The Carolinas RIA Summit

The annual Carolinas RIA Summit is a one day meeting of 100+ registered investment advisors based across North and South Carolina. Our audience gathers for a day of panel discussions, presentations, Q&A, and networking. Topics focus on the opportunities and risk in equities, fixed income, alternatives and more. As we recover from the Covid-19 pandemic there has never been a more important time to exchange ideas face-to-face and build industry and community.

Portfolio Summits content is built by and for Registered Investment Advisors and includes dedicated discussions of investment topics as well as practice management, M&A and general trends within the Financial Advisory industry.

Event Venue & Nearby Stays

Renaissance Charlotte SouthPark Hotel, 5501 Carnegie Boulevard, Charlotte, United States