Venue
Tower Club of Dallas
Tower Club of Dallas, 1601 Elm St 48th Floor, Dallas, TX 75201, USA

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Event Date Thu Sep 15 CDT (in 8 months)
In your timezone (EST): Thu Sep 15 1:00am - Thu Sep 15 1:00am
Location Tower Club of Dallas
1601 Elm St 48th Floor, Dallas, TX 75201, USA
Region Americas
Details

The annual summit is a one day meeting of more than one hundred registered investment advisors based across the state of Texas. Our audience gathers to focus on opportunities and risk in equities, fixed income, alternatives and more. As we recover from the Covid-19 pandemic there has never been a more important time to exchange ideas face-to-face and build industry and community.

Portfolio Summits content is built by and for Registered Investment Advisors and includes dedicated discussions of investment topics as well as practice management, M&A and diversity, staffing and culture within the Financial Advisory industry.

Speakers

2022 Speaker

Victoria Greene
Chief Investment Officer, G Square Private Wealth

Sponsors & Partners

2022 Sponsors

PARTNER SPONSOR:
• Calamos Investments

SPONSORS:
• Altera
• Applied Real Intelligence
• Baillie Gifford
• Citi
• Goldman Sachs
• Nuveen
• Origin Investments
• Practifi