5th Annual RIA Central Investment Forum

Apr 17th - Apr 18th 2019
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 5th Annual RIA Central Investment Forum will focus on the practice management techniques and investment strategies leading independent, fee-based firms should be familiar with in order to compete and survive in an increasingly crowded, increasingly competitive, and rapidly changing market.

  • The economic and financial results of the 2018 tax reforms one year on
  • Succession planning and equity sharing schemes which produce the desired outcome
  • Dynamic fee structures
  • The $6 trillion (just making up numbers here, folks) question: Fixed income in 2019
  • A critical assessment of the platforms serving the RIA community
  • Effective training and staff development programs
  • Accessible inflation-hedging strategies
  • Will real assets investments look more attractive in 2019?
  • My diversification is bigger than yours: What diversified portfolios might look like in 2019 
2018 Advisory Board
  • Jeffrey Assaf, Senior Managing Director, ICG Advisors
  • Toussaint Bailey, Chief Executive Officer, Enso Wealth Management
  • Stuart Blair, Director of Research, Canterbury Consulting
  • Ken Bower, CEO, Managing Director, Clayton Financial Group, LLC
  • Debra Brennan Tagg, Managing Partner, Brennan Financial Services
  • Jonathan Foster, President & CEO, Angeles Wealth Management
  • Eric Godes, President and Chief Operating Officer, Daintree Advisors
  • Andy Hart, President, Delegate Advisors
  • Frederick Hinkley, Wealth Manager, Manchester Capital Management, LLC
  • William Hornbarger, Chief Investment Officer, Moneta Group
  • Rita Lee, Director of Research, Vice President, Principal, Brouwer & Janachowski
  • Cosmin Lucaci, Vice President, Brownson, Rehmus & Foxworth
  • John Mannix, Chief Executive Officer, Baldwin Brothers
  • Danie McHugh, Partner, Summit Trail Advisors
  • 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
  • Lori Van Dusen, Chief Executive Officer, LVW Advisors
  • Joseph Zappia, Principal, Co-Chief Investment Officer, LVW Advisors

    *Additional Advisory Board members will be announced as they are confirmed

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:

Steve Olson
+1 212 224 3943
solson@iiforums.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.

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QUESTIONS?

For more information, please contact:

Lauren Feldman

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