9th Annual RIA East Investment Forum

Jun 13th - Jun 14th 2019
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

The 2019 agenda was developed with the latest trends and most actionable insights in the RIA Institute.

2019 Preliminary 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.

Jeffrey Assaf, Senior Managing Director, ICG Advisors

Toussaint Bailey, Chief Executive Officer, Enso Wealth Management

Stuart Blair, Director of Research, Canterbury Consulting

Ken Bower, CEO, Managing Director, Clayton Financial Group, LLC

Debra Brennan Tagg, President, Brennan Financial Services

Jonathan Foster, President & CEO, Angeles Wealth Management

Eric Godes, President and Chief Operating Officer, Daintree Advisors

Andy Hart, President, Delegate Advisors

Frederick Hinkley, Wealth Manager, Manchester Capital Management, LLC

William Hornbarger, Chief Investment Officer, Moneta Group

Rita Lee, Director of Research, Vice President, Principal, Brouwer & Janachowski

Cosmin Lucaci, Vice President, Brownson, Rehmus & Foxworth

John Mannix, Chief Executive Officer, Baldwin Brothers

Biff Pusey, PartnerKimble Advisory

Fariba Ronnasi, Principal, Elite Wealth Management

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

Lori Van Dusen, Chief Executive Officer, LVW Advisors

Joseph Zappia, Principal, Co-Chief Investment Officer, LVW Advisors

Featured Speaker

Beverly Flaxington, The Human Behavior Coach

Bestselling & Gold-Award Winning Author

Beverly D. Flaxington, MBA, is the Human Behavior Coach®. She is a three-time bestselling and Gold-award winning author, an investment industry professional, an international speaker, an accomplished consultant, Certified Hypnotherapist, personal and career coach, college professor, corporate trainer, facilitator, behavioral expert, entrepreneur and business development expert.

Beverly’s knowledge of human behavior and the most effective ways to make change happen have helped thousands of people and hundreds of organizations over the years. In addition to being a coach on changing human behavior she is recognized as a confidence coach and work relationship “doctor” by many.

Bev has created a number of proprietary, successful approaches to changing human behavior and helping companies reach higher levels of excellence including the Sales Effectiveness Model, the S.H.I.F.T. Model™, and the Five Secrets to Successful Selling™.

She is a frequent speaker and contributor to articles on the subjects of sales, marketing, behavioral issues, employee and career issues, effective time management and dealing with difficult people. Bev blogs for Psychology Today.com twice a month and answers human-related questions in the workplace in her weekly “Ask Bev” column in Advisor Perspectives Magazine.

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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QUESTIONS?

For more information, please contact:

Lauren Feldman

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