May 5, 2026
8:00 AM to 6:00 PM
Hotel Casa del Mar, Santa Monica
Topics
Market trends, Fixed Income, Alternatives, ESG, Women in Wealth, Practice Management, M&A and more.
About This Event
Portfolio Summits RIA content is built by and for Independent Registered Investment Advisors and includes dedicated discussions of investment topics as well as practice management, M&A and general trends within investment management.
Sponsorship opportunities are available for Asset Managers and Service Providers.
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Independent RIA Registration
Complimentary registration is reserved for Independent RIAs managing a minimum of 100 million AUM only.
Meet The Speakers
Alfred Au
Head of Advisory
DiversiFi Capital
Billy Blase
Senior Wealth Advisor
Focus Partners
Eric Speron
Managing Director
First Foundation
Phil Bauer
Senior Vice President, Portfolio Specialist
Calamos Investments
Jordan Kahn
Chief Investment Officer
HCR Wealth Advisors
Leighann Miko
Founder
Equalis Financial
Michael Dow
Chief Investment Officer
Beacon Pointe Advisors
Rachel Elson
Wealth Advisor
Perigon Wealth Management
Rhonda Ducote
President and CEO
Apriem Advisors
Sarah Ellis
Wealth Advisor
GKV Capital Management