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
Hatteras Investment Partners
PARTNER SPONSOR
Calamos Investments
PRESENTING SPONSOR
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Sponsorship Opportunities
SPEAKERS
SPEAKERS
Michael Stafford, CFA
Managing Director, Director of Fixed Income InvestmentASB Capital Management
John Donovan CFA
Managing Director, Private Wealth SolutionsBlackstone Group
Joe Cusick
Vice President, Portfolio SpecialistCalamos Investments
Robert Shaw
Investment Consultant & Director of TechnologyCarolinas Investment Consulting
Svetlana Loshakov
Senior Managing Director, Head of Investment OfficeClearstead
Folashade Abiola-Banjac
Principal - Fraud & Forensic Investigations & Litigation(CLA) CliftonLarsonAllen
Shellie Peters
Principal, Senior Wealth AdvisorThe Colony Group
Philip Chao
Chief Investment OfficerExperiential Wealth
Mike Bailey
Director of ResearchFBB Capital Partners
Jasmine Lambert
VP of Client ExperienceFellows Financial Group, a Wealthcare Company
David Perkins, CAIA
Chief Executive Officer & Co-FounderHatteras Investment Partners
Carol Petrov
Vice President and Senior Relationship ManagerKendall Capital Management
Sarah Baker
Senior Financial PlannerThe Mason Companies
Joe Daigle, CFEI
Chief Executive OfficerMallard Financial Partners
Noreen Miyake-Char
Director of Investment Portfolio ManagementThe Monitor Group
Joshua Olds
Partner & Portfolio ManagerNew Potomac Partners
Bruce Lavine
Chief Executive OfficerNightshares
Timothy Calkins
Co-Chief Investment OfficerNottingham Advisors
Greg Marcy
Vice President, Alternative Investments DistributionNuveen
James Hodapp
Senior Vice President, Portfolio SpecialistSpectrum Asset Management
Scott Purtiz
Managing Director, Investment Committee MemberRebalance
Blake Millard, CFA
Vice President, Director of InvestmentSandbox Financial Partners
Jack Mahoney
Vice President, Client AdvisorSimon Quick Advisors
Gregory Banasz
Managing Director, Head of Business DevelopmentSteward Partners Global Advisory
Terri Kallsen
Chief Operating OfficerWealth Enhancement Group
Steve Collins
Wealth AdvisorXML Financial Group