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.
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
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:
Assistant Director, RIA Institute
Director, Investor Relations
+1 212 224 3071
For Asset Managers interested in becoming a Supporting Member, please contact:
Senior Executive Director
+1 646 634 8464
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.’