June 25, 2026
8:00 AM to 6:00 PM
Well& by Durst at One Five One
Topics
Market trends, Fixed Income, Alternatives, 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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Service Provider & Asset Manager Registration
Total Price
$2,000
Admission to the event.
Access to all summit panels and presentations.
Admission to Happy Hour!
Independent RIA Registration
Complimentary registration is reserved for Independent RIAs managing a minimum of 100 million AUM only.
Meet The Speakers
Andy Schwartz
CEO & Managing Partner
OnePoint BFG Wealth Partners
Anora Gaudiano
Vice President
Wealthspire Advisors
Corey Hoffstein
CEO & CIO
Newfound Research
Keith Rosenthal
Co-Founder, CEO and President
Phoenix Realty Group
Kevin Moran
President, Chief Operating Officer
AlTi Tiedemann Global
Mark T. Spellman
CEO
Alpine Saxon Woods
Michael Freedman
Chairman & CEO
Lighthouse Life Capital
Sarah Mouser
Managing Director, Financial Planning
Verdence Capital Advisors