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.
Assumption of Risk
An inherent risk of exposure to COVID-19 exists in any public place where people are present. By attending this event, you agree to be voluntarily bound to our Assumption of Risk terms, which can be found here.
Investments & Portfolio Construction
Corey Boller, CFA, Manager, Capital Management Group, Rehmann
Michael W. Crook, CAIA, Chief Investment Officer, Mill Creek Capital Advisors, LLC
Jonathan Dane, Founder and Chief Investment Officer, Defiant Capital Management
Philip R. Huber CFP, CFA, Chief Investment Officer, Savant Capital Management
Andrew Kelsen, Head of Alternative Investments, Moneta
Daniel S. Kern, CFA, CFP, Chief Investment Officer and Shareholder, TFC Financial Management, Inc.
Rita Lee, CPA, PFS, CGMA, CDFA, Partner, Cerity Partners
Grace Moore, CFA, FRM, CQF, Vice President – Manager Research, Diversified Trust
Christopher Osmond, CFA, CAIA, CFP, Chief Investment Officer, Centura Wealth Advisory
Larry Peery, II, Managing Partner & Chief Investment Strategist, Cavria Advisors
Adam Phillips, CFA, CFP, Managing Director, Portfolio Strategy / Partner, EP Wealth Advisors
Brian Pollak, CFA, Partner, Portfolio Manager, Evercore
Joseph P. Zappia, CIMA, Chief Compliance Officer, Co-Chief Investment Officer, Principal, LVW Advisors
Practice Management & Culture
Teresa J.W. Bailey, CFP, CDFA, Director of Development and Senior Wealth Strategist, Waddell & Associates
Jacqueline “JaQ” Campbell, President/Chief Executive Officer & Senior Wealth Advisor, Alexander Legacy Private Wealth
Will Cerynik, Director of Advisor Development & Services, Ashton Thomas Private Wealth
Nick Clay, CFP, CPWA, AIF, AAMS, Managing Partner & Senior Financial Advisor, BCS Wealth Management
Jim DeCarlo, Chief Growth Officer, Wealthspire Advisors
Carina Diamond, Chief Experience Officer and Managing Partner, Dakota Wealth Management
Seán O'Dowd, CFA, Managing Director, Silvercrest Asset Management
Lauren Sigman CFP, Managing Director, Principal, Robertson Stephens
Natalia Tchetchoulina, Partner, Cerity Partners
Erin Voisin, CFP, EA, CDFA, ChFC, Managing Director – Wealth Management Services/ Partner, EP Wealth Advisors
Impact & Implementation
Allison Berger, CFP, CeFT, Partner, Financial Advisor, Financial Symmetry
Steve Ellis, CFA, Founder and President, Colorado Capital Management
Jennifer Kenning, CEO & Co-Founder, Align Impact
Bud Sturmak, CO-CIO and Partner, Perigon Wealth Management
Simon Tryzna, CFA, Portfolio Manager, Palo Alto Wealth 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 RIAs interested in attending and/or participating, please contact:
Bhuvna Doshi
Assistant Director, RIA Institute
Director, Investor Relations
+1 212 224 3071
bdoshi@iiforums.com
For Asset Managers interested in becoming a Supporting Member, please contact:
Bob Edmunds
Senior Executive Director
+1 646 634 8464
robert.edmunds@institutionalinvestor.com