RIA Institute

RIA Senior Delegates Roundtable 2021

Jan 27th 2021
1:00pm - 4:30pm EST
Webinar
About

A Reimagined Reality: Serving the RIA Community in Turbulent Times

2020 was nothing short of a remarkable year. As our global society continues to grapple with the effects of the coronavirus pandemic, the independent RIA channel finds itself at an inflection point. An industry built upon personal relationships and long-term investing has been challenged, as firms seek alternative means to interact with existing clients and continue to do business development. Technological challenges that were on the rise a year prior, have now been brought to the forefront for many, and others look to engage clients without travel.

The RIA Institute’s Senior Delegates Roundtable will bring together the heads of sales and distribution from our elite supporting member firms for a virtual afternoon of peer-to-peer networking and education. The goal of the roundtable is to share best practices, debate challenges and opportunities and help asset managers optimize their sales and marketing strategies to help them remain successful for years to come. The agenda will be organized around these major themes:

1.       Understanding and identifying key trends in the RIA industry in the midst of a global pandemic

2.       Identifying investment trends that are in and out of favor for the year ahead

3.       Accepting that marketing is a core focus for firms to succeed in a virtual world

4.       Learning how advisors and managers can work more seamlessly together

Contact

For more information, please contact:

Kristen Oliveri

Director, RIA Institute

kristen.oliveri@institutionalinvestor.com

 

Irvin Adu-Gyamfi

917 734 1913

irvin.adugyamfi@institutionalinvestor.com