April 29, 2026 – April 30, 2026
8:00 AM to 6:00 PM
Arizona Biltmore
Topics
Market trends, Financial Planning, Fixed Income, Alternatives, ESG, Practice Management, 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.
Our 2-day events focus on the industry’s most compelling content.
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
Emily Barnes
VP, Institutional Business Development
Touchstone Investments
Erin Voisin, CFP®, EA, MS, CDFA®, ChFC®
Managing Director, Wealth Management Services
EP Wealth Advisors
Kelly Palmer
SVP, Strategic Partnerships
Ren
Kim Ledger
SVP of Complex Assets
Ren
Laine Schoneberger
Chief Investment Officer & Managing Partner
Yrefy
Laura Mayfield
VP & Senior Portfolio Manager
Fort Washington Investment Advisors
Lori Seaton
Head of Market Enablement
Midland Advisory
Shari Greco Reiches
Regional Director, Partner
EP Wealth Advisors
Shannon Kenska, CIMA®
Vice President
StepStone Private Wealth