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 2018 agenda was developed with the latest trends and most actionable insights in the RIA Institute. Topics discussed include:

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 

2018 Final 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:

Steve Olson
+1 212 224 3943
solson@iiforums.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

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.

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.


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QUESTIONS?

For more information, please contact:

Lauren Feldman

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