Colorado RIA Summit
29 November, 2022
The inaugural Denver RIA Summit is a one day meeting of more than one hundred registered investment advisors based across Colorado. Our audience gathers to focus on opportunities and risk in equities, fixed income, alternatives and more. As we recover from the Covid-19 pandemic there has never been a more important time to exchange ideas face-to-face and build industry and community.
Portfolio Summits content is built by and for Registered Investment Advisors and includes dedicated discussions of investment topics as well as practice management, M&A and diversity, staffing and culture within the Financial Advisory industry.
1881 Curtis Street, Denver, CO 80202
The Ritz- Carlton, Denver, CO
Learn More About
Jeffrey ThompsonPartner and President
ATX Venture Partners
Tim PartridgeHead of Research
Nathan HowardChief Operating Officer & Chief Compliance Officer
Private Capital Management
Caroline EdwardsEdwards, Senior Investment Director, Team Leader - Equities
Elizabeth ShabakerChief Executive Officer
Versant Capital Management