September 9, 2026 – September 10, 2026
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 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.
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Independent RIA Registration
Complimentary registration is reserved for Independent RIAs managing a minimum of 100 million AUM only.
Service Provider Registration
Admission to the event.
Access to all summit panels and presentations.
Admission to Happy Hour!
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
Kristin Dacey
Chief Investment Officer, Real Estate & Alternatives
Bulltick Financial Services
Shannon Eusey
Chairman, Co-Founder
Beacon Pointe Advisors
Richard Brekka
CEO
Second Alpha Partners