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

FORUM CHAIR:

David Sterman
President & CEO
Huguenot Financial Planning

SPEAKERS:

Matt McPeak
Principal, Blue Owl Capital

Archan Basu
Managing Director, Deputy CIO - Portfolio Management, Cresset Partners

Allan Boomer
Managing Partner and Chief Investment Officer, Momentum Advisors

Michelle Connell
CFA, President and Owner, Portia Capital Management

Crystal Cox
Senior Vice President, Wealthspire Advisors

Carina S. Diamond
Chief Experience Officer and Managing Partner, Dakota Wealth Management

Kent Forkner
Partner, Cerity Partners

Brian Gemino
Managing Director, Silvercrest Asset Management Group LLC

Thomas Hagstrom
CFA, Managing Director, Head of Portfolio Strategy, Charles Schwab & Co., Inc.

Andrew Kelsen
Head of Alternative Investments, Moneta Group

Daniel Kern
Chief Investment Officer, TFC Financial Management

Laura J. LaTourette
Founder and Financial Planner, Family Wealth Management Group

Emmett Maguire
Head of Multi-Asset Research, SVB Financial Group

David Mieczkowski
Managing Director - Investments, SCS Financial

Nic Millikan
CFA, CAIA, Managing Director, Head of Investment Strategy, CAIS

Joseph H. Morgart
Vice President, Client Portfolio Manager, Amundi

Christopher Osmond
Chief Investment Officer, Centura Wealth Advisory - San Diego

Josh Rubin
Portfolio Manager and Managing Director, Thornburg Investment Management

David Sterman
President & CEO, Huguenot Financial Planning

Bud Sturmak
Partner and Head of Impact Investing, Perigon Partners

Natalia Tchetchoulina
Partner, Senior Client Advisor, Cerity Partners