Ria Summit 2024 - Midwest | Portfolio Summits | 3 April 2024 | Radisson Blu Aqua Hotel, 221 N Columbus Dr, Chicago, IL 60601, USA

It is a one day meeting of 100+ independent registered investment advisors based throughout Illinois 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.

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

2024 Speakers

Jacqueline Campbell
President and Chief Executive Officer, Alexander Legacy Private Wealth Management

William Shannon
Director of Strategic Growth, Altair Advisers

William Shannon
Director of Strategic Growth, Altair Advisers

Michael Mask
VP Client Success, Aqueity

Eduardo Repetto
CIO, Avantis Investors

Allen Wallace
Chief Investment Officer and Founding Partner, Basepoint Wealth

Michael Dow
Chief Investment Officer, Beacon Pointe Advisors

Landis Wiley
Director of Business Development and Founding Partner, Basepoint Wealth

Mike Poggi
Portfolio Manager, Brown Advisory

Rick Fradin
Partner, Chicago Capital

Scott DeMaagd
Chief Investment Officer and Partner, CapTrust Financial Advisors

Eva Greene
Director of Client Experience, Cresset

Megan Lepman
Associate Director, Wealth Planner, Cresset

Henry Hunt
Associate Director, Investment Strategy, Cresset

Andrea Darden
President and Chief Executive Officer, Darden Wealth Group

Samantha Lee
Vice President, Goldman Sachs

Jason Geisz
Chief Executive Officer and Founder, Famiglia Wealth

Andrea Costa
Vice President of Financial Planning, Horan Wealth Management

Yussef Gheriani
Director of Investments, IHT Wealth Management LLC

Kevin Rice
Senior Investment Strategist, HTTC Wealth Partners

Yonhee Gordon
Principal and Chief Operating Officer, JMG Financial Group

David Currier
Wealth Advisor, Mercer

Josh Pilson
Director, Systems Integration, Kovitz

Adi Mackic
Senior Client Portfolio Manager, Man Group AHL

Jana Gregorek
Director of Talent Acquisition, Moneta

Tiffany Irving
Senior Vice President, Wealth Advisor, Wealth Management, Mesirow

Paul Nolte
Senior Wealth Advisor and Market Strategist, Murphy & Sylvest Wealth

Cory Johnson
Co-Founder, Chief Executive Officer, Pender Capital

Chris Nemes
Partner, Nemes Rush Family Wealth Management

Vincent Harambasic, III
Principal and Senior Wealth Manager, Pinnacle Financial Group

Adrian Johnstone
Chief Executive Officer, Practifi

Dave Levine
Investment Specialist, Polen Capital

James Langer
Chief Investment Officer, Redmont Wealth Advisors

Jeremy Enos
Director, M&A and Corporate Development, The Mather Group

Michael Garrison
Director of Investments & Wealth Advisor, Strategic Wealth Partners

Brian Taylor
Director of Engineering, The Mather Group

Ilya Zlotnik
Partner and Wealth Advisor, Vivaldi Capital Management

Robert Worthington
Head of Investor Relations, Thorofare Capital

Nancy Hughes
Chief Operating Officer and Managing Partner, Waypoint Capital Advisors

Cameron Croy
Director, Walker and Dunlop

2024 Sponsors

PRESENTING SPONSORS:
• Thorofare Capital
• Avantis Investors

SPONSORS:
• Aqueity
• Brown Advisory Thoughtful Investing
• CNL
• Flyer Financial Technologies
• Goldman Sachs
• Hines Securities
• IMTC
• Pender Capital
• Polen Capital
• Practifi
• Kesolute Investment Managers
• Shopoff Realty Investments
• W&D Investment Partners