Renaissance Charlotte SouthPark Hotel
5501 Carnegie Blvd, Charlotte, NC 28209, USA
The annual summit is a one day meeting of more than one hundred registered investment advisors based across North and South Carolina. 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.