Southeast RIA Summit
28
Nov
-
28
Nov
2023
When
Atlanta

USA
Where

The second annual Southeast RIA Summit is a one day meeting of 100+ independent registered investment advisors with a minimum AUM of $100 million based throughout Georgia and its neighboring states. Our audience gathers for a day of insightful panel discussions, presentations, Q&A, and over two hours of networking. Portfolio Summits content is built by and for Independent Registered Investment Advisors and includes dedicated discussions of investment topics as well as practice management, M&A and general trends within investment management. Join us as we build industry and community.

Similar Events

You May Like

Event

Portfolio Summits

0/5
(0)

Portfolio Summits has a global track record of building programs and providing educational networking opportunities for allocators and asset managers across Financial Advisory, Institutional Investment, Private Markets, and more.

28 - 28 Nov 2023
In-Person

Speakers and Delegates
Industry Experts and Thought Leaders

Chief Executive Officer, Co-Founder
Founder, Chief Executive Officer
President
Founder & CEO
Senior Managing Director
Founder and Managing Partner
Divisional President, Founding Partner & Wealth Manager
Principal
Managing Director- Portfolio Manager
Head of Financial Planning, Wealth Advisor
Managing Director, Portfolio Strategist
Director of Fixed Income
Assistant Vice President

Sponsors and Exhibitors
Brand, Media and Promotional Partners

Nuveen, a TIAA company

Nuveen is one of the world's largest asset managers, serving institutions, financial intermediaries and individual investors in more than 30 countries, providing investment expertise across the capital structure.

Citi

Citi's mission is to serve as a trusted partner to our clients by responsibly providing financial services that enable growth and economic progress.

CAIS

CAIS is the leading alternative investment platform for financial advisors who seek improved access to and education about alternative investment funds and products.

CNL Financial Group

CNL Financial Group (CNL) is a private investment management firm providing global real estate and alternative investments. Since inception in 1973, CNL and/or its affiliates have formed or acquired companies with more than $34 billion in assets.

Hatteras Investment Partners

We at Hatteras Investment Partners feel strongly that the value added is not Hatteras. We believe the true value added is the trusted Financial Advisor; be it an RIA, a Family Office or a Consulting Firm.

Angelo Gordon

We are a leading, privately-held alternative investment firm, managing approximately $52 billion across a broad range of credit and real estate strategies.

Thornburg Investment Management

Thornburg Investment Management is a privately-owned global investment firm that offers a range of multi-strategy solutions for institutions and financial advisors.

Flagship Healthcare Properties

Flagship Healthcare Properties (Flagship) is a fully-integrated outpatient healthcare real estate firm headquartered in Charlotte, NC. We serve clients throughout the Southeastern and Southern Mid-Atlantic United States offering a full range of real

Gridline Inc.

Gridline is your trusted adviser for telematics technology services & analytics. Our team is comprised of recognized experts in the transportation and telematics industry. We build strong relationships and long-term partnerships that enable us to dev

Organizer

Get emails from us

Thank you
Oops! Something went wrong