5th Annual RIA Central Investment Forum

Apr 17th - Apr 18th 2019
Four Seasons Hotel
Chicago
About

All right, all pseudo apocalyptic grandstanding aside, the business and investment landscape in 2019 portends to be significantly different than the experience of many RIAs and their clients these past several years. This may require a recalibration by firms and their leaders on many fronts, and arguing our point self-interestedly, that will require information.

In that context, 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.

View the 2019 Agenda

2019 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
  • Biff Pusey, PartnerKimble Advisory
  • Fariba Ronnasi, Principal, Elite Wealth Management
  • 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

Featured Speaker

Michael E. Kitces, is a partner and the Director of Wealth Management for Pinnacle Advisory Group, a private wealth management firm located in Columbia, Maryland that oversees more than $2.0 billion of client assets.

In addition, he is a co-founder of the XY Planning Network, AdvicePay, and New Planner Recruiting, the former Practitioner Editor of the Journal of Financial Planning, the host of the Financial Advisor Success podcast, and the publisher of the popular financial planning continuing education blog Nerd’s Eye View through his website www.Kitces.com, all dedicated to advancing knowledge in financial planning.

Agenda
  • Wednesday April 17
    • 8:00 AM - 8:40 AM

      Breakfast & Registration

    • 8:40 AM - 8:45 AM

      Welcome and App Tutorial

    • 8:45 AM - 9:00 AM

      Chairperson’s Welcome and Benchmarking Session

    • 9:00 AM - 9:55 AM

      Best of Times, Worst of Times: Taxes, Trade and Trump – What Your Portfolio Needs in 2019

    • 9:55 AM - 10:10 AM

      Tabletop Discussions

    • 10:10 AM - 10:30 AM

      Moderated Q&A

    • 10:30 AM - 11:00 AM

      Coffee Break

    • 11:00 AM - 11:45 AM

      Workshop Series I: Practice Management

    • 11:45 AM - 12:30 PM

      Workshop Series II: Investments and Portfolio Construction

    • 12:30 PM - 2:00 PM

      Lunch

    • 2:00 PM - 2:45 PM

      Tomorrow Is a Brand New Day: Investing Wisely in a Changed Landscape

    • 2:45 PM - 3:30 PM

      Creating a Sustainable Firm

    • 3:30 PM - 4:00 PM

      Coffee Break

    • 4:00 PM - 4:45 PM

      Afternoon Tabletop Discussions

    • 4:45 PM - 5:30 PM

      The Future of Health and Healthcare: Using Innovative Investment Strategies to Create Change

    • 5:30 AM - 5:45 AM

      Departure for Cocktails and Dinner

    • 5:45 PM - 8:00 PM

      Cocktails & Dinner

  • Thursday April 18
    • 7:45 AM - 8:30 AM

      Full Breakfast

    • 8:30 AM - 9:00 AM

      How to Recruit and Retain NextGen Talent

    • 9:00 AM - 9:50 AM

      Hidden Gems: Three Strategies to Give Your Portfolio an Edge

    • 9:50 AM - 10:05 AM

      Tabletop Discussions

    • 10:05 AM - 10:25 AM

      Moderated Q&A

    • 10:25 AM - 10:55 AM

      Coffee Break

    • 10:55 AM - 11:25 AM

      Women as Investors

    • 11:25 AM - 12:05 PM

      Let’s Have a Tea Party? The Business Opportunities and Investment Challenges Posed by...Taxes

    • 12:05 PM - 12:50 PM

      Five Industry Trends Reshaping Financial Advice

    • 12:50 PM - 2:30 PM

      Lunch

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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Contact

QUESTIONS?

For more information, please contact:

Lauren Feldman

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