Inside the CIT: Building Retirement-Ready Funds

Space is limited.  Don't miss out!

Tuesday, November 18
Summit Rooms 8-9

Gaylord Rockies Resort & Convention Center
6700 N Gaylord Rockies Blvd
Aurora, CO 80019

About this session

Collective Investment Trusts (CITs) are quickly becoming the go-to vehicle for bringing alternatives into retirement plans — but building one requires more than an idea. This session takes you inside the process step by step, from structuring and compliance to operational execution.

We’ll cover:

  • Fund design decisions: strategy, fund-of-fund vs. direct investing, liquidity, valuation, fees, expenses, and gating

  • Integrating with custodians, recordkeepers, and platforms

  • Distribution strategies, branding, and product-market fit

You’ll leave with a clear understanding of the nuts and bolts that make a CIT work — and the practical framework to take your strategy from concept to launch.

Space is limited. Don't miss out!

Meet Our Speaker

Brian Harriman Follow me on LinkedIn

Director of Retirement
Alta Trust

Choose Your Summit Experience

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EVENT Registration

Individual Passes
$1,799

Registration Includes:

  • Opening Reception
    Monday 5-7pm

  • All Event Sessions
    Tuesday 8am-5pm

  • Breakfast & Lunch
    Tuesday

  • Networking Dinner
    Tuesday 6pm
Register Now
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ASCENT Sponsorship

Sponsorship + 2 Passes
$5,000

Sponsorship Includes:

  • Brand Visibility
    Logo featured on event signage, website, and program materials.

  • Network Recognition
    Align your firm with a curated audience of decision-makers.

  • Two Full Access Passes
    Connect with plan sponsors, asset managers, and innovators shaping the retirement landscape.
Become a Sponsor
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APEX Featured Sponsorship

Featured Sponsor + 2 Passes
$10,000

Sponsor the Opening Reception, Lunch, or Networking Dinner
(only 2 per event)

  • Premium Brand Placement
    Prominent logo visibility on signage, website, and event materials.

  • Stage Recognition
    Opportunity to deliver Welcome Remarks at your sponsored event.

  • Exclusive Positioning
    Stand out as a featured sponsor with only two per event.

  • Two Full Access Passes
    Priority access to sessions and networking opportunities
Become a Sponsor

Attendees are responsible for booking their own travel & lodging.

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Gaylord Rockies Resort & Convention Center

6700 North Gaylord Rockies Blvd
Aurora, CO 80019

Nestled at the edge of Colorado’s Front Range, the Gaylord Rockies Resort offers a scenic alpine retreat with breathtaking mountain views. Conveniently located just minutes from the airport and close to Denver’s top attractions, it’s the perfect setting for your Next Summit experience. Stay on-site with fellow attendees and enjoy unparalleled networking, exceptional dining, a relaxing spa, and a water park—all just steps away from the event’s meeting spaces.

Book Your Hotel Today for Best Rates 

Attendees are responsible for their own travel & lodging for this event.