This Time It’s Different: Seeking Investment Opportunities in our New World
A global pandemic couldn’t slow down the continued growth of the independent RIA movement.
Time spent at home has led to a deepening of the advisor/client relationship, allowing advisors to become more in tune with their clients’ true needs. One overarching theme that has emerged from that period is - what are the most interesting investment opportunities in a post-Covid environment and how can RIAs identify them?
The future of electric cars and autonomous driving vehicles was paved during the early days of the pandemic in 2020 and we watched electronic partnerships emerge as a result. A fight to reduce CO2 emissions and a focus on environmental impact also came to light. Building off of that, impact investing continues to be a sticking point for some, with RIAs still grappling with tackling it in-house. Opportunities in real estate are of particular interest as is the commodity and cryptocurrency space.
This year, we will bring together like-minded RIAs, but in a safe, socially distanced setting for our Inaugural RIA Regional Investment Forum – Denver.
PRINCIPLES OF SAFETY
1. Until no longer necessary, we will conduct on-site health screenings.
2. Until no longer necessary, we will require all attendees to wear masks and/or personal protective equipment.
3. Roundtable format and venue will be designed to promote social distancing and smaller groups.
4. Institutional Investor will partner with venues with the highest health and housekeeping standards (including routine cleaning and disinfecting of surfaces).
5. Institutional Investor will comply with all CDC and state/city guidelines. In the event of a conflict, we will comply with the stricter regulations.
Jonathan Foster, President & CEO, Angeles Wealth Management
Margaret Dechant, CFP, Partner & Founder, Chief Executive Officer, 6 Meridian
Julie Roy, Director of Financial Planning, Wealth Manager, Badgley & Phelps
John Mannix, Chief Executive Officer, Baldwin Brothers
Carl Ludwigson, CFA, CQF, Director of Manager Research, Bel Air Investment Advisors
Debra Brennan Tagg, CFP, President, Brennan Financial Services
Rita Lee, Director of Research, Vice President, Principal, Brouwer & Janachowski
Cosmin Lucaci, CFA, MBA, Vice President - Investment Research, Brownson, Rehmus & Foxworth, Inc.
Brendan D. Connaughton, ChE, Founder, Managing Partner, Catalyst Private Wealth
Randy Conner, President, Churchill Management Group
Doug Regan, Co-Chairman, Cresset
Adam Phillips, CFA, CFP, Partner, Director of Portfolio Strategy, EP Wealth Advisors
Carina S. Diamond, Chief Experience Officer and Managing Partner, Dakota Wealth Management
Michael Carr, CRPC, Partner & Lead Advisor, FMP Wealth Advisors
William "Biff" Pusey, Jr., JD, Partner, Kimble Advisory
Joseph P. Zappia, CIMA, Chief Compliance Officer, Co-Chief Investment Officer, Principal, LVW Advisor
Frederick Hinkley, Wealth Manager, Manchester Capital Management
Donald Calcagni, Chief Investment Officer, Mercer Advisors
Chris Osmond, CFA, CFP, Chief Investment Officer, Prime Capital Investment Advisors
Michael Ashley Schulman, CFA, Partner & Chief Investment Officer, Running Point Capital
Seán O'Dowd, CFA, Managing Director and Family Business Advisor, Silvercrest Asset Management
Scott Sorensen, Principal & Chief Investment Officer, Vigilant Capital Management, LLC
Participation is strictly limited to qualified executives. Once registered, a member of the Institutional Investor's RIA Institute team will be in touch to confirm attendance. Due to capacity restraints, all registrations will be accepted on a first come first serve basis.
For RIAs interested in attending and/or participating, please contact:
Bhuvna Doshi
Director, Investor Relations
+1 212 224 3071
bdoshi@iiforums.com
For Asset Managers interested in becoming a Supporting Member, please contact:
Kristen Oliveri
Program Director
+1 212 224 3658
kristen.oliveri@institutionalinvestor.com
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.’