6th Annual RIA Central Investment Forum

Apr 2nd - Apr 3rd 2020
Four Seasons Hotel
Chicago
About

The wealth management industry is changing fast and it is changing dramatically. A new generation of investors, whose expectations and preferences have been shaped by new technologies and by their living through the last financial crisis and its impact, have brought new standards to the industry in terms of how advice is being delivered. Furthermore, a challenging investment environment, characterized by increased levels of uncertainty and rising costs of risk to investors and RIA firms alike is making it harder for advisors to generate superior investments.

In that context, the 6th Annual RIA Central 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.

RIA Registration                 Become a Member

First class in all aspects. 

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


Chairperson

LORI VAN DUSEN
CEO, FOUNDER | LVW ADVISORS

Lori Van Dusen, CIMA, is the Founder and CEO of LVW Advisors, a registered investment advisory firm that serves both wealthy families and individuals, as well as nonprofit institutions throughout the United States. An advocate of client-focused strategies for more than 25 years, she has become the voice of reason for providing unbiased integrated solutions in a fragmented financial services industry. Lori is passionate about numerous philanthropic causes, serving on several boards focused on urban education, health and wellness, and the fine arts.

A recipient of numerous accolades, Lori was most recently named to Barron’s Financial Advisor Hall of Fame, which recognizes advisors who have appeared in 10 or more of Barron’s annual Top 100 Advisor rankings. Additionally, Lori was ranked for the second year in a row #3 in Forbes 2020 Best-In-State Wealth Advisors list. Lori has also been ranked #66 in Forbes 2019 Top Wealth Advisors and in the top five by Forbes in the 2019 Top Women Wealth list.

Agenda
  • Thursday April 2
  • Friday April 3
Advisory Board

Institutional Investor’s RIA Institute would like to thank our Advisory Board of esteemed RIA executives who help shape the Institute’s content, thought leadership and programming for the year.

Toussaint Bailey, Chief Executive OfficerEnso Wealth Management

Ken Bower, CEO, Managing DirectorClayton Financial Group, LLC

Michael Cole, Chief Executive Officer, Cresset

Lori Van Dusen, Chief Executive Officer, LVW Advisors

Jonathan Foster, President & CEOAngeles Wealth Management

Eric Godes, President and Chief Operating Officer, Daintree Advisors

Frederick Hinkley, Wealth Manager, Manchester Capital Management, LLC

William Hornbarger, Chief Investment Officer, Moneta Group

Leo Kelly, CEO, Verdence Capital Advisors

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

Cosmin Lucaci, Vice President, Brownson, Rehmus & Foxworth

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

John Mannix, Chief Executive Officer, Baldwin Brothers

Sean O’Dowd, Managing Director, Silvercrest Asset Management

Rocio Ortega, Partner, WE Family Offices

Biff Pusey, Partner, Kimble Advisory

Amy Sabin, Managing Director, Partner, Steward Partners Global Advisory

Matthew Sexton, Director, Clear Harbor Asset Management

Chris Shepherd, Managing Director, Wealth Advisory, Spearhead Capital Advisors, LLC

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

Debra Brennan Tagg, President, Brennan Financial Services

Joseph Zappia, Principal, Co-Chief Investment Officer, LVW Advisor

Sponsor

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

 

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Venue

Four Seasons Hotel

120 E Delaware Pl
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.