10th Annual RIA East Investment Forum

Jun 9th - Jun 10th 2020
Renaissance Waterfront Hotel
Boston
About

The Institutional Investor RIA Institute is a private membership organization for the nation’s largest and fastest‐growing independent registered investment advisors as well as supporting members from premier asset management firms and providers. Both members and supporting members of the RIA Institute come together at three private annual forums to engage in 1.5 days of intense idea exchange, discussion, and debate. The environment at each forum is collegial and collaborative, and overt marketing by any member is strictly prohibited. The agenda for each meeting is devised by our Advisory Board of RIA executives to ensure the content is created ‘by RIAs, for RIAs.’

This new membership's primary goal is to help RIAs make the investment decisions and practice management choices that will best serve their underlying clients.

Agenda

2020 Agenda Coming Soon

View the 2019 Agenda

RIA Institute Advisory Board

Institutional Investor’s RIA Institute would like to thank our Advisory Board of esteemed RIA executives who help shape the Institute’s content, thought leadership and programming for the year.

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 Advisor

Venue

Renaissance Waterfront Hotel

606 Congress Street
Boston, MA 02110
United States

+1 617 338 4111
renaissance-hotels.marriott.com/renaissance-boston-waterfront-hotel

The Renaissance Waterfront Hotel offers everything you need for a relaxing stay, whether you're in town for business or leisure. Our stylish contemporary guest rooms have spectacular views of the ocean and city as well as the top-class facilities you'd expect from a Renaissance hotel. We also offer a modern fitness center as well as a lively cocktail bar, with regular live musical performances. Venture further afield with the help of in-house Navigator Eisha, to explore Boston's Seaport District and the nearby Boston Harbor Islands.

About RIA Institute
RIA Institute

The Institutional Investor RIA Institute is a private membership organization for the nation’s largest and fastest-growing independent Registered Investment Advisors as well as supporting members from premier asset management firms and providers. Both members and supporting members of the RIA Institute come together at three private annual forums to engage in 1.5 days of intense idea exchange, discussion, and debate. The environment at each forum is collegial and collaborative, and overt marketing by any member is strictly prohibited. The agenda for each meeting is devised by our Advisory Board of RIA executives to ensure the content is created ‘by RIAs, for RIAs.’

For more information, please contact:

Steve Olson
+1 212 224 3943
solson@iiforums.com

Register


Registration is limited to qualified RIA executives. If you would like to know more about the RIA Institute please visit our website or contact Foster Wright at foster.wright@institutionalinvestor.com.


Registration

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Contact

QUESTIONS?

For more information, please contact:

Lauren Feldman

RIA Institute Director
(212) 224-3689
lauren.feldman@institutionalinvestor.com

Supporting members, please contact:

Naina Farukh

Coordinator
(212) 224-3388
naina.farukh@institutionalinvestor.com