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.
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 Texas 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.
Adams Wealth Management
Managing Director, Client Portfolio Manager
Barrow, Hanley, Mewhinney & Strauss
Chief Investment Officer, Partner
Briaud Financial Advisors
Carter Financial Management
Chilton Capital Management LLC
Guiding Wealth Management
Homans & Associates
Vice President, Operations & Technology, Chief Information Security Officer
Investment Advisory Services, Inc.
Lee Financial Company
Legacy Wealth Management
Managing Director, Fixed Income Portfolio Specialist
Manulife Asset Management
Financial Planner, Managing Member
Mustard Seed Wealth Management
Nichols Wealth Management
Vice President, Business Development
Palmer Square Capital Management
Paul Comstock Partners
Chief Investment Officer
Rhame & Gorrell Wealth Management
Co-Founder, Managing Director, Co-Portfolio Manager
Sierra Mutual Funds
Silicon Hills Wealth Management
Simonet Financial Group, LLC
President, CEO, Lead Portfolio Manager
Swan Global Investments
Managing Director, Direct Lending
Tortoise Capital Advisors
CEO, Chief Compliance Officer
Vice President, Chief Investment Officer
FOR INDEPENDENT RIA SPEAKING OPPORTUNITIES, CONTACT:
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:
IN PARTNERSHIP WITH
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
Hilton Anatole, 2201 N Stemmons Fwy, Dallas, TX 75207