Ohio RIA Summit 2023 | Portfolio Summits | 8 June 2023 | Le Méridien Columbus, The Joseph, 620 N High St, Columbus, OH 43215, USA
Venue
Le Méridien Columbus, The Joseph
Le Méridien Columbus, The Joseph, 620 N High St, Columbus, OH 43215, USA
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| Event Date | Thu Jun 8 EDT (over 1 year ago) |
| Location |
Le Méridien Columbus, The Joseph
620 N High St, Columbus, OH 43215, USA |
| Region | Americas |
Details
This second annual summit is a one day meeting of 100+ independent registered investment advisors based throughout Ohio 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.
Speakers
2023 Speakers
Leah Foxx
Responsible Investing Analyst, 1919 Investment Counsel LLC
Lisa Bush
Vice President, Wealth Advisor, Alluvial Private Wealth
Woodrow Uible
Wealth Advisor, Principal, Bartlett Wealth Management
Jack Cooper
Director, Mergers & Acquisitions, Beacon Pointe Advisors
Kadi Simile
Vice President, Structured Solutions, SEPARATE
Todd Speed
Senior Vice President, Portfolio Specialist, Reeds Investment
Svetlana Loshakova
Senior Managing Director, Head of Investment Office, Clearstead
Jason Geisz
CEO & Founder, Wealth family
Michael Longthorne
Managing Director & Institutional Sales, Fundstrat Global Advisors
Geoffrey Hulme
Chief Investment officer, Gerber
Peter Klingelhofer
Managing Director, Investment Management, Hamilton Capital Management
David Perkins
Chief Executive Officer & Co-Founder,, Hatteras Investment Partners
Andrea Ernst
Portfolio Manager, Johnson Investment Counsel
Alex Durbin
Portfolio Manager, The Joseph Group Capital Management
John Klopp
CEO & Portfolio Manager, Klopp Investment Management
Vince Curtin
Managing Director, M&A and Corporate Development, The Mather Group
Michael Furla
Managing Director, Head of Fixed Income, The Mather Group
David Currier
Wealth Advisor, Mercer Advisors
Michael Meehan
Managing Director, Portfolio Strategist, Nuveen
Jim Spreng
Owner, Spreng Capital Management
Scott Thomas
Chief Investment Officer, TCP Asset Management
Danny Zaid
Portfolio Manager, TwentyFour Asset Management
Sponsors & Partners
2023 Sponsors
• CNL
• Fundstrat
• Hines Securities
• Nuveen
• PPB Capital Partners
• Redbrick LMD
• Twenty Four
• Yrefy
• CAIS
TITLE SPONSOR:
• Hatteras
PRESENTING SPONSOR:
• Calamos