8th Annual RIA East Investment Forum

Jun 4th - Jun 5th 2018
Taj Boston
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

The 2018 preliminary agenda is currently being developed with the latest trends and most actionable insights in the RIA Institute. We will keep you informed with the new agenda as we approach the event. Please check back often for updates to the speaker and topic lists.

June 4th AM Sessions

  • Getting into the Zone: The Macroeconomic and Geopolitical Landscape 
  • You Can Teach an Old Dog New Tricks: Revitalizing the RIA Portfolio 
  • Building a stronger portfolio with ETFs: strategies to withstand the next liquidity shock 
  • Interval Funds: The Goldilocks of Alternatives Investing? 
  • Your Next Big Move: Capitalizing on the Real Estate Market 
  • Recruiting and Compensation: Building a Best-in-Class Financial Planning Team 
  • All Together Now: Getting All Your Technology Systems to Work Together 

June 4th PM Sessions

  • The Time is Now: Getting Serious about ESG and Impact Investing 
  • Alts for All! 
  • Smart Beta, Systematic Investing and Big Data 
  • Stand Out in a Crowd: How to Create a Unique Value Proposition 
  • Tax Reform: Friend or Foe? 
  • More Than an Advisor: Behavioral Finance as a Differentiator 

June 5th AM Sessions

  • Eat or Be Eaten: Understanding Independence in an M&A Dominated World 
  • Moving Upmarket: Strategies and Client Service to go from HNW to UHNW 
  • The Search for Uncorrelated Return Streams 
  • Impact Analytics: Putting Machine Learning and Big Data to Good Use 

Preliminary Agenda

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:

Gabrielle Morgan
+1 212 224 3691
gabrielle.morgan@institutionalinvestor.com

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.

  • Richard Busillo, CEO, RTD Financial, PA
  • Michael Zeuner, Managing Partner, WE Family Offices, FL
  • Barbara Young, CEO, CIO, Founding Principal, Cypress Wealth Advisors, CA
  • Brian Pollak, Partner, Evercore Wealth Management, NY
  • Robert Stone, Partner, Telemus, MI
  • Jonathan Foster, President & CEO, Angeles Wealth Management, CA
  • David Becker, President, Northern Oak Wealth Management, WI
  • Andy Hart, President, Delegate Advisors, MA
  • Rita Lee, Director of Research, Brouwer & Janachowski, CA
  • Russell Norwood, Founding Partner, Managing Director, Venturi Wealth Management, TX
  • James Callahan, Managing Director and Chief Investment Officer, Janiczek & Company, LTD., CO
  • William Hornbarger, Chief Investment Officer, Moneta Group, MO
  • Patrick Barry, Managing Partner, Barry Investment Advisors, MA
  • Kenneth Bower, Managing Director, Clayton Financial Group, MO
  • Eric Godes, President and Chief Operating Officer, Daintree Advisors, MA
  • Michael J. Vogelzang, President & Chief Investment Officer, Boston Advisors, MA
  • Matthew Cooper, President, Beacon Pointe Wealth Advisors, CA
  • Cosmin Lucaci, Vice President, Brownson, Rehmus & Foxworth, Inc. IL
  • John Mannix, CEO, Baldwin Brothers, MA
  • Scott Sorensen, Principal & Chief Investment Officer, Vigilant Capital Management, NH
  • Debra Brennan Tagg, Managing Partner, Brennan Financial Services, TX
  • Brock Moseley, Founder and Managing Director, Miracle Mile Advisors, CA
  • Greg Plechner, Principal & Wealth Manager, Modera Wealth Management, NJ
Venue

Taj Boston

15 Arlington Street
Boston, MA 02116
United States

+1 614 536 5700
www.thetajboston.com

Taj Boston is the most iconic and longstanding hotel in the city, with a history every bit as rich as Boston itself. Founded in 1927 by the industrious Wyner family as an original landmark hotel, the hotel has remained in continuous operation to the present day.

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

Investor Relations Manager
(212) 224-3689
lauren.feldman@institutionalinvestor.com