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.
625 El Camino Real, Palo Alto, CA 94301
Sheraton Palo Alto Hotel