RIA Alternatives South

Join us for two days of networking and learning at the RIA Alternatives South Summit! This in-person event will take place over two days on Tuesday, September 9th and Wednesday, September 10th at Kiawah Island Resort!

Day 1: Kick off the Summit with an exclusive golf outing! Enjoy a day of friendly competition and meaningful connections with fellow industry veterans in Alternative Investments in a relaxed and picturesque setting.

What to Expect:

• Networking on the Greens: Build valuable relationships with peers, speakers, and industry leaders before the main event.
• Team Play Format: Suitable for all skill levels—whether you're a seasoned golfer or just starting out.
• Prizes and Giveaways: Participate in fun challenges like longest drive and closest-to-the-pin contests.
• Light Breakfast and Lunch and Happy Hour Included: Stay energized with refreshments provided throughout the event.

Space is limited, so reserve your spot early! Don’t miss this opportunity to tee up your connections before diving into the summit’s impactful sessions.

Day 2:

The West Beach Conference Center, Kiawah Island, South Carolina, just 25 miles south of Charleston! The summit will be covering the following topics:

• Strategic asset allocation and determining the optimal percentage of alternatives in a portfolio
• Advisor Solutions Workshop: Interactive roundtable breakout sessions
• Real Assets as an Inflation Hedge: Real Estate, Infrastructure, and Beyond
• Exploring the Frontier: Hedge Funds, Private Credit, and Liquid Alts
• Women in Alternative Investments: Shaping the Future of Finance
• Integrating Practice Management with Alternative Investments: Strategies for RIAs
• The Future of Alternatives: Trends, Innovations, and Risks: ESG & AI

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 RIA Alternatives South Summit!

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

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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 cGF1bGluYSAhIG5hcm96bmlrIHwgcG9ydGZvbGlvc3VtbWl0cyAhIGNvbQ== 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.

Also check out other Business events in Kiawah Island, Sports events in Kiawah Island, Workshops in Kiawah Island.