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Advisor Summit

Main Management Due Diligence

Two days at the San Francisco office with the investment committee and the research, trading, marketing, and operations teams.

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The day

What this summit is.

Main Management Due Diligence is our in-person look under the hood — time at the San Francisco office with the people who actually run the strategies. It’s built for advisors evaluating Main, or already allocating and wanting to go deeper.

You spend the visit with the investment committee, research desk, and the trading, marketing, and operations teams, in the office where the work happens — markets and positioning, strategy deep dives, and open working time, shaped with you closer to the date.

Guests at Main Management Due Diligence

Request a seat

Tell us you’re interested.

Seats are limited and confirmed one at a time. Share your details and your coverage, and someone on the Main Management sales desk will follow up to confirm fit and logistics.

  • Plan to arrive the first day and depart the second
  • Main Management covers one night at the Omni San Francisco
  • Up to $500 toward roundtrip airfare

By submitting you agree to our privacy policy. This is a request, not a confirmed seat.

Interested in a seat?

Reach out to your regional salesperson and they’ll hold you a seat once the date is set.

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