At the 6th Annual RIA West Investment Forum, we will explore the global investment and industry trends that RIA executives need to watch and prepare for in the coming years. In many ways, it feels as though the wealth management industry is undergoing unprecedented changes that will impact the way advisors run their businesses and the way they invest on behalf of their underlying clients. Trends such as geopolitical upheavals, the relentless speed of RIA and investment technological innovation, massive demographic changes and ongoing consolidation will all affect the industry and the opportunity and risk landscape in the long-term.
RIA Megatrends: Protecting the Future of your Firm
Through expert presentations, peer-driven breakouts, and panel discussions, we will discuss the following megatrends, their implications, and innovative solutions to succeed.
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Global Environmental Trends: Investment Implications
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Unstoppable M&A: How to Ride the Wave to the Top
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The Aging Advisor Population: Ensuring the Future Success of your Firm
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Persistently Low Interest Rates: Rethinking Asset Allocation to Access Returns
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Underlying Client Demographics: Preparing for the Great Wealth Transfer
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Technological Innovation and Automation: It’s Time to Get On Board
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Revisiting Alternatives: Private Equity, Hedge Funds, and Venture Capital – Risks, Opportunities and Access
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Cybersecurity as a Differentiator: Win Big Clients by Being Secure
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Robo-Advisory: Automation is the New Black
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Fee Compression: Adapt Your Value Proposition to Justify Fees
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The Rise of Platforms: Pros and Cons for the RIA Industry
Joseph Zappia
Co-Chief Investment Officer
LVW Advisor
Jonathan Allen
Senior Member, International Research Team
Select Equity
Scott Reed
Chief Executive Officer
Hardy Reed, LLC
David DeVoe
Managing Director and Founder
DeVoe & Company, on behalf of Nuveen Investments
Ken Haman
Managing Director, AB Advisor Institute
AllianceBernstein
Stephen Deschenes
Senior Vice President, Investment Services
Capital Group Home of American Funds
Carl E. Choy
Principal
CKW Financial Group
Scott Sorensen
Principal
Vigilant Capital
Brendan Connaughton
Chief Investment Officer, Partner
ClearPath Capital Partners
Stuart Friedman
President/Founder
Progressive Management Associates
Mark Eshman
Chairman & CIO
ClearRock Capital
Matt Morris
Vice President of Enterprise Solutions
Riskalyze
Lily L. Ku
Financial Planner & Relationship Manager
Pillar Pacific Capital Management, LLC
Alejandra Grindal
Senior International Economist
Ned Davis Research Group
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:
Gabrielle Morgan
+1 212 224 3691
gabrielle.morgan@institutionalinvestor.com
QUESTIONS?
For more information, please contact:
Lauren Feldman
Investor Relations Manager
+1 212 224 3689
lauren.feldman@institutionalinvestor.com