Portfolio Summits

Since 2018, Portfolio Summits has brought together more than 10,000 asset owners, managers, and service providers at 75+ events. Our goal is to foster intimate environments in which personal connections among thought leaders can be made and where industry community can grow. Find the next event near you: https://lnkd.in/emwRzkWs #PortfolioSummits #AssetManagement #IndustryCommunity

The Colorado RIA Summit 2024 concluded with insightful discussions on empowering women in wealth management and exploring holistic financial planning opportunities, showcasing the forward-thinking approach that defines the summit. The “Women in the Wealth Management Industry" panel addressed the significant yet often overlooked role of women in finance, who control a third of total U.S. household financial assets. Moderated by Erin Hadary, CFP®, MBA, CAP®, CEFT® (Partner, and Regional Director) at Moneta, the panel was comprised of Lindsey Simek (Lead Financial Planner) at Capstone Investment Advisors; Kaley Kris, CAIA (Portfolio Manager) at Johnson Financial Group; and Kate Redden, CFP®, ChFC®, CKA®(Regional Director) at Merit Financial Advisors. The final session, "Increased Offerings in Holistic Financial Planning", examined how market disruptions can create unique opportunities for financial planning beyond traditional portfolios. Moderated by Bryce Coward, CFA, CFP® (Wealth Advisor and Director of Investments) at Meridian Wealth Management, LLC, the panel—including Paul Chmielewski (Partner) at Cerity Partners; Emily Messegee, CFP® (Wealth Advisor and Director) at Mercer Advisors; Brian Ilsley, CFA, CFP® (Vice President and Portfolio Manager) at Hirtle, Callaghan & Co.; and Karl Frank, CFP®, MBA, MSF (Wealth Manager, President, & Owner) of A&I Wealth Management—discussed strategies for tax mitigation, generational wealth transfer, and wealth alignment to position clients for success. Attendees are closing out the day with a lively happy hour, sharing ideas and contacts to foster a stronger industry community. #PortfolioSummits #RIA #Summit #Colorado #AlternativeInvestments #WealthManagement #FinancialIndustry #Portfolios #FinancialPlanning

At the Colorado RIA Summit 2024, discussions are heating up as industry leaders delve into the evolving landscape of wealth management, starting off with a deep dive into "Leveraging Alternative Investments in Client Relationships," where panelists explored the growing importance of integrating hedge funds, private equity, and real estate into portfolios alongside traditional investments. Moderated by Nick Pirnack  (Partner and Senior Advisor) at LotusGroup Advisors, he was joined by speakers Richard Jacobson (Managing Director) at Golub Capital; Anthony Piccirello, CFA, CAIA (Senior Director and Portfolio Strategist) at Nuveen, a TIAA company; Jaye Everland, CFP® (Partner) at Moneta; David Rankin, CFP® (Director of Business Development) at Proteus, LLC; and Brian Cornell, CFA (Managing Director) at Walker & Dunlop Investment Partners. The next panel asked the question: “Should RIAs Build, Buy, or Sell?" Experts weighed the pros and cons of organic versus inorganic growth strategies within the wealth management industry and assessed the role of succession planning in an increasingly competitive market. Shawn Paulk (Senior Managing Director of Mergers & Acquisitions) at Moneta moderated this panel and was joined by Masha Hodi (Partner & Chief Experience Officer) at Cerity Partners; Robert Foss, CFA® (Chief Investment Officer) at EdgeRock Wealth Management; Daniel Barotz (President) of Focused Alpha Wealth Management; and Bill Shannon, CIMA®, CPWA® (Director of Strategic Growth) at Altair Advisors. It has been a productive afternoon so far. Stay tuned. #PortfolioSummits #RIA #Summit #Colorado #AlternativeInvestments #WealthManagement #AssetAllocation #InvestmentStrategies

PermCap is pleased to announce that Partner Connor Carew will be speaking in Chicago next week at the Fiduciary Investor Central Summit hosted by Portfolio Summits. Connor will be moderating the first panel of the day, “2024 Fall and Winter Asset Allocation Strategies.” To learn more and register for the event, click here: https://lnkd.in/e4VpCxEk #PermCap #InvestmentOffice #OCIO #MFO #PortfolioSummits

