Centre Club - Tampa
Centre Club - Tampa, 123 S West Shore Blvd 8th Floor, Tampa, FL 33609, USA

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Event Date Wed Dec 7 EST (in 10 months)
Location Centre Club - Tampa
123 S West Shore Blvd 8th Floor, Tampa, FL 33609, USA
Region Americas

This summit is one day meeting of more than one hundred registered investment advisors based across the state. 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.

Sponsors & Partners

2022 Sponsors

• Resolute
• ARK Invest

• Citi
• Goldman Sachs
• Nuveen
• Practifi
• Putman Investments