RIA Central Regional Investment Forum - Denver 2021

Nov 4th 2021
Four Seasons Hotel
Denver
About

This Time It’s Different: Seeking Investment Opportunities in our New World

A global pandemic couldn’t slow down the continued growth of the independent RIA movement.

Time spent at home has led to a deepening of the advisor/client relationship, allowing advisors to become more in tune with their clients’ true needs. One overarching theme that has emerged from that period is - what are the most interesting investment opportunities in a post-Covid environment and how can RIAs identify them?

The future of electric cars and autonomous driving vehicles was paved during the early days of the pandemic in 2020 and we watched electronic partnerships emerge as a result. A fight to reduce CO2 emissions and a focus on environmental impact also came to light.  Building off of that, impact investing continues to be a sticking point for some, with RIAs still grappling with tackling it in-house. Opportunities in real estate are of particular interest as is the commodity and cryptocurrency space.

This year, we will bring together like-minded RIAs, but in a safe, socially distanced setting for our Inaugural RIA Central Regional Investment Forum – Denver.  

SAFETY PROTOCOLS

Physical Distancing

All physical distancing mandates will be followed by Institutional Investor and the hotel venue. In addition, we ask that all attendees adhere to social distancing mandates when interacting at the event.

Disinfect and Sanitize

All event spaces will undergo increased disinfection and sanitization daily. Hand sanitizer will be readily available at multiple locations.

Face Masks

If recommended by the local health authority guidance, we will ask all participants to wear a face covering. Face coverings will be available on arrival should participants not have their own.

Temperature Checks

Depending on the relevant health authority guidance, we may include temperature checks or other screening measures upon arrival at the event.
Health & Safety Advisory: If you have a fever, cough, shortness of breath, feeling unwell or suspect to have symptoms of COVID-19, please seek medical attention and do not attent the event.
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Safety Precautions

PRINCIPLES OF SAFETY

1. Until no longer necessary, we will conduct on-site health screenings.

2. Until no longer necessary, we will require all attendees to wear masks and/or personal protective equipment.

3. Roundtable format and venue will be designed to promote social distancing and smaller groups.

4. Institutional Investor will partner with venues with the highest health and housekeeping standards (including routine cleaning and disinfecting of surfaces).

5. Institutional Investor will comply with all CDC and state/city guidelines. In the event of a conflict, we will comply with the stricter regulations.

2021 Advisory Board

Jonathan Foster, President & CEO, Angeles Wealth Management

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, CFA, CQF, Director of Manager Research, Bel Air Investment Advisors

Debra Brennan Tagg, CFP, President, Brennan Financial Services

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

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

Brendan D. Connaughton, ChE, Founder, Managing Partner, Catalyst Private Wealth

Randy Conner, President, Churchill Management Group

Doug Regan, Co-Chairman, Cresset

Adam Phillips, CFA, CFP, Partner, Director of Portfolio Strategy, EP Wealth Advisors

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

Michael Carr, CRPC, Partner & Lead Advisor, FMP Wealth Advisors

William "Biff" Pusey, Jr., JD, Partner, Kimble Advisory

Joseph P. Zappia, CIMA, Chief Compliance Officer, Co-Chief Investment Officer, Principal, LVW Advisor

Frederick Hinkley, Wealth Manager, Manchester Capital Management

Donald Calcagni, Chief Investment Officer, Mercer Advisors

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

Michael Ashley Schulman, CFA, Partner & Chief Investment Officer, Running Point Capital

Seán O'Dowd, CFA, Managing Director and Family Business Advisor, Silvercrest Asset Management

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

Venue

Four Seasons Hotel

1111 14th St
Denver, CO 80202
United States

 

 

Upcoming Events

October 5-6, 2021 | In-Person Conference

10th Annual RIA West Investment Forum

Marina Del Rey, CA

Learn more

Contact

QUESTIONS?

For more information, please contact:

Kristen Oliveri

 Director
(212) 224-3658
kristen.oliveri@institutionalinvestor.com 

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.’