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

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    SPEAKERS

    SPEAKERS

    David Damiani

    Deputy Chief Investment Officer

    Balentine

    Qian Zhang

    Director

    Baillie Gifford

    Lisa Brown

    Partner

    Brightworth

    Joe Cusick

    Vice President, Portfolio Specialist

    Calamos Investments

    Sarah Moore

    Director

    Donaldson Capital Management

    Steven Oblack

    Senior Client Portfolio Manager, Executive Director

    FS Investments

    Eddie Phillips

    Director, Private Investments

    Heritage Wealth Advisors

    Nick Childs

    Portfolio Manager | Securitized Products Analyst

    Janus Henderson

    Michael Nix

    Chief Investment Officer

    Verity Investment Partners

    Thomas Russell

    Director of Fixed Income

    Narwhal Capital Management

    Kirk Wilkerson

    Partner/ Managing Director

    Merit Financial Advisors

    Taylor Tapousis

    Investment Product Analyst, Global Investment Strategies

    Putnam Investments

    Contact

    Contact Us

    Location:

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

    Call:

    (718)-513-8049