Florida RIA Summit

7 December, 2022

The third annual Florida RIA Summit is a one day meeting of 100+ registered investment advisors based throughout Florida. Our audience gathers for a day of panel discussions, presentations, Q&A, and networking. Topics focus on the 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 general trends within the Financial Advisory industry.

Venue

Venue Location

123 S West Shore Blvd 8th Floor, Tampa, FL 33609

The Centre Club, Tampa, FL

pricing

Tickets

Complimentary Independent RIA Admission

PARTNER

PARTNER SPONSOR

SPONSORS

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Sponsorship Opportunities


    SPEAKERS

    SPEAKERS

    Cathie Wood

    Chief Executive Officer and Chief Investment Officer

    ARK Invest

    Alexis Budge

    Executive Vice President, Director of Investor Relations

    Flagship Healthcare Properties

    Patrick Baumann

    Chief Investment Officer

    FourThought Private Wealth

    Chris Galipeau

    Senior Market Strategist

    Putnam Investments

    Contact

    Contact Us

    Location:

    Incomm Summits 27 E 28th St, 8th Floor, New York, NY 10016

    Call:

    (718)-513-8049