10th Annual RIA West Investment Forum - Marina Del Rey

Oct 5th - Oct 6th 2021
The Ritz Carlton
Marina Del Rey
About

The Reinvention of the Advisor

The global pandemic has fundamentally changed the way we all live, conduct business, etc. and the independent RIA industry is no exception. During this time of great adversity, advisors have risen to the challenge, proven their worth and continue to build stronger relationships to make a meaningful impact on their clients’ lives and the accumulation of their wealth. In many ways, the RIA industry has experienced a rebirth—a reinvention of the traditional advisor.

Given the circumstance, RIA have reevaluated everything from their business models to the implementation and use of technology platforms to real estate to shepherding their own staff through difficult times. While the markets will eventually recover and the world will get back on track, RIA have been transformed - arguably for the better. 

In that context, the 10th Annual RIA West Investment Forum will focus on the practice management techniques and investment strategies leading independent RIA firms should be familiar with in order to compete and survive in an increasingly crowded, increasingly competitive and rapidly changing market. Utilizing a safe, socially-distant format, the sessions will include guest speakers, workshops and discussion tables to foster collaboration and idea-sharing amongst the leaders in the ever-evolving RIA industry.

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Registration

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Safety Precautions

PRINCIPLES OF SAFETY

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.

2021 Advisory Board

Jonathan Foster, President & CEO, Angeles Wealth Management

Margaret Dechant, CFP, Partner & Founder, Chief Executive Officer, 6 Meridian

Julie Roy, CFA, CFP, CIC, Director of Financial Planning, Wealth Manager, Badgley & Phelps

John Mannix, Chief Executive Officer, Baldwin Brothers

Carl Ludwigson, CFA, CQF, Director of Manager Research, Bel Air Investment Advisors

Debra Brennan Tagg, CFP, President, Brennan Financial Services

Rita Lee, PFS, CGMA, CDFA, Director of Research, Vice President, Principal, Brouwer & Janachowski

Cosmin Lucaci, CFA, Vice President - Investment Research, Brownson, Rehmus & Foxworth, Inc.

Randy Conner, MBA, President, Churchill Management Group

Doug Regan, Co-Chairman, Cresset Capital

Carina S. Diamond, MBA, CFP, AIF, Chief Experience Officer and Managing Partner, Dakota Wealth Management

Adam Phillips, CFA, CFPA, Managing Director, Portfolio Strategy, Partner, EP Wealth Advisors

Michael Carr, CRPC, Partner & Lead Advisor, FMP Wealth Advisors

Michelle Katzen, CFP, CDFA, Managing Director, HCR Wealth Advisors

William "Biff" Pusey, Jr., MBA, JD, Partner, Kimble Advisory

Joseph Zappia, CIMA, Principal, Co-Chief Investment Officer, LVW Advisors

Frederick Hinkley, Wealth Manager, Manchester Capital Management

Donald Calcagni, CFP, MST, Chief Investment Officer, Mercer Advisors

Chris Osmond, CFA, CAIA, CFP, Chief Investment Officer, Prime Capital Investment Advisors

Michael Ashley Schulman, CFP, Partner & Chief Investment Officer, Running Point Capital

Seán O'Dowd, CFA, Managing Director and Family Business Advisor, Silvercrest Asset Management

Scott Sorensen, CFA, Principal & Chief Investment Officer, Vigilant Capital Management, LLC

Forum Chair
Venue

The Ritz Carlton

4375 Admiralty Way
Marina Del Rey, CA 90292
United States

 

 

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Learn more

About RIA Institute
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 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.’

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

 

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

Kristen Oliveri

Program Director
+1 212 224 3658
kristen.oliveri@institutionalinvestor.com