Southeast RIA Summit 2018 | IC Summits | 7 November 2018 | The Commerce Club, 191 Peachtree Street NE, 49th Floor, Atlanta, GA 30303, USA

The Southeast RIA Summit is a gathering of independent RIAs to discuss investment strategy, global trends and best practices in compliance, technology and RIA M&A.

The Southeast RIA Summit agenda is designed in collaboration with regional, national and international Investment Advisors.

The topics discussed throughout the day provide you with the platform to reach your business development goals and take your strategy to the next level.

2018 Speakers

Ardavan Mobasheri
Managing Director, ACIMA Private Wealth

Alexander Campbell
Co-Founder, A.G. Campbell Advisory LLC

Adam Oerther
Investment Manager, B&C Financial Advisors

Warren Barnett
President, Barnett & Company

Mark Buffington
Co-founder, Managing Director, Buckhead Investment Partners, LLC

Leo Chen
Portfolio Manager & Quantitative Strategist, Cumberland Advisors

David Canter
Executive Vice President, Head of RIA Segment, Fidelity Investments

Drew Tignanelli
President, The Financial Consulate, Inc.

Brian Fricke
CEO, Financial Management Concepts

Norman Darden
Sr. Portfolio Manager, Principal, Flippin, Bruce & Porter Investment Counsel

Todd Jones
Director of Investments, Gratus Capital

Eileen O'Connor
CEO & Co-Founder, Hemington Wealth Management

Ramsey Bova
President, Moneywatch Advisors

Kyra Morris
Owner, Morris Financial Concepts, Inc.

Allen Giesse
President, Northstar Financial Planners, Inc

Alan Conner
President, NovaPoint Capital LLC

Randy Martin
Founder & Managing Partner, Sunburst Financial

Nicholas Haffenreffer
Principal & Portfolio Manager, Torray LLC

Ann Benjamim Zuraw
President, Zuraw Financial Advisors

2018 Sponsors

• Aristotle
• Diamond Hill
• Franklin Templeton Investments
• GoldSachs
• Griffin Capital securities
• hancock Horizon Funds
• Hidden Levers
• Invesco
• Manning & Nappier
• New York Life
• Payden Mutual Funds
• Riskalyze
• Torray LLC
• Transamerica
• UBS
• Victory Capital