RIA Summit 2024 - Houston | Portfolio Summits | 9 May 2024 | JW Marriott Houston Downtown, 806 Main St, Houston, TX 77002, USA

It is a one day meeting of 100+ independent registered investment advisors with a minimum AUM of $100 million based throughout Texas. Our audience gathers for a day of insightful panel discussions, presentations, Q&A, and over two hours of networking.

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. Join us as we build industry and community.

Topics:
Market trends, Fixed Income, Alternatives, ESG, Women in Wealth, Practice Management, M&A and more.

2024 Speakers

FINANCIAL THOUGHT LEADERS:

Brett Graffy
Managing Director, Private Credit, Aksia

Terry Tompkins
Director of Financial Planning, Level Four Wealth Management

Brandon Flickinger
Partner and Co-Chief Investment Officer, Bridge Investment Group

Bobby Jones, CFA
Senior Vice President, Senior Investment Advisor, 1900 Wealth

Stephen C. Browne, CFA
Director, Chief Investment Officer, Chief Compliance Officer, Paul Comstock Partners

Joshua Orton
Senior Financial Advisor, LGT Financial Advisors

Anthony Piccirelo
Senior Director, Portfolio Strategist, Nuveen

Samantha Lee
Vice President, Goldman Sachs

Chris Manske, CFP®

Jared Chase
Director of M&A and Business Development, Signature Estate and Investment Advisors

Henry Pizzutello
Chief Investment Officer, HFG Wealth Management

Kevin Lenox, CFA®, CFP®
Sr. Portfolio Manager, Avidian Wealth Solutions

Kevin Lilly
Partner, Corient

Rozmin Ajanee
Principal, Jasper Ridge Partners

Andrew Kulha, JD, CFP®
Director of Estate Strategy, Mission Wealth

Neal Wadley, CFP®, CIMA®
Director, Wealth Advisor, Linscomb Wealth

David Perkins
Chief Executive Officer, Co-Founder, Gondola Partners

Randy Newcomer
Managing Partner, President & Chief Executive Officer, Riverbend Energy Group

Joe Bredemann
Product Specialist, Associate Director, Golub Capital

Brian Cornell
Managing Director and Head of Equity, Walker & Dunlop

Freddy Garza, CFP®
Partner & Director of Wealth Planning, Endeavor Advisors

2024 Sponsors and Partners

TITLE SPONSOR:
• Gondola Partners

PRESENTING SPONSORS:
• Calamos
• Aksia

SPONSORS:
• Avantis Investors
• Bridge Investment Group
• CNL
• Golub Capital
• Goldman Sachs
• Pender Capital
• Riverbend Energy Group
• Nuveen A TIAA Company
• W&D Investment Partners

PARTNERS:
• CFP
• Investments & Wealth Institute