Massachusetts RIA Summit

Join us for a day of learning and networking at the 6th annual Massachusetts RIA Summit! This in-person event will take place on Thursday, March 27th at The Westin Copley Place 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 Massachusetts RIA Summit!

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

Learn more about this conference

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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 [email protected] 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.

Event Venue & Nearby Stays

The Westin Copley Place, Boston, United States