Washington RIA Summit
14
Nov
-
14
Nov
2023
When
Bellevue

USA
Where

The second annual Washington 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 Washington. 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.

14 - 14 Nov 2023
In-Person

Speakers and Delegates
Industry Experts and Thought Leaders

Managing Principal, Business Development, Investment Advisor
Managing Director
Chief Executive Officer
Managing Director, Portfolio Strategist
Managing Partner
Chief Executive Officer

Sponsors and Exhibitors
Brand, Media and Promotional Partners

Nuveen, a TIAA company

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Yrefy, LLC

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NightShares

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Calamos Investments

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

Breckinridge Capital Advisors

Breckinridge Capital Advisors is a Boston-based, independently owned asset manager specializing in investment grade fixed income portfolio management.

Chicago Atlantic Group

Chicago Atlantic Group is a private market investment firm combining deep expertise with an entrepreneurial approach to multi-asset class investing.

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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