Texas RIA Summit
21
Sep
-
21
Sep
2023
When
Dallas

USA
Where

The fifth annual Texas RIA Summit is a one day meeting of 100+ independent registered investment advisors with a minimum AUM of $100 million based across the state of Texas. 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.

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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.

21 - 21 Sep 2023
In-Person

Speakers and Delegates
Industry Experts and Thought Leaders

Managing Partner
M&A and Corporate Development Director
Chief Investment Officer
Founder, Chief Executive Officer
Managing Director, Head of Portfolio Strategy & Solutions
Managing Director, Head of Equities
Managing Director and Senior Wealth Advisor
Managing Director, Principal, Head of Wealth Planning

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.

CAIS

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

Yrefy, LLC

Yrefy, LLC is a national specialty consumer finance lender, focusing explicitly on distressed private student loans. Our proprietary credit and risk tolerance model allows us to lend to the underserved, lower credit tranches.

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.

Calamos Investments

Calamos Investments is a diversified global investment firm offering innovative investment strategies including alternatives, multi-asset, convertible, fixed income, and equity.

Redbrick LMD

Redbrick LMD is a community-minded developer, owner and asset manager of high-impact real estate who creates environmentally sustainable buildings and dynamic urban neighborhoods that reflect the way people want to live, work and play in the coming d

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.

Hines

Hines is a global real estate investment, development and property manager. The firm was founded by Gerald D. Hines in 1957 and now operates in 30 countries. We manage nearly $96B in high-performing assets across residential, logistics, retail, offic

Fundstrat Global Advisors

Fundstrat Global Advisors is an independent research and advisory firm specializing in financial market analysis and strategy. They provide insights, forecasts, and investment recommendations to institutional investors, hedge funds, and asset manager

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