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The fourth annual Massachusetts RIA Summit is a one day meeting of 100+ independent registered investment advisors with a minimum AUM of $100 million based throughout New England. Our audience gathers for a day of insightful panel discussions, presentations, Q&A, and over two hours of networking.
Witness insightful panel discussions, presentations, Q&A on investments.
Enhance your understanding of practice management, M&A, and general trends within investment management.
Participate in panel discussions and Q&A sessions on the newest developments in investment space including general and M&A trends.
Experts and CIOs share insights and experiences in investment and practice management through sessions and discussions.
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
Starts in 39 days
USA
Paid
New York City
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.
A great opportunity to meet peers of the industry and get perspective.
Citi's mission is to serve as a trusted partner to our clients by responsibly providing financial services that enable growth and economic progress.
Halo Investing is the first multi-issuer technology platform for protective investment solutions.
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.
Sprott is a global asset manager providing clients with access to highly-differentiated precious metals and real assets investment strategies. We are specialists. Our in-depth knowledge, experience and relationships separate us from the generalists.
Breckinridge Capital Advisors is a Boston-based, independently owned asset manager specializing in investment grade fixed income portfolio management.
Resolute Investment Managers, Inc. is a diversified, multi-affiliate asset management platform that partners with more than 30 best-in-class affiliated and independent investment managers.
PT Asset Management, LLC (PTAM) is a Chicago-based boutique fixed income asset manager that seeks to deliver superior long-term results to investors, financial advisors and institutions.
Prospect Capital Management is an alternative asset manager with over $8.6 billion of assets and offices located across the United States.
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