The Convene
The Convene, 237 Park Ave, New York, NY 10017, USA

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Event Date Thu Apr 14 EDT (in 3 months)
Location The Convene
237 Park Ave, New York, NY 10017, USA
Region Americas

The annual summit is a one day meeting of more than one hundred registered investment advisors based across the NYC Metro area. 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 Speaker

Alexandra Urman
Analyst, Ark Invest

Sponsors & Partners

2022 Sponsors

• Altera
• Citi
• Flyer Financial Technologies
• Goldman Sachs
• Group RMC
• Nuveen
• Practifi
• Putnam Investments
• Resolute Investment Managers
• SS&C ALPS Advisor