The Future of Wealth Management: Catalysts and Consequences
This year, we ring the changes. After six successful years in San Francisco, the 7th Annual RIA West Investment Forum will take place at The Ritz-Carlton in beautiful Marina Del Rey, CA. This move is fitting because change, disruption and innovation are the focus of this year’s agenda.
The future of wealth management, as ever, is an unknowable thing. A few years ago, we spent much of this forum debating whether or not robo-advice would displace independent advisors entirely. Through grit and determination, this hasn’t happened and (according to our advisory board members) it won’t: robo-advisory been reduced from a major threat to a peaceful partner. That’s not to say we should rest on our laurels, however. The great transfer of wealth is underway. In many fundamental ways bigger than ESG, younger investors want to allocate their money differently. Many of them were starting their careers during the 2008 financial crisis and are distrustful of the establishment. Where can advisors look to meet their needs so that they can hang on to these hard earned assets? Is the ‘democratization of alternatives’ through the rise of platforms going to change the opportunity landscape? Which ETFs and passive vehicles should form the core of best-in-class RIA portfolios? Which active managers are worth it?
Beyond investing, change is rife in the RIA industry. At the risk of trying to get blood from a stone, the M&A discussion isn’t going anywhere. Unique value propositions are becoming harder and harder to define. Technology firms are scrambling to create holistic solutions for RIAs, but no one has the silver bullet yet. Who will come out on top? With investment management becoming increasingly commoditized, what are the added services that will win big clients?
Each year, our final forum of the year will tackle the big questions facing the future of the industry. Looking ahead to 2019 and beyond, the 1.5 day event will encourage leaders in this industry to debate, discuss, and collaborate to propel their businesses and the industry to new heights
Through expert presentations, peer-driven breakouts, and panel discussions, we will discuss the change, disruption, and innovation in the future of wealth management and solutions to succeed.
2018 Discussion Topics
- Taking the Pulse: Anonymous Polling Session
- The Future of the Industry in the Context of Major Macro and Geopolitical Forces
- How to Build a Best-In-Class RIA Firm
- Branding and Marketing
- Hiring and Serving the Next Generation
- Holistic Technology: Creating the Ideal Client Experience
- Interview: Opportunities Outside of the U.S. – Emerging and Developing Markets
- Building Better Portfolios in the Age of Disruption and Innovation
- Fees and Pricing Strategies to Grow Your Practice
- Integrating Behavioral Finance into Your Practice
- Success from Within: Creating a Firm Culture
- SHARK TANK! Managers Present Their Best Ideas for Consideration
- Where Behavioral Finance Meets Client Experience
- Investing Like an Institution
- Disruptive Companies & Technologies
- Impact Investing
- Creating a Sustainable Business
- M&A: Is There Anything New Under the Sun?
- Financial Planning or Investment Expertise – How to Put Your Best Foot Forward
- Millennial Advisor Panel Discussion: The New Guard
- Interval Funds
- Private Equity Investing for RIAs
Our speaking faculty features esteemed RIAs from across the country including:
- Omar Aguilar, PhD, Chief Investment Officer, Equities and Multi-Asset Strategies, Charles Schwab Investment Management
- Toussaint Bailey, Partner & Chief Executive Officer, Enso Wealth Advisors
- Stuart Blair, Director of Research, Canterbury Consulting
- Kevin Carter, Chief Executive Officer, EMQQ
- Carl Ludwigson, Director of Manager Research, Bel Air Investment Advisors
- Christopher Dillon, CFA, Investment Specialist, Multi-Asset Division, Rowe Price
- Joe Duran, Chief Executive Officer, United Capital
- Luke Farrell, Fixed Income Director, Capital Group
- Todd Figler, Managing Director – Global Alternatives Business Development, Alliance Bernstein
- Jonathan Foster, Chief Executive Officer, Angeles Wealth Management
- Zach Forman, Senior Vice President, Head of Fund Relations, Griffin Capital Asset Management Company, LLC
- Glenn Freed, Ph.D., Chief Investment Officer, LourdMurray
- Joel Greenblatt, Managing Principal, Co-Chief Investment Officer, Gotham Asset Management, LLC
- Taylor Greenleaf, Partner & Chief Investment Officer, Enso Wealth Advisors
- Andy Hart, President, Delegate Advisors
- Jas Hodzic, Vice President – Portfolio Manager, DWS – RREEF Property Trust
- Matt Hougan, Global Head of Research, Bitwise
- Justina Lai, Director of Impact Investing, Wetherby Asset Management
- Amy Lubas, Advisory Strategist, Ned Davis Research
- Cosmin Lucaci, Vice President - Research, Brownson, Rehmus & Foxworth, Inc.
- Phong Luu, Managing Director, Covington Capital Management
- John Mannix, Chief Executive Officer, Baldwin Brothers
- Brock Moseley, Founder and Managing Partner, Miracle Mile Advisors
- Joseph Morgart, Alternative Investments, Amundi Pioneer Asset Management
- René Nourse, CFP, Founder and Managing Director, Urban Wealth Management
- Pat Bowen, President, One Capital Management, LLC
- Tim Paulson, Investment Strategist, Lord Abbett
- Brian Pollak, Partner, Evercore Wealth Management
- Brian Wesbury, Chief Economist, First Trust Advisors
- Biff Pusey, Senior Vice President, Keel Point
- Scott Reed, Chief Executive Officer, Hardy Reed, LLC
- Lisa Richter, Managing Partner & Co-Founder, Avivar Capital
- Rory Riggs, Chief Executive Officer, Founder, Syntax Indices
- Mitch Sands, Founder, Wealth Advisor, Catalyst Private Wealth
- Bud Sturmak, Partner, RLP Wealth Advisors
- Lori Van Dusen, Chief Executive Officer and Chief Investment Officer, LVW Advisors
- Gabriel Wallach, Portfolio Manager, Macquarie Investment Management
- Steve Walker, Partner, HPM Partners
- Brian Wesbury, Chief Economist, First Trust Advisors
- Debra Wetherby, Principal, Wealth Manager, Chief Executive Officer, Wetherby Asset Management
- Bryan D. Wilson, Founder, Wealth Advisor, Catalyst Private Wealth
- Indya M. Yuill, Managing Director, Beacon Pointe Advisors
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:
Gabrielle Morgan
+1 212 224 3691
gabrielle.morgan@institutionalinvestor.com
QUESTIONS?
For more information, please contact:
Lauren Feldman
Investor Relations Manager
+1 212 224 3689
lauren.feldman@institutionalinvestor.com