Southeast RIA Summit

28 November, 2023

The second annual Southeast RIA Summit is a one day meeting of 100+ independent registered investment advisors with a minimum AUM of $100 million based throughout Georgia 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 Location

3377 Peachtree Rd NE, Atlanta, GA 30326

Hotel Colee, Atlanta Buckhead




Hatteras Investment Partners

Partner Sponsor

Angelo Gordon

Presenting Sponsor

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