9th Annual RIA West Investment Forum

Oct 7th - Oct 8th 2020
The Ritz-Carlton
Marina del Rey

We do pay attention to your evaluations and feedback: You wanted more program time devoted to discussions and you got it! More than 70% of the available time at our 8th Annual RIA West Investment Forum will be devoted to formats specifically designed to facilitate casual direct networking or small group discussions.

This important change to this meeting will maximize the time you can spend with other RIAs, building relationships and learning from each other’s experiences, mistakes, and successes during breakout workshops, tabletop discussions, and case studies and at breakfasts, lunches, breaks, and the cocktail reception and dinner.

So this isn’t a meeting where you’re advised to sit back and relax; this one is more about lean forward and engage. The more you put in, the more you’ll get out of the day and a half of diverse sessions focusing on both investments and practice management topics.

We hope you will be able to join us October 17-18, 2019 at the Ritz-Carlton in Marina del Rey.

RIA Registration                 Become a Supporting Member

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

2019 Agenda

Each year, we're joined by senior investment executives from the nation's preeminent RIAs while they tackle the big questions facing the future of the industry. We're looking forward to another year of discussions about the investment and practice management strategies to meet your client's needs. This year's agenda will encourage leaders in this industry to debate, discuss, and collaborate to propel their businesses and the industry to new heights in 2020.

View the 2019 Agenda
Become a Supporting Member

Institutional Investor would like to thank this year's supporting members of the RIA Institute from premier asset management firms and providers.The benefits for firms which join the RIA Institute as supporting members include a dramatically reduced sales cycle, significant savings on client acquisition and servicing, and, most importantly, a much greater understanding of the changing needs of their clients so that these firms may, in turn, grow their businesses.

Make sure to request information on supporting membership to become a part of the RIA Institute.

Become a Supporting Member


RIA Registration


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The Ritz-Carlton

4375 Admiralty Way
Marina Del Rey, CA 90292

There are certain elements that attract visitors to Southern California: beautiful beaches, incredible cuisine and an attitude that acts as a gentle reminder to slow down and enjoy the present. Guests of The Ritz-Carlton, Marina del Rey are invited to experience SoCal living with the hotel’s collection of amenities, including LA’s only waterfront saltwater pool, farm-to-table dining, a luxury spa and accommodations overlooking the marina or city.

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:

Lauren Feldman