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The third annual Los Angeles RIA Summit is a one day meeting of 100+ independent registered investment advisors with a minimum AUM of $100 million based throughout southern California and its neighboring states. Our audience gathers for a day of insightful panel discussions, presentations, Q&A, and over two hours of networking.
Engage in panel discussions and presentations about investment management.
Discover the latest developments in investment general and M&A trends in investment management at sessions and discussions led by investment advisors.
Network with investment advisors, and get insights with Q&A sessions to upskill yourself about investment and wealth management.
Hear from VPs, presidents, and CIOs like Tom Westhoff (Practifi), Eric Knauss (Proteus), Erik Ridgley, and others about the key trends in investment.
05-06 June 2024
Join us at Insurtech Insights USA, the leading insurtech conference taking place at the prestigious Javits Center in New York on 5-6 June 2024. This event is designed to empower organizations with the knowledge, insights, and inspiration needed to ex
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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.
CAIS is the leading alternative investment platform for financial advisors who seek improved access to and education about alternative investment funds and products.
More than a CRM, Practifi is an enterprise-grade business management platform designed for high-performing financial advice firms.
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.
Hamilton Lane is an alternative investment management firm providing innovative private markets solutions to sophisticated investors around the world.
Versity Invest, LLC is a real estate investment company located in Orange County, California. Founded in 2018, the company specializes in student housing and multi-family projects across the US. With a portfolio valued at nearly $1.
Proteus is much more than an alternative/private investment platform.
NightShares ETFs are designed to capture the Night Effect, a historical source of differentiated returns and volatilities within equities, bringing new power to a range of short and long-term investing strategies.
Halo Investing is the first multi-issuer technology platform for protective investment solutions.
Grubb Properties, founded in 1963, is a vertically integrated real estate fund manager focused on the Essential Housing space through its Link Apartments℠ brand.
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.
Causeway Capital Management LLC is a majority employee-owned investment management firm based in Los Angeles, California, specializing in managing global, international, emerging market and absolute return equities.
Calamos Investments is a diversified global investment firm offering innovative investment strategies including alternatives, multi-asset, convertible, fixed income, and equity.
Group RMC's commercial real estate business is primarily focused on office property investments in the Midwest and Southern United States. Group RMC owns over 210 properties totaling some 21 million square feet across 14 states.
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