12th Annual RIA East Investment Forum

Jun 9th 2022
Renaissance Boston Waterfront Hotel
Boston, MA
About

Public Enemy No. 1

No, the coronavirus pandemic isn’t what we are referring to here. It's inflation largely caused by supply-chain issues and nationwide labor shortages.
 
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% which was the highest it's been since the early '80s*. To make matters worse, the 60/40 portfolio had its worst slide since the onset of the pandemic in March 2020.

With both, bonds and equities underperforming, investors have been looking for new ways to move away from the classic standard of the 60/40 approach. Will allocations to alternatives, such as the private debt markets where assets aren’t bound to publicly traded stocks and bond increase in popularity? If this rings true, what does the modern portfolio look like? Will the long misunderstood private credit instruments finally gain prominence? Are you and your peers ready to navigate the risks associated with these strategies?

Additionally, how are or will your clients react to increased inflationary pressures and the subsequent increased volatility? Do these macro factors potentially add additional stress to your relationships with them or provide an opportunity for you to capture more assets and even perhaps onboard new ones?

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 12th Annual RIA East Investment Forum on Thursday, June 9th at the Renaissance Boston Waterfront Hotel.

 

*Source: Bloomberg News   
 

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

About 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 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.’

Contact

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