Texas RIA Summit
September 21, 2023
The fifth annual Texas RIA Summit is a one day meeting of 100+ independent registered investment advisors with a minimum AUM of $100 million based across the state of Texas. 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
Venue Location
300 Reunion Boulevard
The Hyatt Regency Dallas
Sponsors
Hatteras Investment Partners
TITLE SPONSOR
Angelo Gordon
PRESENTING SPONSOR
Learn More About
Sponsorship Opportunities
SPEAKERS
SPEAKERS
Eric Silverman
Managing PartnerEastham Capital
Shad Besikof
M&A and Corporate Development DirectorExencial Wealth Advisors
Henry Pizzutello
Chief Investment OfficerHFG Wealth Management
Chris Manske, CFP®
PresidentManske Wealth Management
Lauren Ferry
Managing Director, Head of Portfolio Strategy & SolutionsNuveen
Brendan Lake
Founder, Chief Executive OfficerPPB Capital Partners
Mallon FitzPatrick, CFP®
Managing Director, Head of Wealth PlanningRobertson Stephens
Robert Gilliland, CRPC
PresidentSix Degree Wealth
Adam Recker
Managing Director, Head of EquitiesThe Maher Group