Los Angeles RIA Summit

January 16th, 2024

The fifth annual Los Angeles RIA Summit is a one day meeting of 100+ independent registered investment advisors with a minimum AUM of $100 million based throughout southern California and its neighboring states. Our audience gathers for a day of insightful panel discussions, presentations, Q&A, and over two hours of networking.

Portfolio Summits 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. Join us as we build industry and community.

Venue

Venue Location

465 La Cienega Blvd. Los Angeles, CA

SLS Hotel, a Luxury Collection Hotel, Beverly Hills

pricing

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    SPEAKERS

    SPEAKERS

    Brett Graffy

    Managing Director, Private Credit Account Name

    Aksia

    Cory Persson

    Director of Investments

    Axxess Wealth Management

    Michael Messinger

    Managing Partner, Portfolio Manager

    Redwood Investment Management

    Cory Johnson

    Co-Fonder, Chief Executive Officer

    Pender Capital

    Contact

    Contact Us

    Location:

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

    Call:

    tel: (347)-613-3730