The Carolinas RIA Summit

22 September, 2022

The annual Carolinas RIA Summit is a one day meeting of more than one hundred registered investment advisors based across North and South Carolina. Our audience gathers to focus on opportunities and risk in equities, fixed income, alternatives and more. As we recover from the Covid-19 pandemic there has never been a more important time to exchange ideas face-to-face and build industry and community.

Portfolio Summits content is built by and for Registered Investment Advisors and includes dedicated discussions of investment topics as well as practice management, M&A and diversity, staffing and culture within the Financial Advisory industry.

Venue

Venue Location

5501 Carnegie Blvd, Charlotte, NC

Charlotte Renaissance SouthPark, in Charlotte, NC

pricing

Tickets

Complimentary Independent RIA Admission

SPONSORS

Learn More About

Sponsorship Opportunities


    SPEAKERS

    SPEAKERS

    Matt Dattilo

    Partner, Managing Director

    Altera

    Ulrike Miles

    Strategic Philanthropy Lead

    Kingfisher Capital LLC

    Contact

    Contact Us

    Location:

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

    Call:

    (718)-513-8049