ADVANCED NETWORKING AND ASSET MANAGEMENT INTELLIGENCE FOR INDEPENDENT RIAS
The New York RIA Summit is a gathering of independent RIAs to discuss investment strategy, global trends and best practices in compliance, technology and RIA M&A.
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
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
FILL OUT FORM BELOW
The New York 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.
THANK YOU TO OUR 2019 SPEAKERS
Top thought leaders sharing their insights and experience.
Kelleher Financial Advisors
Chief Growth Officer
Offit Capital Advisors
Silvercrest Asset Management Group
Managing Director, Portfolio Manager
Symmetry Partners, LLC
Client Portfolio Manager
Swan Global Investments
Director, Associate Portfolio Manager
Third Seven Advisors
FOR INDEPENDENT RIA SPEAKING OPPORTUNITIES, CONTACT:
Asset Managers with Strategies Across Equities and Fixed Income, Alternatives Managers, Technology and Back Office Solutions for RIAs
THANK YOU TO OUR 2019 LEAD SPONSOR
THANK YOU TO OUR 2019 SPONSORS
FOR SPONSORSHIP OPPORTUNITIES, CONTACT:
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?
Smart business is recommended
Convene, 730 3rd Avenue, Midtown East, New York, NY 10017