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.

 


 

WHO ATTENDS

  • Managing Directors

  • Chief Investment Officers

  • Partners & Principles

  • Private Wealth Managers

  • Portfolio 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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FILL OUT FORM BELOW

 

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.

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MEET THE SPEAKERS

Top thought leaders sharing their insights and experience.

SPEAKERS COMING SOON - CHECK BACK FOR UPDATES!

 

 

FOR INDEPENDENT RIA SPEAKING OPPORTUNITIES, CONTACT:

 
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Lindsay Serpa

E: lindsay@icsummits.com

T: (718) 502 9840

 

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:

 
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Ariana Nilsen

E: ariana@icsummits.com

T: (718) 210 3431

 

MEET THE ATTENDEES

Independent Registered Investment Advisors with AUMs from $100 Million to $2 Billion + based locally and regionally.

 

INTERESTED IN ATTENDING? CONTACT PAULINA FOR MORE INFORMATION - PAULINA@ICSUMMITS.COM

 

FAQS

HOW DO I SIGN UP?

Contact Paulina for information on attending - paulina@icsummits.com

HOW DO I BECOME A SPONSOR?

Contact Ariana Nilsen to find out about the remaining opening sponsorship packages - ariana@icsummits.com

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

LOCATION/VENUE

Boston College Club, 100 Federal Street, 36th Floor, Boston, MA 02210

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