Venue
Convene
Convene, 75 Rockefeller Plaza, New York, NY 10019, USA

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Event Date Thu May 4 EDT (over 1 year ago)
Location Convene
75 Rockefeller Plaza, New York, NY 10019, USA
Region Americas
Details

This fourth annual summit is a one day meeting of 100+ independent registered investment advisors based throughout New York and its neighboring states. Our audience gathers for a day of insightful panel discussions, presentations, Q&A, and over two hours of networking.

Portfolio Summits content is built by and for Independent Registered Investment Advisors and includes dedicated discussions of investment topics as well as practice management, M&A and general trends within investment management. Joins us as we build industry and community.