Northern California RIA Summit

11 October, 2023

The second annual Northern California RIA Summit is a one day meeting of 100+ independent registered investment advisors with a minimum AUM of $100 million based across Northern 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

625 El Camino Real, Palo Alto, CA 94301

Sheraton Palo Alto Hotel

Pricing

Tickets

Sponsors

Calamos Investments

Presenting Sponsor

Learn More About

Sponsorship Opportunities

    Eric Silverman

    Managing Partner

    Eastham Capital

    Lauren Ferry

    Managing Director, Head of Portfolio Strategy & Solutions

    Nuveen

    Contact

    Contact Us

    Location:

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

    Call:

    tel:(646)-662-5623

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