Washington DC RIA Summit
08
Feb
-
08
Feb
2023
When
Washington, D.C

USA
Where

The second annual Washington DC RIA Summit is a one day meeting of 100+ independent registered investment advisors based throughout the metro DMV area and its neighboring states. Our audience gathers for a day of insightful panel discussions, presentations, Q&A, and over two hours of networking.

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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.

08 - 08 Feb 2023
In-Person

Speakers and Delegates
Industry Experts and Thought Leaders

Senior Managing Director, Head of Investment Office
CIO, Founder
Director of Research, Investment Committee Chair
Founder & CEO
Chief Executive Officer, Co-Founder
Vice President & Senior Relationship Manager
co-Chief Investment Officer
Managing Director | Financial Advisor | Retirement Planner
Vice President, Director of Investments

Sponsors and Exhibitors
Brand, Media and Promotional Partners

Principal Financial Group

Principal Financial Group® is dedicated to improving the wealth and well-being of people and businesses around the world—helping more than 45M customers plan, protect, invest, and retire.

NightShares

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.

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

Urban Catalyst

Urban Catalyst has the knowledge and experience to build out investments in one of the most lucrative areas in the country.

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.

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