|Event Date||Thu Jun 17 EDT (over 1 year ago)|
The Emerging Advisor Summit is a virtual gathering of 100+ independent financial advisors managing between $100MM and $500MM in AUM from across the United States. This event is meant to cater to RIAs that are early in their development and poised to grow exponentially. CIO’s and other decision makers will discuss diversity in hiring, creating tech stacks, deciding on an investment philosophy, vetting potential asset managers as well as positioning for acquisition, alternatives integration, ESG considerations, compliance, emerging market opportunities and more.
Our meeting is another unique virtual gathering of financial advisors and asset management professionals, where we uncover strategies for consistent returns while supporting client needs. Scroll to learn more about speaking, sponsorship and attendance opportunities.
• City Harvest