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Event Date |
Tue Jan 16 PST (11 months ago)
In your timezone (EST): Tue Jan 16 3:00am - Tue Jan 16 3:00am |
Location |
SLS Hotel, a Luxury Collection Hotel, Beverly Hills
465 La Cienega Blvd, Los Angeles, CA 90048, USA |
Region | Americas |
It is a one day meeting of 100+ independent registered investment advisors with a minimum AUM of $100 million based throughout southern California 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. Join us as we build industry and community.
2024 Speaker
Cory Persson
Director of Investments, Axxess Wealth Management
2024 Sponsor
• W Financial