4th Annual RIA Central Investment Forum

Apr 17th - Apr 18th 2018
Four Seasons Hotel
Chicago
About

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.’

This new membership's primary goal is to help RIAs make the investment decisions and practice management choices that will best serve their underlying clients.

Agenda

The 2018 preliminary agenda is currently being developed with the latest trends and most actionable insights in the RIA Institute. We will keep you informed with the new agenda as we approach the event. For now, please find the agenda to last year's forum.

Last Year's Agenda

Advisory Board (to date)
  • Richard Busillo, CEO, RTD Financial, PA
  • Michael Zeuner, Managing Partner, WE Family Offices, FL
  • Barbara Young, CEO, CIO, Founding Principal, Cypress Wealth Advisors, CA
  • Brian Pollack, Partner, Evercore Wealth Management, NY
  • Robert Stone, Partner, Telemus, MI
  • David Becker, President, Northern Oak Wealth Management, WI
  • Andy Hart, President, Delegate Advisors, MA
  • Rita Lee, Director of Research, Brouwer & Janachowski, CA
  • Russell Norwood, Founding Partner, Managing Director, Venturi Wealth Management, TX
  • James Callahan, Managing Director and Chief Investment Officer, Janiczek & Company, LTD., CO
  • William Hornbarger, Chief Investment Officer, Moneta Group, MO
  • Patrick Barry, Managing Partner, Barry Investment Advisors, MA
  • Kenneth Bower, Managing Director, Clayton Financial Group, MO
  • Eric Godes, President and Chief Operating Officer, Daintree Advisors, MA
  • Michael J. Vogelzang, President & Chief Investment Officer, Boston Advisors, MA
  • Matthew Cooper, President, Beacon Pointe Wealth Advisors, CA
  • Cosmin Lucaci, Vice President, Brownson, Rehmus & Foxworth, Inc. IL
  • John Mannix, CEO, Baldwin Brothers, MA
  • Scott Sorensen, Portfolio Manager, Research Analyst, Vigilant Capital Management, NH
  • Debra Brennan Tagg, Managing Partner, Brennan Financial Services
  • Brock Moseley, Founder and Managing Director, Miracle Mile Advisors
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.’

For more information, please contact:

Gabrielle Morgan
+1 212 224 3691
gabrielle.morgan@institutionalinvestor.com

Venue

Four Seasons Hotel

120 East Delaware Place
Chicago, IL 60611
United States

+1 312 280 8800
www.fourseasons.com/chicago

Located steps from the Magnificent Mile and North Michigan Avenue's best shopping — and just minutes from Chicago's business and financial centres. The unrivalled guest-room views of Lake Michigan and the city skyline will leave you breathless.

Register


Registration

Contact
Assistant
Contact

QUESTIONS?

For more information, please contact:

Lauren Feldman

Investor Relations Manager
(212) 224-3689
lauren.feldman@institutionalinvestor.com