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The RIA West Investment Forum

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The RIA West Investment ForumOctober 18-19, 2016
The Ritz-Carlton
San Francisco, CA

Visit The RIA West Investment Forum minisite for more information.

In the fifth year of Institutional Investor’s West Coast RIA Investment Forum, we are setting our sights overseas with a special focus on the investment opportunities and risks presented by the global markets. In the current tumultuous global landscape, between geopolitical risks, central bank actions and volatility in the equity markets RIAs are struggling to meet the needs of their clients. With robo-advisors threatening to entice a huge pool of new, younger clients, RIAs must establish and communicate an investment edge to justify fees and grow their businesses. Over the course of 1.5 days, senior executives from the country’s leading independent RIAs and the RIA Institute’s supporting members will discuss the benefits that global opportunities can add to a portfolio and the ones which can differentiate your firm’s investment line up and provide returns to your clients. Through panel discussions, breakout groups, workshops and expert guest presentations, we aim to uncover where RIAs should be looking and where the greatest risks are.

If you are interested in being considered for an invitation please contact Ann Cornish, Audience Director, at +1 (212) 224-3877 or at email

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