Finding Value as the Dust Begins to Settle

Apr 21st 2021
1:00 - 2:30 PM EST
Virtual Program
About

Join Institutional Investor’s RIA Institute as we have an open dialogue about the current state of our country and economy as the Biden administration settles in and the vaccine rollout is underway. Given current events: where can RIAs look to for value? This program will endeavor to discuss opportunities, challenges, and how to best position portfolios in today’s environment.

This webinar is 90 minutes and scheduled for 1:00 - 2:30 PM Eastern Time.

View Preliminary Agenda

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Advisory Board

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

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

John Mannix, Chief Executive Officer, Baldwin Brothers

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

Debra Brennan Tagg, President, Brennan Financial Services

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

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

Randy Conner, President, Churchill Management Group

Doug Regan, Co-Chairman, Cresset

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

Michael Carr, Partner & Lead Advisor, FMP 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, Chief Investment Officer, Mercer Advisors

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

Michael Ashley Schulman, 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

Contact

For more information, please contact:

Kristen Oliveri

Director, RIA Institute

kristen.oliveri@institutionalinvestor.com

 

Irvin Adu-Gyamfi

917 734 1913

irvin.adugyamfi@iimemberships.com