October 21, 2026
8:00 AM to 6:00 PM
City Hall – Recess 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.
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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
Allen Darby
Founder & CEO
Alaris Acquisitions
Colin Cheaney
Vice President of Investments
IHT Wealth Management
Henry Hagenbuch
Senior Managing Director, Head of M&A
Lido Advisors
Jesse Wohl
President
Antolino Wealth Advisors
Monisha Jayakumar
Chief Investment Officer
Aris Investing
Robert Cole
Regional Managing Director
Mariner
Yussef Gheriani, CIMA
Chief Investment Officer
IHT Wealth Management