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12th Annual RIA East Regional Investment Forum

Jun 9th 2022
Renaissance Boston Waterfront Hotel
Boston, MA
Safety Precautions

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.

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

Register



Registration

Contact
Assistant

Venue

Renaissance Boston Waterfront Hotel

Explore Boston's Seaport district from our Waterfront hotel. Renaissance Boston Waterfront Hotel invites you to enjoy well-appointed accommodations, modern amenities and a scenic waterfront location in the Seaport District.

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

Director, Investor Relations
+1 212 224 3071
bdoshi@iiforums.com