events and
conferences
We believe there is no volume of virtual communication that can replace the value of looking you in the eye and shaking your hand. We are proud to host, sponsor, and attend the following series of event and conferences, and hope to see you there.
POTOMAC UNIVERSITY
Potomac University is a high-touch learning experience held at our Bethesda headquarters.
Designed for advisors seeking a deeper understanding of our investment process, it offers direct engagement with our team and practical insights into how Potomac can support your practice. Sessions are intimate and classroom-style, with a focus on due diligence, model and fund exploration, and technology walkthroughs. Ideal for advisors who value clarity, transparency, and depth.
2026
2027
"Potomac University is about building trust through education—where advisors become believers."
REMIX conference
REMIX is Potomac’s high-energy, large-scale event celebrating partnerships and showcasing innovation.
In 2026, it will take place in Washington, D.C., bringing together financial advisors, strategic partners, and industry leaders for a dynamic experience of panels, breakouts, and networking.
Tailored for top-tier partners and long-time collaborators, REMIX focuses on relationship building, product innovation, and leadership visibility.
Remix
—
Washington, DC
by invitation only
Industry Conferences
In‑person connections add unique value—spontaneous discussions, personal rapport, and shared experiences often lead to stronger partnerships and more durable long‑term relationships. For this reason, Potomac is proud to sponsor and attend the following events. Hope to see you there!
Envestnet Elevate 2026
—
Phoenix, AZ
Morningstar Investor Conference
—
Chicago, IL
Future Proof Festival
—
Huntington Beach, CA
Cambridge Ignite
—
Kissimmee, FL
Orion Ascent
—
Orlando, FL