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.’
This new membership's primary goal is to help RIAs make the investment decisions and practice management choices that will best serve their underlying clients.
The 2019 agenda was developed with the latest trends and most actionable insights in the RIA Institute.
Institutional Investor’s RIA Institute would like to thank our Advisory Board of esteemed RIA executives who help shape the Institute’s content, thought leadership and programming for the year.
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, President, 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, Partner, Kimble 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
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
QUESTIONS?
For more information, please contact:
Lauren Feldman
Investor Relations Manager
(212) 224-3689
lauren.feldman@institutionalinvestor.com