Rosenthal, President and CEO of Triad Advisors, said, "We're delighted to have hosted yet another successful conference supporting the valuable work of independent hybrid advisors – including investment advisor representatives operating under our corporate RIAs as well as advisors who have their own RIA firms – and to focus on how they can better integrate retail alternative investments into their businesses."
Mr. Rosenthal concluded, "In today's low-yield environment, in which many investors continue to face a challenging search for income, the potential role of alternative assets in retail portfolios has grown in importance. Given the greater complexity frequently involved with retail alternatives, we recognize how essential it is that the advisors we support are equipped with all the knowledge, tools and resources they need to effectively utilize retail alternatives in their client relationships."
In addition to the keynote presentations, the conference featured over 20 speakers on a range of alternative investment topics, discussing a wide variety of alternative investment vehicles and opportunities. The conference also included a panel presented by members of Triad's DOL Task Force providing an update on the pending implementation of the new DOL ruling and how it may impact advisors' practices, and another panel on Section 1031 exchanges as they relate to estate planning strategies.
About Triad Advisors
Headquartered in Atlanta, GA, Triad Advisors, Inc. is a national, independent broker-dealer and multi-custodial SEC-Registered Investment Advisor (RIA) that is an early pioneer and continued leader in the Hybrid RIA marketplace. The company provides a comprehensive platform of products, trading and technology systems, as well as customized wealth management solutions. Recognized as one of the most successful and fastest-growing independent broker-dealers in the industry (including being named the leading broker-dealer for Hybrid RIAs seven years in a row by Investment Advisor Magazine), Triad Advisors is a wholly owned subsidiary of Ladenburg Thalmann Financial Services Inc. (NYSE MKT: LTS). For more information, please visit www.triad-advisors.com.
SOURCE Triad Advisors, Inc.