The Carolinas RIA Summit

Date – TBD June 2023

The second annual Carolinas RIA Summit is a one day meeting of 100+ independent registered investment advisors based across North and South Carolina. 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.