ADVANCED NETWORKING AND ASSET MANAGEMENT INTELLIGENCE FOR INDEPENDENT RIAS

 

The Texas RIA Summit is a gathering of independent RIAs to discuss investment strategy, global trends and best practices in compliance, technology and RIA M&A.


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


 

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 Pacific Northwest 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.

 

FOR INDEPENDENT RIA SPEAKING OPPORTUNITIES, CONTACT:

 
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Paulina Naroznik

E: paulina@icsummits.com

T: (347) 915 7107

 

MEET THE SPONSORS

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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Paulina Naroznik

E: paulina@icsummits.com

T: (347) 915-7107


 

FAQS

HOW DO I SIGN UP?

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

HOW DO I BECOME A SPONSOR?

Contact the Paulina Naroznik to find out about the remaining opening sponsorship packages.

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

LOCATION/VENUE

University Club Denver, 1673 Sherman St, Denver, CO 80203