October 21, 2026
8:00 AM to 6:00 PM
Viceroy Chicago
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.
Ready to Join?
Get Your Ticket Now
Independent RIA Registration
Complimentary registration is reserved for Independent RIAs managing a minimum of 100 million AUM only.
Meet The Speakers
David Hernandez
Crypto Investment Specialist
21shares
Allen Darby
Founder & CEO
Alaris Acquisitions
Chetan Desai
Founder & CEO
Aris Investing
Jesse Wohl
President
Antolino Wealth Advisors
Monisha Jayakumar
Chief Investment Officer
Aris Investing
Henry Cotton
Vice President, Real Assets
bfinance
Colin Cheaney
Vice President of Investments
IHT Wealth Management
Robert Cole
Regional Managing Director
Mariner
Yussef Gheriani, CIMA
Chief Investment Officer
IHT Wealth Management
Tim Cronic
EVP
SmartStop Self Storage
Matthew Rice, CFA, CAIA
Managing Partner, Chief Investment Officer
Vistamark Investments
Sean McEvilly, CFA
Founder & Managing Partner
Vistamark Investments