Impact Strategies to Maximize Your Business
Join Institutional Investor’s RIA Institute as we endeavor to explore the world of impact and how the conversation can be implemented into the RIA business strategy.
Jonathan Foster, President & CEO, Angeles Wealth Management
Margaret Dechant, CFP, Partner & Founder, Chief Executive Officer, 6 Meridian
Julie Roy, Director of Financial Planning, Wealth Manager, Badgley & Phelps
John Mannix, Chief Executive Officer, Baldwin Brothers
Carl Ludwigson, CFA, CQF, Director of Manager Research, Bel Air Investment Advisors
Debra Brennan Tagg, CFP, President, Brennan Financial Services
Rita Lee, Director of Research, Vice President, Principal, Brouwer & Janachowski
Cosmin Lucaci, CFA, MBA, Vice President - Investment Research, Brownson, Rehmus & Foxworth, Inc.
Brendan D. Connaughton, ChE, Founder, Managing Partner, Catalyst Private Wealth
Randy Conner, President, Churchill Management Group
Doug Regan, Co-Chairman, Cresset
Adam Phillips, CFA, CFP, Partner, Director of Portfolio Strategy, EP Wealth Advisors
Carina S. Diamond, Chief Experience Officer and Managing Partner, Dakota Wealth Management
Michael Carr, CRPC, Partner & Lead Advisor, FMP Wealth Advisors
William "Biff" Pusey, Jr., JD, Partner, Kimble Advisory
Joseph P. Zappia, CIMA, Chief Compliance Officer, Co-Chief Investment Officer, Principal, LVW Advisor
Frederick Hinkley, Wealth Manager, Manchester Capital Management
Donald Calcagni, Chief Investment Officer, Mercer Advisors
Chris Osmond, CFA, CFP, Chief Investment Officer, Prime Capital Investment Advisors
Michael Ashley Schulman, CFA, Partner & Chief Investment Officer, Running Point Capital
Seán O'Dowd, CFA, Managing Director and Family Business Advisor, Silvercrest Asset Management
Scott Sorensen, Principal & Chief Investment Officer, Vigilant Capital Management, LLC
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.’
QUESTIONS?
For more information, please contact:
Kristen Oliveri
Director
(212) 224-3658
kristen.oliveri@institutionalinvestor.com