AN EXCLUSIVE, PRIVATE MEMBERSHIP BY RIAS FOR RIAS

About

Through expert-led panel discussions, presentations, guest speakers, and real-time market research, the RIA Institute drives innovation in the dynamic and rapidly growing registered investment advisor community, helping RIAs make the investment decisions and practice management choices that will best serve their underlying clients.

The RIA Institute:

  • Works with an RIA Advisory Board of senior executives from the nation’s largest innovative and successful RIAs to ensure cutting-edge and relevant content throughout the year
  • Helps supporting members build relationships with senior, decision-making representatives from the nation’s premier RIAs. It helps our RIA members build their network with other RIAs.
  • Assesses new and innovative investment strategies, products, and vehicles that preserve and grow the wealth of RIA underlying clients and how they fit within specific wealth management portfolios.
  • Communicates best practices in firm management, including technology innovation, back-office management, succession planning options, hiring, and more, helping RIAs build and manage their businesses.
The key difference to this conference over the others I attend is the ability to hear from my RIA peers. The more I can hear on panels what other RIAs are doing, the more value.

Stephen C. Biggs, Principal/Chief Investment Officer, HC Financial Advisors, Inc.


Benefits

Three annual private roundtables

RIA Central Investment Forum in May; RIA East Investment Forum in June, RIA West Investment Forum in October.  

Senior delegates-only roundtable

Learn how the RIA industry is evolving and how your firm can adapt, with high level discussions among senior RIA executives at this single-day meeting.

Thought leadership

Nominate experts from your firm as discussion leaders, panelists, or presenters to share knowledge and provide insights to fellow RIA members.

Live market research

Receive confidential electronic polling results, presentations and executive summaries after each forum, providing you with important industry barometers.

Continue the conversation

Join our private LinkedIn group exclusive to RIA members and supporting members; post research and white papers.

Structured networking time

Participate in small, tabletop discussions mixing managers and RIAs, making connections easier and positioning you as a trusted expert.

Members

AB
Capital Group
Five Points Capital
GoldenTree Asset Management, LP
John Hancock Financial Services

Nuveen Investments
Pioneer Investments
Select Equity Group, Inc.
T.Rowe Price
William Blair & Company

First class in all aspects. Appreciate opportunities for RIA interaction.

Steven L. Skancke, Chief Investment Strategist, Keel Point LLC


Upcoming Events
Contact

Questions?

For more information, please contact:

Lauren Feldman
+1 212 224 3689
Lauren.Feldman@InstitutionalInvestor.com