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.
MEET THE SPEAKERS
Top thought leaders sharing their insights and experience.
Vice President, Retirement Solutions & Sr. Portfolio Manager
AEPG Wealth Strategies
Altfest Personal Weatlh
Barrett Asset Management, LLC
Chief Investment Officer
Candace Shira Associates, LLC
Sr. Managing Director
C.J. Lawrence, LLC
Founder & CEO
Cornerstone Capital Inc
Senior Portfolio Manager
Principle & Partner
Eagle Bay Advisors
Director, EisnerAmper Center for Family Business Excellence
Sr. Vice President
Forteris Wealth Management
Manager of Research & Investment Strategy
GM Advisory Group
President & Wealth Advisor
Joel Isaacson & Co.
Director, Private Wealth Advisor
Next Capital Management, LLC
Managing Partner & Wealth Advisor
Director of Wealth Management
R.W. Rogé & Company, Inc.
Managing Director, Portfolio Manager
Symmetry Partners, LLC
Kelleher Financial Advisors
Vice President, Sr. Wealth Advisor
Wealth Health, LLC
FOR INDEPENDENT RIA SPEAKING OPPORTUNITIES, CONTACT:
Asset Managers with Strategies Across Equities and Fixed Income, Alternatives Managers, Technology and Back Office Solutions for RIAs
MEET OUR SPONSORS
FOR SPONSORSHIP OPPORTUNITIES, CONTACT:
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?
Smart business is recommended
Convene, Midtown East - 17th Floor, 730 3rd Ave, New York, NY 10017