Citywire RIA Miami CIO Summit 2026

We’re back in Miami for our final RIA event of the year. Join us this November 18-19 for our Miami RIA CIO Summit. This event will bring top CIOs and investment professionals together at the JW Marriott Miami Turnberry Resort & Spa for two days of in-depth discussions, due diligence workshops, and networking.

More than a dozen fund managers from top asset management firms will present strategies across a range of asset classes.

Our invite-only event brings together CIOs and investment team members from RIAs and family offices nationwide. Attendees will have the opportunity to explore new investment ideas, learn from leading CIOs in wealth management, and stay ahead of the latest developments in RIA technology.

Is this right for me?

This event is designed for members of the manager research and due diligence community who recommend and invest in third-party funds. RIA CIOs, analysts and investment committee members are welcome to attend.

What can I expect?

Attendees will sit down in small-group fund manager workshops alongside 2-3 other analysts and CIOs. You will get the chance to grill fund managers on the strategies they are presenting and to hear what your peers in due diligence are asking in their fund manager meetings.

The event will also feature keynote speakers, a panel session, and plenty of time to network with your fellow investment researchers.

Does it cost to attend?

This event is free for analysts and manager researchers to attend. Citywire will cover travel and accommodation costs.

How do I sign up?

Please register by following the prompts on this page. If you have any questions about registration, please contact Elle Winterson at ewinterson@citywireusa.com

Key benefits of attending

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Tactical, intimate meetings

Gain market insights through direct conversations with leading fund managers.

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Peer-to-peer networking

Connect with fellow CIOs and RIA leaders to exchange strategies and challenges.

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Game-changing insights

Explore practical solutions for compliance, fees, tech adoption and portfolio design.

Speakers

Keynote Speakers

John Bunch

John Bunch

CEO, Allworth Financial

John Bunch

Keynote Speaker

John Bunch

CEO, Allworth Financial

Wednesday, November 18th, 9:10-10:10am

John Bunch is the Chief Executive Officer at Allworth Financial. Universally recognized within the wealth management industry, he has accumulated an extensive 30-year history of successfully leading and expanding award-winning organizations that serve both retail and institutional clients. John is focused on scaling a national wealth management firm through diversified organic growth and disciplined strategic acquisitions, while strengthening the platform that supports advisor growth and long-term client relationships.

Before coming to Allworth, John spent over three years as the Chief Financial Services Director at Evelyn Partners (formerly Tilney Smith & Williamson), a leading integrated wealth management and professional services firm headquartered in the United Kingdom. Prior to that, he was the Chief Operating Officer and Executive Vice President of Edelman Financial Engines — where he oversaw 130 branch offices — and the Chief Executive Officer of The Mutual Fund Store. Before that, he held several key institutional sector leadership positions, including Executive Vice President at TD Ameritrade, and Divisional Senior Vice President at Charles Schwab & Co.

Meet the rest of the speakers

Keynote Speakers

John Bunch

John Bunch

CEO, Allworth Financial

Workshops

Aleto
Franklin Templeton
HPS
Nuveen
Morgan Stanley
RBC Global Asset Management

Workshops

Aleto
Franklin Templeton
HPS
Nuveen
Morgan Stanley
RBC Global Asset Management

Aleto

Explore more workshops

Aleto
Franklin Templeton
HPS
Nuveen
Morgan Stanley
RBC Global Asset Management

Franklin Templeton

Explore more workshops

Aleto
Franklin Templeton
HPS
Nuveen
Morgan Stanley
RBC Global Asset Management

HPS

Explore more workshops

Aleto
Franklin Templeton
HPS
Nuveen
Morgan Stanley
RBC Global Asset Management

Nuveen

Explore more workshops

Aleto
Franklin Templeton
HPS
Nuveen
Morgan Stanley
RBC Global Asset Management

Morgan Stanley

Explore more workshops

Aleto
Franklin Templeton
HPS
Nuveen
Morgan Stanley
RBC Global Asset Management

RBC Global Asset Management

Explore more workshops

Aleto
Franklin Templeton
HPS
Nuveen
Morgan Stanley
RBC Global Asset Management

Add extra partners (e.g. tech or media partners)

Partners

Agenda

  1. Time

    Agenda

  2. 8:00AM - 9:00AM

    Registration & Networking Breakfast

  3. 9:00AM - 9:10AM

    Welcome Address

  4. 9:10AM - 10:10AM

    Conference Session 1 Fireside Chat with John Bunch

  5. 10:10AM - 10:45AM

    Fund Group Workshop 1

  6. 10:55AM - 11:30AM

    Fund Group Workshop 2

  7. 11:40AM - 12:15PM

    Fund Group Workshop 3

  8. 12:25PM - 1:00PM

    Fund Group Workshop 4

  9. 1:00PM - 2:30PM

    Table Planned Lunch

  10. 2:30PM - 3:30PM

    Conference Session 2

  11. 3:30PM - 4:05PM

    Fund Group Workshop 5

  12. 4:15PM - 4:50PM

    Fund Group Workshop 6

  13. 5:00PM - 5:35PM

    Fund Group Workshop 7

  14. 6:30PM - 9:00PM

    Drinks & Standing Dinner

Register

Let's get you registered

This won't take long. We just need a few quick details to help tailor your experience.

Questions?

For more information, please contact:

Michele Luthin-Apr-23-2026-09-22-28-3941-AM

Michele Luthin

Head of US Sales • Sponsorship

Email
Elle Winterson-Apr-23-2026-09-22-28-4181-AM

Elle Winterson

Head of Professional Buyer Audience Development

Email