Public Enemy No. 1
No, the coronavirus pandemic isn’t what we are referring to here. It's inflation largely caused by supply-chain issues and nationwide labor shortages.
The resurgence of inflation as a concern for consumers, businesses, and investors has dominated headlines in our inboxes since October '21 but come December '21, the Consumer Price Index rose to 7% which was the highest it's been since the early '80s*. To make matters worse, the 60/40 portfolio had its worst slide since the onset of the pandemic in March 2020.
With both, bonds and equities underperforming, investors have been looking for new ways to move away from the classic standard of the 60/40 approach. Will allocations to alternatives, such as the private debt markets where assets aren’t bound to publicly traded stocks and bond increase in popularity? If this rings true, what does the modern portfolio look like? Will the long misunderstood private credit instruments finally gain prominence? Are you and your peers ready to navigate the risks associated with these strategies?
Additionally, how are or will your clients react to increased inflationary pressures and the subsequent increased volatility? Do these macro factors potentially add additional stress to your relationships with them or provide an opportunity for you to capture more assets and even perhaps onboard new ones?
We at the RIA Institute invite you to join us and other like-minded RIAs in a safe, socially distanced setting for a candid discussion on these and other relevant topics at our 12th Annual RIA East Investment Forum on Thursday, June 9th at the Renaissance Boston Waterfront Hotel.
*Source: Bloomberg News
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
Michael W. Crook, CAIA, Chief Investment Officer, Mill Creek Capital Advisors, LLC
Daniel S. Kern, CFA, CFP, Chief Investment Officer and Shareholder, TFC Financial Management, Inc.
Carl Ludwigson, CFA, CQF, Director of Manager Research, Bel Air Investment Advisors
Adam Phillips, CFA, CFP, Managing Director, Portfolio Strategy / Partner, EP Wealth Advisors
Eddie Phillips, Director of Private Investments, Heritage Wealth Advisors
Michael Ashley Schulman, CFA, Partner / Chief Investment Officer, Running Point Capital Advisors
Ronald J. Smolenski, Jr., CIMA, Managing Director of Research, Pitcairn
Scott Sorensen, CFA, Principal & Founder, Vigilant Capital Management
David Sterman, CFP, President and CEO, Huguenot Financial Planning
Practice Management & Culture
Michael Bisaro, AIF, President and CEO, StraightLine Group
Jeffrey J. Burney, Chief Strategy Officer, Crestone Capital
Carina Diamond, Chief Experience Officer and Managing Partner, Dakota Wealth Management
Jonathan Foster, President & CEO, Angeles Wealth Management
Michelle Katzen, CFP, CDFA, Managing Director, HCR Wealth Advisors
Seán O'Dowd, CFA, Managing Director, Silvercrest Asset Management
Lauren Sigman CFP, Managing Director, Principal, Robertson Stephens
Debra Brennan Tagg, CFP, President, BFS Advisory Group
Natalia Tchetchoulina, Partner, Cerity Partners
Erin Voisin, CFP, EA, CDFA, ChFC, Managing Director – Wealth Management Services/ Partner, EP Wealth Advisors
Impact & Implementation
Toussaint Bailey, Chief Executive Officer, Enso Wealth Management
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
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 and two annual networking receptions to engage in 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.’
Participation is strictly limited to qualified executives. Once registered, a member of the Institutional Investor's RIA Institute team will be in touch to confirm attendance. Due to capacity restraints, all registrations will be accepted on a first come first serve basis.
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