Michigan RIA Summit

Michigan RIA Summit

September 18th Michigan RIA Summit

By IC Summits

Date and time

Starts on Wednesday, September 18 · 9am EDT

Location

Daxton Hotel

298 S Old Woodward Ave. Birmingham, MI 48009

Agenda

Global Market Outlooks and Opportunities

Sponsor Presentation

Alternatives | Real Assets = Real Returns?

Sponsor Presentation

Navigating Growth Opportunities for RIAs: Build, Buy, or Sell?

Alternatives II | A New Era for Private Markets

Women in the Wealth Management Industry

Fixed Income Investment Strategy

Increased Offerings in Holistic Financial Planning

About this event

  • 9 hours

Join us for a day of learning and networking at the third annual Michigan RIA Summit! This in-person event will take place on September 18th at The Daxton Hotel covering topics such as market trends, portfolio construction, asset allocation, liquid and illiquid alternatives, practice management, M&A, and more.


This event is the perfect opportunity to gain valuable insights, stay up to date with the latest industry trends, and connect with like-minded individuals.


Throughout the day, you'll have the chance to attend engaging sessions led by renowned experts in the field. Additionally, there will be ample networking opportunities, allowing you to meet industry leaders and eager peers to help you capture current opportunities in the market and best run your practice. Share your experiences, exchange ideas, and build valuable connections that will help to better serve your clients.


We can't wait to see you at the Michigan RIA Summit!


Contact us with questions or to learn about participation as a speaker, guest or sponsoring partner.


Learn more about this conference here


View our privacy policy here


Refund policy: Refunds for Portfolio Summit's/IC Summit's events are not available for any reason and will not be offered unless in case of event cancelation or postponement by more than 12 months.


Please contact us via Eventbrite or email paulina.naroznik@portfoliosummits.com to request to transfer your credit to another member of your team or a different Portfolio Summits scheduled event within 12 months of purchase.


How to Register

1. Click the green button labeled "Tickets" (above).

2. Select the number of tickets and appropriate ticket type based on your professional affiliation. See below for details.

Complimentary Registered Investment Advisor Ticket: You currently work for an independent RIA that manages a minimum of $100MM in AUM. Please note that roles related to M&A or corporate/business development will not qualify for a complimentary ticket unless speaking on our M&A panel. If you would still like to get involved, please contact us.

3. Click "Checkout" button

4. Enter all required Contact, Registration and Payment information for all guests you are registering. This is a professional event - please ONLY register using your company/work website, email address and title. Any other emails will be denied.

5. Place order and check email for purchase confirmation. A member of the Portfolio Summits will follow up to confirm your place at the event and share additional information.

Frequently asked questions

Which ticket do I qualify for?

Check out the "How to Register" section above or view the answers below for a description of each ticket type. Please note, registering for the incorrect ticket type or with a personal email address will result in cancellation.

Do I qualify for a Complimentary Registered Investment Advisor Ticket?

Complimentary Registered Investment Advisor Ticket: You currently work for an independent RIA that manages a minimum of $100MM in AUM. Please note that roles related to M&A or corporate/business development will not qualify for a ticket.

Organized by

Free