AN EXCLUSIVE, PRIVATE MEMBERSHIP BY RIAS FOR RIAS

About

RIA Institute convenes North America’s premier RIAs for thought-provoking discussions via intimate roundtables. We bring the key decision makers from every corner of the U.S. and Canada together in environments carefully built for purposeful collaboration.

Through expert-led panel discussions, presentations, guest speakers, and real-time market research, the RIA Institute drives innovation in the dynamic and rapidly growing registered investment advisor community, helping RIAs make the investment decisions and practice management choices that will best serve their underlying clients.

The RIA Institute:

  • Works with an RIA Advisory Board of senior executives from the nation’s largest innovative and successful RIAs to ensure cutting-edge and relevant content throughout the year
  • Helps supporting members build relationships with senior, decision-making representatives from the nation’s premier RIAs. It helps our RIA members build their network with other RIAs.
  • Assesses new and innovative investment strategies, products, and vehicles that preserve and grow the wealth of RIA underlying clients and how they fit within specific wealth management portfolios.
  • Communicates best practices in firm management, including technology innovation, back-office management, succession planning options, hiring, and more, helping RIAs build and manage their businesses.
The key difference to this conference over the others I attend is the ability to hear from my RIA peers. The more I can hear on panels what other RIAs are doing, the more value.

Stephen C. Biggs, Principal/Chief Investment Officer, HC Financial Advisors, Inc.


Benefits

Three annual private roundtables

RIA Central Investment Forum in April; RIA East Investment Forum in June, RIA West Investment Forum in October.  

Senior delegates-only roundtable

Learn how the RIA industry is evolving and how your firm can adapt, with high level discussions among senior RIA executives at this single-day meeting.

Thought leadership

Nominate experts from your firm as discussion leaders, panelists, or presenters to share knowledge and provide insights to fellow RIA members.

Live market research

Receive confidential electronic polling results, presentations and executive summaries after each forum, providing you with important industry barometers.

Continue the conversation

Join our private LinkedIn group exclusive to RIA members and supporting members; post research and white papers.

Structured networking time

Participate in small, tabletop discussions mixing managers and RIAs, making connections easier and positioning you as a trusted expert.

Supporting Members

Amundi Pioneer Investments
Capital Group
Charles Schwab Investment Management
Direxion Investments
DWS
Fidelity Investment
First Trust Advisors
Franklin Templeton Investments

Gotham Asset Management
Griffin Capital Management
HarbourVest Partners
John Hancock
Lord Abbett
Macquarie Investment Management
Russell Investments

Nuveen Investments
State Street Global Advisors
Syntax LLC
T.Rowe Price
Thornburg Investment Management
Touchstone Investments
Van Eck

RIA Institute Advisory Board

All RIA Institute events are created for advisors, by advisors. The programs for all meetings are created with invaluable insights from our advisory board of senior executives from the nation's largest RIAs.

With that in mind, we are excited to announce our 2020 (listed below to date)
 

Toussaint Bailey, Chief Executive OfficerEnso Wealth Management

Ken Bower, CEO, Managing DirectorClayton Financial Group, LLC

Michael Cole, Chief Executive Officer, Cresset

Lori Van Dusen, Chief Executive Officer, LVW Advisors

Jonathan Foster, President & CEOAngeles Wealth Management

Eric Godes, President and Chief Operating Officer, Daintree Advisors

Frederick Hinkley, Wealth Manager, Manchester Capital Management, LLC

William Hornbarger, Chief Investment Officer, Moneta Group

Leo Kelly, CEO, Verdence Capital Advisors

Rita Lee, Director of Research, Vice President, Principal, Brouwer & Janachowski

Cosmin Lucaci, Vice President, Brownson, Rehmus & Foxworth

Carl Ludwigson, Director of Manager Research, Bel Air Investment Advisors

John Mannix, Chief Executive Officer, Baldwin Brothers

Sean O’Dowd, Managing Director, Silvercrest Asset Management

Rocio Ortega, Partner, WE Family Offices

Biff Pusey, Partner, Kimble Advisory

Amy Sabin, Managing Director, Partner, Steward Partners Global Advisory

Matthew Sexton, Director, Clear Harbor Asset Management

Chris Shepherd, Managing Director, Wealth Advisory, Spearhead Capital Advisors, LLC

Scott Sorensen, Principal & Chief Investment Officer, Vigilant Capital Management

Debra Brennan Tagg, President, Brennan Financial Services

Joseph Zappia, Principal, Co-Chief Investment Officer, LVW Advisors

Upcoming Events
First class in all aspects. Appreciate opportunities for RIA interaction.

Steven L. Skancke, Chief Investment Strategist, Keel Point LLC


Contact

Supporting members, please contact:

Naina Farukh

+1 212 224 3388
naina.farukh@institutionalinvestor.com

Delegates/Plan sponsors, please contact:

Lauren Feldman

+1 212 224 3689
Lauren.Feldman@InstitutionalInvestor.com