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

elle winterson_sarasota
Elle Winterson
Head of Professional Buyer Audience Development

4
December

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

5
December

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

Register

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Speakers

Speakers