Texas RIA Summit 2018 | IC Summits | 13 September 2018 | Hilton Anatole, 2201 N Stemmons Fwy, Dallas, TX

The Texas 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 Texas 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

James Adams
Founder, Adams Wealth Management

Thomas Villalta
Managing Partner & Chief Investment Officer, Austin 180 Advisory Group, LLC

Matt P. Egenes
Managing Director, Client Portfolio Manager, Barrow, Hanley, Mewhinney & Strauss

Frank Beck
President & Chief Portfolio Manager, Beck Capital Management LLC

Erin Botsford
CEO & Founder, Botsford Financial

Janet Briaud
Chief Investment Officer, Partner, Briaud Financial Advisors

Bill Carter
CEO & Founder, Carter Financial Management

Mike Rome
CEO, Chilton Capital Management

Justin J. Pawl
Partner, Chief Investment Officer, Covenant Multifamily Offices

David Diesslin
Chairman & Founder, Diesslin Group

Hannah Moore
Owner, Guiding Wealth Management

Gloria Homans
Owner, Homans & Associates

Kyle Noack
Managing Director, KMH Wealth Management

Richard Lee Jr.
CEO & Founder, Lee Financial

Joseph Birkofer
Partner, Legacy Wealth Management

Fritz Mowery
President, Mowery Capital Management

Tim Nichols
President, Nichols Wealth Management

Christopher D. Long
President, Portfolio Manager & Founder, Palmer Square Capital Management

Alison Comstock Moss
CEO. Paul Comstock Partners

Kimberly Pauley
Principal, Pauley Financial

Jacob Mcclure
Partner, The Personal Wealth Coach

Henry Pizzutello
Chief Investment Officer, Rhame & Gorrell Wealth Management

David C. Wright, J.D.
Co-Founder, Managing Director & Co-Portfolio Manager, Sierra Mutual Funds

Pam Friedman
Partner, Silicon Hills Wealth Management

Brooks Slaughter
President & CEO, Slaughter Associates

Daniel Chen
Founder & Managing Partner, TKC Advisors

Dhruv Maniktala
Vice President, Director of Global Investment Strategy, True North Advisors

William Riley
Chief Executive Officer, Chief Compliance Officer, Riley Wealth

Jared Jameson
Vice President & CIO, WJ Interests

Joshua Wilson
Partner - Chief Investment Officer, Worthpointe

2018 Sponsors

• Allianz
• Columbia Threadneedle
• Franklin Templeton Investment
• Golman Sachs
• Hidden Levers
• Janus Henderson
• John Hancock
• Orion
• Palmer Square
• SIERRA
• State Street Global Advisors SPDR
• Swan Global
• Tortoise
• Transamerica
• TrueNorth Networks
• Vanguard