Midwest RIA Summit

23 March, 2023

The third annual Midwest RIA Summit is a one day meeting of 100+ independent registered investment advisors based throughout Illinois 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. Joins us as we build industry and community.

Venue

Venue Location

233 S Wacker Dr 67th Floor, Chicago, IL 60606

The Metropolitan

pricing

Tickets

Sponsors

GROUP RMC

PARTNER SPONSOR

Calamos Investments

Presenting Sponsor

Learn More About

Sponsorship Opportunities

    SPEAKERS

    SPEAKERS

    Keith Cardoza

    Chief Investment Officer

    Brownson, Rehmus & Foxworth

    Steven Dudash

    President and Financial Advisor

    IHT Wealth Management

    Michael Furla

    Managing Director, Head of Fixed Income

    The Mather Group

    Rick Fradin

    Partner

    Chicago Capital LLC

    Yonhee Gordon

    Principal and COO

    JMG Financial Group

    Shari Reiches

    Founding Principal

    Rappaport Reiches Capital Management

    Kevin Rice

    Investment Analyst

    TC William Partners

    Nicole Romito

    Partner

    Private Vista

    Shana Orczyk Sissel

    Director of Invesments

    Cope Corrales

    Contact

    Contact Us

    Location:

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

    Call:

    (718)-513-8049