2nd Annual RIA Senior Delegate Roundtable

Jan 15th 2020
Institutional Investor
New York

This event is reserved for Supporting Members

Avant-garde: Serving the Modern RIA

The constant evolution of the independent RIA channel presents asset managers with a tremendous opportunity. It can be a difficult distribution channel to master though. The convergence of technological, economic, and demographic trends will transform the wealth industry, unlocking immense global wealth across a diverse universe of investors. Coupled with transformations that are likely to occur within the capital markets ecosystem in 2020 - global instability, the rise of state-directed capitalism, technology and war for resources - we all need to be creative, innovative and adaptable to change in order to successfully navigate the expected and unexpected scenarios for the future.

The RIA Institute’s Senior Delegates Roundtable will bring together the heads of sales and distribution from our elite supporting member firms for a day of peer-to-peer networking and education. The goal of the roundtable is to share best practices, debate challenges and opportunities, and help asset managers optimize their sales and marketing strategies to help them remain successful for years to come.

2020 Agenda
Become a Supporting Member

Institutional Investor would like to thank this year's supporting members of the RIA Institute from premier asset management firms and providers.The benefits for firms which join the RIA Institute as supporting members include a dramatically reduced sales cycle, significant savings on client acquisition and servicing, and, most importantly, a much greater understanding of the changing needs of their clients so that these firms may, in turn, grow their businesses.

Make sure to request information on supporting membership to become a part of the RIA Institute.

Become a Supporting Member



Institutional Investor

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