Philip Chao Moderates Panel at the Washington D.C. RIA Summit

Philip Chao, a leader in the wealth and investment management industry, served as the moderator for the opening panel discussion at the 2nd Annual Washington D.C. RIA Summit. This event, hosted by Portfolio Summits, was held on February 8, 2023. Philip led the roundtable with institutional panelists about current market conditions and macroeconomic outlook, identifying possible opportunities and risks as the globe continues to normalize from the pandemic dislocations. Asset owners and managers discussed strategic asset allocation and looked ahead to identify strategies or pockets of opportunities to create long-term value.

“The fantastic diversity of thought and approach to managing client portfolios was wonderful,” said Chao. “It is an exciting time to be in our industry generating long-term results that are tailored to our clients.”