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

Learn More About

Sponsorship Opportunities

    SPEAKERS

    SPEAKERS

    Michael Schwartz

    Chief Executive Officer, President

    Magnus Financial Group

    Ted Katramados

    Director, Associate Portfolio Manager

    TAG Associates

    Connor Darrell

    Assistant Vice President, Investments

    Wealthspire Advisors

    Contact

    Contact Us

    Location:

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

    Call:

    (718)-513-8049