RIA Summit 2024- Ohio | Portfolio Summits | 6 June 2024 | 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 6 EDT (6 months ago) |
| Location |
Le Méridien Columbus, The Joseph
620 N High St, Columbus, OH 43215, USA |
| Region | Americas |
Details
It is a one day meeting of 100+ independent registered investment advisors with a minimum AUM of $100 million based across the state of Ohio. 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.
Sponsors & Partners
2024 Sponsors and Partners
PRESENTING SPONSOR:
• Thorofare Capital
SPONSORS:
• CNL® Kesolute Investment Managers
• Convexitas
• Nuveen (A TIAA Company)
• Coastal Ridge
• Goldman Sachs
• ArdLussa Capital
• CFM Insight.Data.Clarity
• Shelton Capital Management
• Elmtree Funds Private Equity Real Estate
• Redwood Apartment Neighborhoods
• Quants
PARTNERS:
• CFP (Certified Financial Planner)
• TH Our Partners
• Investments & Wealth Institute