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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.
Delve into current trends and developments to explore new investment opportunities.
Grab the opportunity to engage in dedicated discussions of investment topics and practice management, M&A and general trends within investment management.
Through insightful sessions, acquire proven strategies to optimize portfolio performance, risk management, asset allocation, and investment selection.
Gain inspiration from top industry experts to understand practice management, M&A, and general investment trends within the investment management field.
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 38 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.
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's mission is to serve as a trusted partner to our clients by responsibly providing financial services that enable growth and economic progress.
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) 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.
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.
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 is a privately-owned global investment firm that offers a range of multi-strategy solutions for institutions and financial advisors.
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
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 estate services — and we’re always looking to grow
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
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 develop a thorough understanding of your unique busin
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