Hyatt Regency Orlando 9801 International Dr
Hyatt Regency Orlando 9801 International Dr, 9801 International Dr, Orlando, FL 32819, United States

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Event Date Wed Oct 20 EDT (about 1 year ago)
Location Hyatt Regency Orlando 9801 International Dr
9801 International Dr, Orlando, FL 32819, United States
Region All

The annual Summit is a one day meeting of more than fifty registered investment advisors. Our audience gathers to focus on opportunities and risk in equities, fixed income and alternatives. 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.


2021 Speakers

Chadd Evans
CEO & Managing Director, Altera

Senior Director- Institutional Distribution, First Sentier

Matt DiGennaro
Founder and CEO, SWM Advisors

Jonathan Bauman
Vice President, Senior Client Portfolio Manager, American Century

Kevin Docknell, CFA
Institutional Portfolio Manager, RBC Global Asset Management

Sheila Ryan
Managing Director of Operations, The Colony Group

eStone Wealth
Kenneth Polcari
Chief Market Strategist, Consultant, SlateStone Wealth

Brett Orvieto
Managing Partner, Dakota Wealth Management

Ed Coyne
Senior Managing Director, Global Sales, Sprott Asset Management

Sponsors & Partners

2021 Sponsors

• altera
• American century Investments
• First Sentier Investors
• Goldman Sachs
• GroupRMC
• Sprott
• Global Asset Management