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 Partner

    Eastham Capital

    Shad Besikof

    M&A and Corporate Development Director

    Exencial Wealth Advisors

    Henry Pizzutello

    Chief Investment Officer

    HFG Wealth Management

    Chris Manske, CFP®

    President

    Manske Wealth Management

    Lauren Ferry

    Managing Director, Head of Portfolio Strategy & Solutions

    Nuveen

    Brendan Lake

    Founder, Chief Executive Officer

    PPB Capital Partners

    Mallon FitzPatrick, CFP®

    Managing Director, Head of Wealth Planning

    Robertson Stephens

    Robert Gilliland, CRPC

    President

    Six Degree Wealth

    Adam Recker

    Managing Director, Head of Equities

    The Maher Group

    Contact

    Contact Us

    Location:

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

    Call:

    tel:(646)-662-5623