Pyramid Club Philadelphia
Pyramid Club Philadelphia, 1735 Market St 52nd Floor, Philadelphia, PA 19103, USA

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Event Date Wed Jun 15 PDT (in 5 months)
In your timezone (EST): Wed Jun 15 3:00am - Wed Jun 15 3:00am
Location Pyramid Club Philadelphia
1735 Market St 52nd Floor, Philadelphia, PA 19103, 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

Alexis Budge
Executive Vice President, Director of Investor Relations, Flagship Healthcare Properties

Sam Korus
Analyst, Ark Invest

Sponsors & Partners

2022 Sponsors

• Altera
• Flagship Healthcare Properties
• Goldman Sachs
• Janus Henderson Investors
• Nuveen
• Resolute Investment Managers
• SS&C Alps Advisors