RIA Summit 2024 - Washington | Portfolio Summits | 5 February 2024 | Hamilton Hotel DC, 1001 14th St NW, Washington, DC 20005, USA
Venue
Hamilton Hotel DC
Hamilton Hotel DC, 1001 14th St NW, Washington, DC 20005, USA
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| Event Date |
Tue Feb 6 AST (10 months ago)
In your timezone (EST): Mon Feb 5 11:00pm - Mon Feb 5 11:00pm |
| Location |
Hamilton Hotel DC
1001 14th St NW, Washington, DC 20005, USA |
| Region | Americas |
Details
This event is a one day meeting of 100+ independent registered investment advisors based throughout the metro DMV area 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.
Speakers
2024 Speakers
Philip Chao
Chief Investment Officer, Experiential Wealth
Mike Bailey
Director of Research, Investment Committee Chair, FBB Capital Partners
Noreen Miyake-Char
Director of Investment Portfolio Management, The Monitor Group
Rachael DeCosta
Vice President, Wealth Advisor, Sanbox Financial Partners
Jeffrey Gonyo
Head of Recruiting Divisional President, Founding Partner, Wealth Manager, Steward Partners Global Advisory
Joe Breslin, CFP
Partner, Armstrong Dixon
Debby Dunham
Manager, The Colony Group
Craig Asher
Managing Director, OMX Ventures
Svetlana Loshakov
CFA, Head of Investments and Senior Managing Director, Clearstead
Joseph Wilkinson
Vice President – Managing Director, Westbourne Investment Advisors
Mark Ring
Managing Partner & Wealth Advisor, Jacob William Advisory
Dwight Dunton
Founder, CEO and CIO, Bonaventure
Blake Lynch
Head of Sales, IMTC
Cory Johnson
Co-Founder, Pender Capital
Micheal Meehan
Managing Director, Portfolio Strategist, Nuveen
Kayla Kennelly
Vice President – Global Markets Division, Goldman Sachs
Caitlin Gerdes
Director, Product Specialist, GoLub Capital
Sponsors & Partners
2024 Sponsors
TITLE SPONSOR:
• Gondola
SPONSORS:
• Avantis Investors
• Bonaventure
• OMX
• IMTC
• Nuveen
• Golub Capital
• Pender Capital
• Lafayette Square
• Goldman Sachs
• Coastal Ridge
PARTNERS:
• CFP
• CIMA