ADVANCED NETWORKING AND ASSET MANAGEMENT INTELLIGENCE FOR INDEPENDENT RIAS
The Southeast 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 Southeast 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 2018 SPEAKERS
Top thought leaders sharing their insights and experience.
ACIMA Private Wealth
A.G. Campbell Advisory LLC
B&C Financial Advisors
Barnett & Company
Co-founder, Managing Director
Buckhead Investment Partners, LLC
Portfolio Manager & Quantitative Strategist
Managing Director, Head of Developed Markets Investment Grade Fixed Income
Sr. Portfolio Specialist
Diamond Hill Capital Management
Executive Vice President, Head of RIA Segment
The Financial Consulate, Inc.
Financial Management Concepts
Sr. Portfolio Manager, Principal
Flippin, Bruce & Porter Investment Counsel
Director of Investments
CEO & Co-Founder
Hemington Wealth Management
Morris Financial Concepts, Inc.
Northstar Financial Planners, Inc.
NovaPoint Capital LLC
Founder & Managing Partner
Principal & Portfolio Manager
Executive Director, Exchange Traded Products / InsightShares ETFs,
Regional Sales Director
Victory Capital Management
VictoryShares and Solutions
Zuraw Financial Advisors
FOR INDEPENDENT RIA SPEAKING OPPORTUNITIES, CONTACT:
THANK YOU TO OUR 2018 LEAD SPONSOR
THANK YOU TO OUR 2018 SPONSORS
Asset Managers with Strategies Across Equities and Fixed Income, Alternatives Managers, Technology and Back Office Solutions for RIAs.
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