Citywire Sarasota RIA CIO Summit 2025
Why just navigate market tides when you can enjoy the real thing? Join us this December 4-5 for our Sarasota RIA CIO Summit. This event will bring top CIOs and investment professionals together at the Ritz Carlton Sarasota 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

Agenda
8:00 - 9:00am
Registration & Networking Breakfast
09:00 - 09:10am
Welcome Address
09:10 - 10:10am
Conference Session 1 - Fireside Chat with Ed Friedman & Rajini Kodialam
10:10 - 10:45am
Fund Group Workshop 1
10:55 - 11:30pm
Fund Group Workshop 2
11:40 - 12:15pm
Fund Group Workshop 3
12:25 - 1:00pm
Fund Group Workshop 4
1:00 - 2:30pm
Table Planned Lunch
2:30 - 3:30pm
Conference Session 2 - Panel
3:30 - 4:05pm
Fund Group Workshop 5
4:15 - 4:50pm
Fund Group Workshop 6
5:00 - 5:35pm
Fund Group Workshop 7
6:30 - 9:00pm
Drinks and Standing Dinner
7:30 - 9:00am
Networking Breakfast
9:00 - 10:00am
Conference Session 3 - Ami Vitale
10:00 - 10:35am
Fund Group Workshop 8
10:45 - 11:20am
Fund Group Workshop 9
11:30 - 12:05pm
Fund Group Workshop 10
12:05pm
Buffet Lunch
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Speakers
Speakers

Ed Friedman
Ed Friedman is a Strategic Growth Officer at Summit Financial LLC.
Ed is a financial services industry veteran with decades of experience in advancing advisor’s practices and supporting their growth. He works closely with the executive management team and reports to the CEO of Summit Financial, Stan Gregor. Prior to Summit, Ed Friedman ran his own consulting business, providing consulting services including operational, business, growth and technology strategies to Independent Wealth Management firms and the strategic vendors that support them.
At Dynasty Financial Partners, Ed was the National Director of Practice Management and former Director of the Enterprise Group with a focus on wealth management firms in excess of $1 Billion in assets. Ed was also part of the founding management team at HighTower Advisors heading up business development and advisor development. Before the launch of HighTower, Ed had a 22-year career at Morgan Stanley and its predecessor firm with roles as a financial Advisor, branch manager and senior executive management.
Ed is a graduate of Rutgers University with a BA in Business and Finance.

Rajini Kodialam
Rajini is Co-Founder Emerita of Focus Financial Partners, a leading international partnership of independent, fiduciary wealth management firms. Rajini served as the COO and Board Member for Focus (Nasdaq:FOCS) from 2018 to 2023.
Prior to founding Focus, Rajini worked at American Express where she managed interactive services for the U.S. Consumer Card and Travel businesses. Prior to American Express, she was with McKinsey & Company in New York.
Rajini currently serves on the board of Sylvan Inc, TIFIN AG and Longmark Group. She previously served on the board of Smart Asset and Avendus Wealth.
She also serves on the advisory boards of not-for-profits AkshayaPatra Austin and The Langston Wealth Management Center at McCombs Business School in UT Austin. Rajini is a frequent speaker at industry events and was recognized by Crains in their notable list of women in financial services.
Rajini is an alumna of Columbia Business School NYC, Indian Institute of Management Ahmedabad, India and Delhi University, India.

Ami Vitale
Ami Vitale is a Nikon Ambassador and National Geographic photographer, writer, filmmaker, and speaker who has traveled to more than 110 countries, spotlighting critical issues affecting our world. Her early work in conflict zones revealed how environmental degradation, from climate change to resource scarcity, deepens human suffering. That insight shaped the focus of her storytelling: illuminating the connections between people, wildlife, and our shared planet. Through compelling photojournalism and documentary filmmaking, Ami tells stories of resilience—of individuals on the front lines of extinction, war, and climate change, who are redefining what’s possible.
Vitale is the founder and Executive Director of Vital Impacts, and has raised over $5 million for grassroots conservation efforts around the world. By collaborating with the world’s most influential environmental photographers and mentoring the next generation of global environmental storytellers, they use art to fund on-the-ground initiatives that protect biodiversity and strengthen communities.
She is an honorary fellow of the Royal Photographic Society, a six-time World Press Photo award winner, and has received honors including the Lucie Humanitarian Award and the Daniel Pearl Award for Outstanding Reporting. InStyle magazine featured her alongside Jane Goodall and Ruth Bader Ginsburg in its "Fifty Badass Women" series. Ami serves as Conservation International’s Innovators Fellow and will appear in National Geographic’s Explorer series in late 2025.