ADVANCED NETWORKING AND ASSET MANAGEMENT INTELLIGENCE FOR INDEPENDENT RIAS
The New England RIA Summit is a gathering of independent RIAs to discuss investment strategy, global trends and best practices in compliance, technology and RIA M&A.
Chief Investment Officers
Partners & Principles
Private Wealth Managers
WHAT TO EXPECT
6 in-depth discussion panels and keynote presentation
Q&A with 50+ speakers
4+ hours of dedicated networking
Cocktail Networking Reception
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The New England RIA Summit agenda is designed in collaboration with regional, national and international Investment Advisors.
The topics discussed throughout the day provide you with the platform to reach your business development goals and take your strategy to the next level.
MEET THE SPEAKERS
Top thought leaders sharing their insights and experience.
SPEAKERS COMING SOON - CHECK BACK FOR UPDATES!
FOR INDEPENDENT RIA SPEAKING OPPORTUNITIES, CONTACT:
MEET OUR SPONSORS
MORE SPONSORS COMING SOON - CHECK BACK FOR UPDATES!
Asset Managers with Strategies Across Equities and Fixed Income, Alternatives Managers, Technology and Back Office Solutions for RIAs
FOR SPONSORSHIP OPPORTUNITIES, CONTACT:
MEET THE ATTENDEES
Independent Registered Investment Advisors with AUMs from $100 Million to $2 Billion + based locally and regionally.
INTERESTED IN ATTENDING? CONTACT CHARLES FOR MORE INFORMATION - CHARLES@ICSUMMITS.COM
HOW DO I SIGN UP?
HOW DO I BECOME A SPONSOR?
ARE THERE NETWORKING OPPORTUNITIES?
The conference includes 4+ hours of blocked networking time, including an Opening Reception, Networking Luncheon and Cocktail Networking Reception.
WHAT'S THE DRESS CODE?
Business smart is recommended
Boston College Club, 100 Federal Street, 36th Floor, Boston, MA 02210