Southeast RIA Summit, Atlanta, GA
November 28th, 2023
Location: Hotel Colee, 3377 Peachtree Road NE, Atlanta, GA 30326
The fifth annual Southeast RIA Summit is a one day meeting of 100+ independent registered investment advisors with a minimum AUM of $100 million based throughout Georgia and its neighboring states.
Panel Title: Market Outlooks and Opportunities (CFP)
Panel Date/Time: 11/28/23 @ 9:00 – 9:30am
How are RIAs positioning, managing risk, and growing clients’ portfolios in domestic and global markets? With appetites constantly shifting,
listen to panelists discuss current market trends and how you can take advantage of various opportunities to better serve your clients.
Panelists:
- Bill Marr, Senior Managing Director, Wealth Management Group, Welton Investment Partners
- Susie Wang, Director, Investment Strategy Team, Balentine
- TJ Jones, Partner, Cerity Partners
- Alonso Munoz, Managing Partner, Chief Investment Officer, Hamilton Capital Partners
- Joesph Sroka, Chief Investment Officer, NovaPoint Capital
