September 9, 2025 – September 10, 2025
8:00 AM to 6:00 PM
Kiawah Island Golf Resort
Topics
Alternative Investments in Portfolio Diversification, Real Assets as an Inflation Hedge, Women in Alternative Investments, Integrating Practice Management with Alternative Investments, The Future of Alternatives, & more.
About This Event
Portfolio Summits RIAA content is built by and for Independent Registered Investment Advisors focused on Alternative Investments 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.
Meet The Speakers
Allan Boomer
Chief Investment Officer
Momentum Advisors
Andrew Pratt
Investment Manager
Wiser Wealth
Aneet Deshpande
Chief Investment Officer
Clearstead Advisors
Benjamin Nye
Chief Investment Officer
Narwhal Capital Management
Brittany Brown
Vice President, Technology
Summit Trail Advisors
Blair Thompson
President
Sparta Wealth Partners
Casey Smith
President
Wiser Wealth Management
Charlie Karmin
Director, Business Development – Wealth Management Solutions
Monroe Capital
Christopher Horvath
Managing Director and Investment Advisor
Taiber, Kosmala & Associates, LLC
Chris Grizzard
Director, Head of Private Investments
Bayshore Capital Advisors
Craig Buchanan
Business Development Executive, Complex Assets
Ren | Renaissance Charitable Foundation
Craig Sullivan
Director of Fixed Income and External Managers
Franklin Street Partners
Frances Newton Stacy
Chief Investment Officer
Tuttle Wealth
Jim Carroll
Senior Wealth Advisor and Portfolio Manager
Ballast Rock Private Wealth
Joe Guidish
Portfolio Manager, Head of Alternatives
Merit Financial Advisors
Ken Carpenter
President & Chief Investment Officer
Madison Capital Group
Lauren Pearson
Managing Director, Partner
Somerset Advisory
Larry Barocas
Senior Partner, Managing Director
Snowden Lane Partners
Katie Randall
Partner, Wealth Planner
Prime Capital
Matthew Andrulot
Director of Investment Strategy
Verdence Capital Advisors
Lauren Kirby
Managing Director
Partners Capital
Nathan Larrivee
Vice President, RIA Market Leader
Eaglebrook Advisors
Phil Bauer
Senior Vice President, Portfolio Specialist
Calamos Investments
Rick Wedell
Chief Investment Officer
RFG Advisory Group
Rachael DeCosta
Wealth Advisor
Sax Wealth Advisors
Ray Barrios
Crescent Capital Group
Sarah Mouser
Managing Director, Financial Planning
Verdence Capital Advisors
Saxon Baum
Partner
Florida Funders
Teddy Kaplan
Managing Director, President & CEO
New Mountain Capital Net Lease
Will Sterling
Partner
TritonPoint Wealth