RIA Institute's East Coast Seminar

May 26th 2022
Park Hyatt Hotel
Washington D.C
ABOUT

Growth by Intelligent Design

 

Despite the many economic implications of the COVID-19 pandemic and ensuing lockdowns of 2020, the registered investment advisor community continued to see steady growth in 2020 and 2021. Not only was there an increased demand for advice but the industry at a large grew with over 14,000 Security and Exchange Commission – registered advisors.

However, this period of accelerated growth came with its own set of challenges for the registered investment advisor community. Looking back to March 2020, leaders at RIAs big or small didn't have a blueprint on how to best manage the many facets of their business but a global pandemic most certainly forced them to look inward and accelerate key developments. The convergence of investment management and technology reshaped the advisory business over this tumultuous time and RIAs with increased emotional intelligence grew by design.   

Three months into 2022, we can all agree that this year too is going be challenging. The resurgence of inflation as a concern for consumers, businesses, and investors has dominated headlines in our inboxes since October '21 but come December '21, the Consumer Price Index rose to 7%. To make matters worse, the 60/40 portfolio had its worst slide since the onset of the pandemic in March 2020.

With tensions rising on the international front, market volatility is expected. Russia's invasion of Ukraine has been the most important geopolitical event since fall of the Iron Curtain. Any war is a humanitarian crisis but it's investment implications cannot be ignored. Investment teams at RIAs are in the midst of watching their client portfolios with a fine-tooth comb and will ultimately, will have to readjust investment positions with their clients' interest in mind. 

With these concerns still developing and evolving by the minute, we at the RIA Institute have to ask: does opportunity for growth lie within these adversities? 

We at the RIA Institute invite you to join us and other like-minded RIAs in a safe, socially distanced setting for a candid discussion on these and other relevant topics at our RIA Institute's East Coast Seminar on Thursday, May 26th at the Park Hyatt Washington, D.C. 

 

Assumption of Risk

An inherent risk of exposure to COVID-19 exists in any public place where people are present. By attending this event, you agree to be voluntarily bound to our Assumption of Risk terms, which can be found here.

 

Become a Supporting Member

2022 Advisory Board

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

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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

Assistant Director, RIA Institute
Director, Investor Relations

+1 212 224 3071
bdoshi@iiforums.com

For Asset Managers interested in becoming a Supporting Member, please contact: 

Bob Edmunds

Senior Executive Director
+1 646 634 8464
robert.edmunds@institutionalinvestor.com

About RIA Institute

Institutional Investor's 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.’