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.
123 S West Shore Blvd 8th Floor, Tampa, FL 33609
The Centre Club, Tampa, FL
Learn More About
Cathie WoodChief Executive Officer and Chief Investment Officer
Alexis BudgeExecutive Vice President, Director of Investor Relations
Flagship Healthcare Properties
Patrick BaumannChief Investment Officer
FourThought Private Wealth
Chris GalipeauSenior Market Strategist