City Club
City Club, 555 Flower St 51st Floor, Los Angeles, CA 90071, USA

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Event Date Thu Mar 3 PST (in about 1 month)
In your timezone (EST): Thu Mar 3 3:00am - Thu Mar 3 3:00am
Location City Club
555 Flower St 51st Floor, Los Angeles, CA 90071, USA
Region Americas

The annual summit is a one day meeting of more than one hundred registered investment advisors based across Southern California. 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.


2022 Speakers

Benjamin Lau
Chief Investment Officer, Apriem Advisors

Erin Voisin
Director of Financial Planning, EP Wealth Advisors

Leigh Shimamoto
Wealth Architect, Wealth Architects

Brett Winton
Director of Research, ARK Invest

JC Abusaid
President and COO, Halbert Hargrove & Co

Lynne Born
Chief Practice Officer, Aspiriant

Gina Sanchez
Chief Market Strategist, Lido Advisors

Carl Ludwigson
Director of Manager Research, Bel Air Investment Advisors

Seth Streeter
Founder and Chief Impact Officer, Mission Wealth

Sponsors & Partners

2022 Sponsors

• Resolute
• Ark Invest

• Citi
• First Eagle Investment Management
• Flagship Healthcare Properties
• Flyer Financial Technologies
• Goldman Sachs
• Group RMC
• Janus Henderson Investors
• John Hancock Investment Management
• Nuveen
• Practifi