September 24, 2026
8:00 AM to 6:00 PM
Tower Club Dallas
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.
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Meet The Speakers
Aaron Ploscowe
Director of Sales
Advanced Asset Management Advisors, Inc.
Aoifinn Devitt
Managing Director- Global Wealth
Moneta Group
Clayton Hagerman
Managing Partner & CEO
Gated Rentals
Fritz Mowery
Chief Executive Officer
Mowery Capital Management
Greg Hutto
Founder & CEO
Heritage Retirement Advisors
James Nieuwland, CFA
Portfolio Manager
Macquarie Asset Management
Jason Morton
Director, Wealth Management
Vaquero Private Wealth
John Bullman, CFA, CAIA
Chief Investment Officer
Balefire Wealth
Marco Rodriguez
Co-Chief Investment Officer, Director of Research
Lee Financial
Michael Ziobrowski, CFA, CAIA
Managing Director
Barings
Mike Perkins CIMA
SVP, Private Equity Specialist
Voya Investment Management
Miller Bentley
Director, Senior Financial Advisor
LGT Financial Advisors
Susan Sylvest
Chief Investment Officer, Founding Partner
Murphy & Sylvest