12th Annual RIA East Regional Investment Forum 2022 | Institutional Investor | 9 June 2022 | Renaissance Boston Waterfront Hotel, 606 Congress St, Boston, MA 02210, USA

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?

2022 Speakers

CHAIR:

David Sterman, CFP
President & CEO, Huguenot Financial Planning

ADVISORY BOARD:

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

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

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