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.
465 La Cienega Blvd. Los Angeles, CA
SLS Hotel, a Luxury Collection Hotel, Beverly Hills
Learn More About
Brett GraffyManaging Director, Private Credit Account Name
Cory PerssonDirector of Investments
Axxess Wealth Management
Michael MessingerManaging Partner, Portfolio Manager
Redwood Investment Management
Cory JohnsonCo-Fonder, Chief Executive Officer