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Who attends?

Independent RIAs and investment teams from Pension Funds, Endowments, Foundations, OCIOs, Family Offices, and other allocators attend complimentary. Asset Managers and Service Providers can purchase a ticket or sponsor an event, depending on which offering they choose to attend.

What topics are discussed?

Various investment management topics focused on market trends, new opportunities, portfolio construction, asset allocation, and risk along with some operational topics such as manager selection, client retention, M&A, and more.

What’s the dress code?

Business attire.

Can’t find an answer to your question here?

Please feel free to call (347) 613-3730 or email info@portfoliosummits.com.