Southeast RIA Summit
4 October, 2022
The annual Southeast RIA Summit is a one day meeting of more than one hundred registered investment advisors based across Georgia and its surrounding states. Our audience gathers to focus on opportunities and risk in equities, fixed income, alternatives and more. As we recover from the Covid-19 pandemic there has never been a more important time to exchange ideas face-to-face and build industry and community.
Portfolio Summits content is built by and for Registered Investment Advisors and includes dedicated discussions of investment topics as well as practice management, M&A and diversity, staffing and culture within the Financial Advisory industry.
Venue
Venue Location
3300 Lenox Rd NE, Atlanta, GA 30326
JW Marriott Atlanta Buckhead, Atlanta, GA
pricing
Tickets
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SPONSORS
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SPEAKERS
SPEAKERS

Matt Dattilo
Partner, Managing DirectorAltera

David Damiani
Deputy Chief Investment OfficerBalentine

Qian Zhang
DirectorBaillie Gifford

Lisa Brown
PartnerBrightworth

Eddie Phillips
Director, Private InvestmentsHeritage Wealth Advisors

Tony Welch
Director of InvestmentsSignatureFD

Michael Nix
Chief Investment OfficerVerity Investment Partners