New York RIA Summit
4 May, 2023
The fourth annual New York RIA Summit is a one day meeting of 100+ independent registered investment advisors with a minimum AUM of $100 million based throughout New York 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
75 Rockefeller Plaza
Convene
pricing
Tickets
Sponsors
Group RMC
PARTNER SPONSOR
Calamos Investments
PRESENTING SPONSOR
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Sponsorship Opportunities
SPEAKERS
SPEAKERS
Michael Schwartz
Chief Executive Officer, PresidentMagnus Financial Group
Ted Katramados
Director, Associate Portfolio ManagerTAG Associates
Connor Darrell
Assistant Vice President, InvestmentsWealthspire Advisors