City Club of Washington
City Club of Washington, 555 13th St NW, Washington, DC 20004 USA

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Event Date Tue May 10 PDT (in 4 months)
In your timezone (EST): Tue May 10 3:00am - Tue May 10 3:00am
Location City Club of Washington
555 13th St NW, Washington, DC 20004 USA
Region Americas

The annual summit is a one day meeting of more than one hundred registered investment advisors based within Washington DC and the surrounding states. 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.


2022 Speaker

Alexis Budge
Executive Vice President, Director of Investor Relations, Flagship Healthcare Properties

Sponsors & Partners

2022 Sponsors

• Altera
• Baillie Gifford
• Citi
• Goldman Sachs
• Flagship Healthcare Properties
• Nuveen
• Putnam Investments
• SS&C Alps Advisors

• Calamos Investments