September 9, 2026 – September 10, 2026

8:00 AM to 6:00 PM

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 RIA content is built by and for Independent Registered Investment Advisors focused on Alternative Investments.

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.

Asset Manager Registration

Admission to the event.

Access to all summit panels and presentations.

Admission to Happy Hour!

Our Partners And Sponsors

Presenting Sponsors
Our Partners
Location

Kiawah Island Golf Resort

1 Sanctuary Beach Dr, Kiawah Island, SC 29455

Meet The Speakers

Blair Thompson

President
Sparta Wealth Partners

Chris Pullaro

Managing Director
Apollon Catalyst

Frances Newton Stacy

Chief Investment Officer
Tuttle Wealth

Itai Abelski

CEO
10 East

Jim Carroll

Senior Wealth Advisor and Portfolio Manager
Ballast Rock Private Wealth

Ken Carpenter

President & Chief Investment Officer
Madison Capital Group

Kristin Dacey

Chief Investment Officer, Real Estate & Alternatives
Bulltick Financial Services

Michael Remigino

Senior Managing Director, Head of the Private Client Group
Graham Capital Management

Paul C. Bennett

President
AAA Storage

Richard Brekka

CEO
Second Alpha Partners

Shannon Eusey

Chairman, Co-Founder
Beacon Pointe Advisors

Stephen Burch

CFO
Bonaventure

Thomas Jędrej

Chief Wealth Strategist
Benchmark Financial

Get More Information
About This Event

We look forward to hearing from you!

This field is hidden when viewing the form
This field is hidden when viewing the form