RIA Summit 2024 - Pennsylvania | Portfolio Summits | 18 April 2024 | Le Meridien Philadelphia, 1421 Arch St, Philadelphia, PA 19102, USA

This is a one-day meeting of 100+ independent registered investment advisors with a minimum AUM of $100 million based across the country and its surround states. Our audience gathers for a day of insightful panel discussions, presentations, Q&A, and over four hours of networking.

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

This summit 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.

2024 Speakers

ADVISORY BOARDS:

Jill B. Steinberg
Managing Director, Partner, Beacon Pointe

Sarah Mouser
Director of Financial Planning, Cassaday & Company

Jack Ablin
CFA, Chief Investment Officer and Founding Partner, Cresset Asset Management

Svetlana Loshakov
Head of Investments and Senior Managing Director, Clearstead

Richard Ward
Chief Investment Officer, Curated Wealth Partners

Jason Geisz
Chief Executive Officer and Founder, Famiglia Wealth

Mike Bailey
Director of Research, Investment Committee Chair, FBB Capital Partners

Allison Dunlap
Managing Director, Harbour Capital Advisors

Ali Kemp, CFP
Chief Executive Officer and President, Financial Insights Inc

Cameron Barsness
CCO, Vice President, Kutscher Benner Barsness & Stevens

Rachael DeCosta
Vice President, Wealth Advisor, Sax Wealth Advisors

Jeffrey Gonyo
Founding Partner and Managing Director, Steward Partners Investment Advisory

Charles Failla
CFP, Founder, Chief Executive Officer, Sovereign Financial

Michael Furla
CFA, CFP, Managing Director, Head of Fixed Income, The Mather Group

SPEAKERS:

Brett Graffy
Managing Director, Private Credit, Aksia

Madeleine Sinclair
Head of Distribution, North America, Blue Owl Capital, Blue Owl Capital

Michael Sanders
Chief Investment Officer, 5C Capital Management

Michael Rosen
Chief Investment Officer, Northstar Advisory Group

Timothy Calkins
Co- Chief Investment Officer/ Director of Fixed Income, Nottingham Advisors

Michael Crook
Chief Investment Officer, Mill Creek Capital

Michael Pidhirskyj
Director of Fixed Income, Pitcairn Co

Rory O’Hara
Founder, Senior Managing Partner, Ausperity Private Wealth

Todd Wickwire
CIO, WMS Partners

Luke Lloyd
Wealth Advisor & Investment Strategist, Strategic Wealth Partners

Sheryl Kucer
Chief Operating Officer, Veris Wealth Partners

Stefan Ludlow
Partner, Chief Technology Officer, Cerity Partners

Jamie Hopkins
Managing Partner, Carson Group

Tyler Vernon
Director, Partner, Merit Financial Advisors

Lindsay DiStaso
Associate – Global Banking & Markets Division, Goldman Sachs

Patti Taylor
Advanced Solutions Specialist, Lincoln Financial Group

Dennis Morton
Founder, Principal, Morton Brown Family Wealth

Jennifer Proper
Managing Director, Pitcairn Co

Sharon Hayut
Senior Managing Director, Magnus Financial Group

Brittany Cook
Managing Director, Tiedemann Advisors

Marc Dummer
Managing Director, Portfolio Manager, Principal Asset Management

Michael Meehan, CFA
Managing Director, Portfolio Strategist, Nuveen

David Wahlen
Manager, M&A, Captrust

Paul Dunn
Executive Vice President, Bluerock Capital

Marissa Frizzell
VP Client Experience, Proteus

Ben Tercha
Chief Operating Officer, Omega Systems Consultants

April Collins
Director of Wealth Management, Sharp Financial

Jason Ray
Founder, Chief Investment Officer, Zenith Wealth Partners

Gary Diegert
Director of Investment Strategy, RiversEdge Advisors

Brian Carney
Chief Executive Officer, RiversEdge Advisors

2024 Sponsors and Partners

PRESENTING SPONSOR:
• Calamos

SPONSORS:
• Blue Owl
• Bluerock
• CNL
• Chicago Atlantic Group
• Goldman Sachs
• Lincoln Financial Distributors
• Nuveen
• Omega Systems
• Proteus
• Pender Capital
• Principal Asset Management
• Sculptor Capital Management
• Vineyard Global Advisor

PARTNER:
• CFP