Washington DC RIA Summit

8 February, 2023

The second annual Washington DC RIA Summit is a one day meeting of 100+ independent registered investment advisors based throughout the metro DMV area 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. Joins us as we build industry and community.

Venue

Venue Location

1331 Pennsylvania Avenue NW, Washington, DC 20004

JW Marriott Washington, DC

pricing

Tickets

Sponsors

Calamos Investments

PRESENTING SPONSOR

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Sponsorship Opportunities

    SPEAKERS

    SPEAKERS

    Philip Chao

    Chief Investment Officer

    Experiential Wealth

    Mike Bailey

    Director of Research

    FBB Capital Partners

    Carol Petrov

    Vice President and Senior Relationship Manager

    Kendall Capital Management

    Joshua Olds

    Partner & Portfolio Manager

    New Potomac Partners

    Timothy Calkins

    Co-Chief Investment Officer

    Nottingham Advisors

    Contact

    Contact Us

    Location:

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

    Call:

    (718)-513-8049