Head of Portfolio Strategy David Dali spoke on a panel of industry experts at Portfolio Summits' Colorado RIA Summit, sharing insights on global market outlooks and opportunities. They provided their perspectives on evolving markets, interest rates, earnings volatility and how to optimize client portfolios in response to current macroeconomic developments. #portfoliosummits #coriasummit

Fascinating discussions so far at Portfolio Summits Colorado RIA Summit today. It’s been insightful hearing how RIAs are integrating AI into financial management and trading, as well as discussing alternative income strategies amidst current market conditions. Looking forward to the sessions on women in wealth management and holistic financial planning to wrap up the day! #WomenInFinance #Colorado #RIASummit #RIA #Fiduciary #WealthManagement

The Colorado RIA Summit 2024 summit resumed with the long-awaited panel "Integration of Technology and Practice Management for Independent Advisors". Moderated by Charles "Chuck" Failla, CFP® (Founder & CEO) of Sovereign Financial Group, Inc, the panel featured Jeff Bullock (Owner & Founder) of Beaumaris Capital LLC; Shane Cummings, CFP®, AIF® (Director of Technology & Cybersecurity) at Halbert Hargrove; Michael H. (Director of Trading) at Mercer Advisors; and John Riecke (Operations Manager) at Beacon Pointe Advisors — The discussion explored how technological advancements can help advisors streamline processes, enhance client experiences, and maintain their independence, striking a balance between innovation and the personal touch that clients value. The second presentation of the day highlighted the growing interest in Commercial Real Estate Debt (CRE Debt) among private wealth investors. Robert Worthington, CFA (Head of Investor Relations) at Thorofare Capital provided an overview of the current CRE Debt market. The Colorado RIA Summit continues to be a vital platform for local advisors to gain knowledge, share expertise, and elevate their practices in a rapidly changing financial landscape. #PortfolioSummits #ColoradoRIA #Summit #MarketOutlooks #TaxLiens #TechnologyIntegration #CREDebt #WealthManagement #InvestmentStrategies #FinancialAdvisors

Don't miss out on the highly anticipated Florida LP Summit 2024 at the Biltmore Hotel: https://lnkd.in/eB7rKzU9

Good morning from the Clayton Hotel in Denver, Colorado! The Colorado RIA Summit 2024 kicked off with fresh perspectives and outlooks for 2025. "Global Market Outlooks and Opportunities," a session moderated by Ryan P. Tracy, CFP® (SVP - Investment Consultant) at Marquette Associates, provided powerhouse perspectives on the evolving markets, focusing on higher-for-longer interest rates, earnings volatility, and multiple expansion, while revealing how they are optimizing client portfolios in response to these macroeconomic developments. Speakers included RJ Maunton, CFP®, ChFC® (Director of Advisory Services) at Alpha Principle, LLC; David Dali(Head of Portfolio Strategy) at Matthews Asia Funds; Dan McGilvray, CFA (Senior Wealth Advisor) at Beacon Pointe Advisors; and Ben Valore-Caplan (Principal & CEO) at Syntrinsic LLC Investment Counsel. Following this, David B. Perkins, CAIA (CEO) of Gondola Partners, delivered a compelling presentation on "Understanding Tax Lien Investments." Perkins reviewed the nature of tax liens and tax deeds, including their bidding procedures and differences, as well as the positive community impact and the challenges in building a tax lien portfolio. Now, participants are diving into conversations and exchanging ideas over coffee during the first networking break. #PortfolioSummits #RIA #Summit #Colorado #MarketOutlooks #TaxLiens #AlternativeInvestments

The UK Wealth & Alternatives Summit 2024 continued in full swing, hosting roundtables as well as sessions on “Global Private Markets Overview - From Venture to Debt", "Best Practices in Manager Selection for Wealth Management Fund Selectors," and a "Family Office Deep Dive”. It has been a day filled with networking, collaboration and insights at the Pan Pacific Hotel in London.   #PortfolioSummits #London #Alternatives #WealthManagement #MarketOutlooks #AlternativeAssets #AssetManagement #FundInvesting #ManagerSelection #AllocationStrategies