Los Angeles RIA Summit 2023 | Portfolio Summits | 19 January 2023 | City Club LA, 555 Flower St 51st Floor, Los Angeles, CA 90071, USA

This 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.

2023 Speakers

Lindsey Woodward, CFP
Co-Chief Investment Officer, Abacus Wealth Partners

Dick Pfister, CAIA
Chief Executive Officer, Founder, AlphaCore Wealth Advisory

Benjamin Lau, CFA
Chief Investment Officer, Principal, Apriem Advisors

Michael Dow, CAIA, CFA
Chief Investment Officer, Beacon Pointe Advisors

Judith Lu
Founder, Chief Executive Officer, Blue Zone Wealth Advisors

Matthew Celenza
Founder, Chief Executive Officer, Boulevard Family Wealth

Maurice Rabbenou
Senior Vice President, Products & Distribution, CAIS

Meb Faber
Co-Founder, Chief Investment Officer, Cambria Investment Management

Alyssa Phillips
Vice President of Operations, Centura Wealth Advisory

Christopher Ballard, CFP
Managing Director, Check Capital Management

Trevor Bush, MBA, CFP
Vice President, EP Wealth Advisors

Fernando Reyes, MBA, CFP, ChFC
Wealth Advisor, EP Wealth Advisors

Christopher Toumajian, CPA
Chief Financial Officer, EP Wealth Advisors

Kyle Clark, CDAA
Investment Advisor, Gerber Kawasaki Wealth & Investment Management

Todd Williams
Chief Investment Officer, Grubb Properties

Chris Sullivan
Regional Vice President Marketplace Sales, Halo Investing

Heath Goldman
President, Chief Executive Officer, ICON Wealth & Legacy Partners

Bradford Hixson
Managing Director, Mergers & Acquisitions, Lido Advisors

Dominique Langerman, MPA
Vice President, Wealth Advisor, Lido Advisors

Antonia Burchman
Director of Growth, Miracle Mile Advisors

Bruce Lavine
Chief Executive Officer, NightShares

Dryden Pence
Chief Investment Officer, Pence Wealth Management

Tom Westhoff
Vice President, Sales, Practifi

Eric Knauss, CFA
President, Chief Investment Officer, Proteus

Erik Ridgley, CFA
Chief Executive Officer, Chief Investment Officer, Salem Partners Wealth Management

David Goerz
Chief Executive Officer, Chief Investment Officer, Strategic Frontier Management

Nina Hajjar, CFP
Partner, Wealth Advisor, Stratos Wealth Partners

Eric Field, CFP, CIMA
Partner, Western Divisional President, Steward Partners Global Advisory

Rob Luna, AIF, MBA
Chief Executive Officer, Real Talk Capital

Letitia Berbaum, AIF
Chief Operating Officer, Wealth Advisor, The Zandbergen Group

Jason Kjellson
Executive Vice President, Versity Invest

Laine Schoneberger
Chief Investment Officer, Managing Partner, Yrefy

2023 Sponsors and Partners

PARTNER SPONSOR:
• Group RMC

PRESENTING SPONSOR:
• Calamos | Aksia

SPONSORS:
• Grubb Properties
• Halo
• Hamilton Lane
• Nightshares
• Practifi
• Proteus
• The William Warren Group
• Versity
• Yrefy
• Breckinridge Capital Advisors
• CAIS
• Causeway Risk Lens
• CNL