Please join us for the 10th Annual RIA Central Investment Forum.
The RIA Institute convenes North America’s premier RIAs for thought-provoking discussions via intimate roundtables. We bring the key decision makers from every corner of the U.S. and Canada together in environments carefully built for purposeful collaboration.
Through expert-led panel discussions, presentations, guest speakers, and real-time market research, the RIA Institute drives innovation in the dynamic and rapidly growing registered investment advisor community, helping RIAs make the investment decisions and practice management choices that will best serve their underlying clients.
Jacqeline Campbell, President, CEO, Senior Wealth Advisor, Alexander Legacy Private Wealth
Carl Ludwigson, Managing Director, Bel Air Investment Advisors
Cosmin Lucaci, Director of Research, Brownson Rehmus & Foxworth
Chris Osmond, Chief Investment Officer, Centura Wealth Advisory
Natalia Tchetchoulina, Partner, Cerity Partner
Jack Ablin, Chief Investment Officer, Cresset Capital
Jonathan Dane, Managing Partner, Chief Investment Officer, Defiant Capital Group LLC
Adam Phillips, Managing Director, Portfolio Strategy, Partner, EP Wealth Advisors
Brian Pollak, Partner, Portfolio Manager, Evercore
Ted Halpern, President, Wealth Advisor, Halpern Financial
Steven Fraley, Principal, Director, Innovest
Henry Lao, Vice President of Manager Research, Mercer Advisors
Brian Andrews, Chief Investment Officer, Merit Financial Advisors
Bruce Milam, Chief Executive Officer, Miracle Mile Advisors
Chris Kamykowski, Head of Investment and Research, Moneta Group
Meghan Pinchuk, Chief Investment Officer, Partner, Morton Wealth
Daniel Kern, Chief Investment Officer, Nixon Peabody LLC
Rafia Hasan, Chief Investment Officer, Perigon Wealth Management, LLC
Bud Sturmak, CFP®, AIF®, Head of Impact Investing & Partner, Perigon Wealth Management, LLC
Lauren Sigman, Managing Director, Principal, Robertson Stephens
Patrick McGowan, Head of Alternative Investments & Manager Research, Sanctuary Wealth
Gina Beall, Director of Investment Research, Savant Wealth
Sean O'Dowd, Managing Director, Silvercrest Asset Management
Adam Recker, Head of Equities, Managing Director, The Mather Group
Dave Clayman, Co-Founder, Chief Executive Officer, Twelve Points Wealth Management
For RIAs interested in attending and/or participating, please contact:
Cynthia Huynh
Executive Director, Head of Investor Relations Wealth Management
301-803-8510
cynthia.huynh@institutionalinvestor.com
For Asset Managers interested in sponsoring, please contact:
Bob Edmunds
Senior Executive Director
646-634-8464
robert.edmunds@institutionalinvestor.com