October 30, 2024

8:00 AM to 6:00 PM

Topics

Market trends, Fixed Income, Alternatives, ESG, Women in Wealth, Practice Management, M&A and more.

About This Event

Portfolio Summits RIA 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.

Sponsorship opportunities are available for Asset Managers and Service Providers.

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Our Partners And Sponsors

Presenting Sponsor
calamos investments (1)
THIS ONE logo resize portfolio (300 x 120 px) (2)
Sponsors
archway
doubleline (13)
doubleline
THIS ONE logo resize portfolio (300 x 120 px) (4)
logo resize portfolio (300 x 120 px) (25)
SHOPOFF Logo 4C w-tag CMYK
Crow Holdings (1)
Our Partners
CFP Credit
CIMA
Location

Hotel Colee

3377 Peachtree Rd NE, Atlanta, GA 30326
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Finance Leaders

Meet The Speakers

Rick Weissinger

Chief Marketing and Communications Officer
Moneta

Tony Welch, CFA, CFP®, CMT

Chief Investment Officer
SignatureFD

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About This Event

We look forward to hearing from you!

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