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.
Investments & Portfolio Construction
Michael W. Crook, CAIA, Chief Investment Officer, Mill Creek Capital Advisors, LLC
Daniel S. Kern, CFA, CFP, Chief Investment Officer and Shareholder, TFC Financial Management, Inc.
Carl Ludwigson, CFA, CQF, Director of Manager Research, Bel Air Investment Advisors
Adam Phillips, CFA, CFP, Managing Director, Portfolio Strategy / Partner, EP Wealth Advisors
Eddie Phillips, Director of Private Investments, Heritage Wealth Advisors
Michael Ashley Schulman, CFA, Partner / Chief Investment Officer, Running Point Capital Advisors
Ronald J. Smolenski, Jr., CIMA, Managing Director of Research, Pitcairn
Scott Sorensen, CFA, Principal & Founder, Vigilant Capital Management
David Sterman, CFP, President and CEO, Huguenot Financial Planning
Practice Management & Culture
Michael Bisaro, AIF, President and CEO, StraightLine Group
Jeffrey J. Burney, Chief Strategy Officer, Crestone Capital
Carina Diamond, Chief Experience Officer and Managing Partner, Dakota Wealth Management
Jonathan Foster, President & CEO, Angeles Wealth Management
Michelle Katzen, CFP, CDFA, Managing Director, HCR Wealth Advisors
Seán O'Dowd, CFA, Managing Director, Silvercrest Asset Management
Lauren Sigman CFP, Managing Director, Principal, Robertson Stephens
Debra Brennan Tagg, CFP, President, BFS Advisory Group
Natalia Tchetchoulina, Partner, Cerity Partners
Erin Voisin, CFP, EA, CDFA, ChFC, Managing Director – Wealth Management Services/ Partner, EP Wealth Advisors
Impact & Implementation
Toussaint Bailey, Chief Executive Officer, Enso Wealth Management
Steve Ellis, CFA, Founder and President, Colorado Capital Management
Jennifer Kenning, CEO & Co-Founder, Align Impact
Bud Sturmak, CO-CIO and Partner, Perigon Wealth Management
The Ritz - Carlton
Five miles from LAX airport, near Venice Beach and Santa Monica, The Ritz-Carlton, Marina del Rey offers five-star luxury with a distinctly Californian touch. Set along the waterfront, the hotel features newly renovated, pet-friendly accommodations with marina views and coastal chic appeal; a farm-to-table restaurant that showcases products and wines from regional producers; and a spa that combines the benefits of plants and science.
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 and two annual networking receptions to engage in 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.’
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.