Thought Leadership & Insights

PPB in Austin: Citywire RIA CIO Summit 2026 Recap

October 5, 2026

PPB joined industry leaders in Austin for conversations on differentiation, growth, and the evolving RIA landscape

The Citywire RIA CIO Summit brought together leading RIA CIOs, investment professionals, and industry experts for focused discussions on portfolio construction, manager selection, growth, and the evolving wealth management landscape. From October 1–2 at the Omni Barton Creek Resort in Austin, the summit featured educational sessions, peer networking, and small-group fund manager workshops designed to foster practical conversations around today’s investment challenges.

PPB Capital Partners was featured in the workshop roundtables, with Olivia Eisinger, Chief Growth Officer; Anthony “Tony” Wilson, Head of Strategic Partnerships; and Joe Monaghan, Director of Advisor Relations, leading conversations around differentiation at scale, private markets, and how RIAs can build and scale solutions that align with their clients’ evolving needs.


Disclosure: Information presented is for educational purposes only, are subject to change from time to time and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed herein. Past performance is not indicative of future performance.

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