12th Annual RIA West Investment Forum 2023 | Institutional Investor | 19 September 2023 | Beverly Wilshire, A Four Seasons Hotel, 9500 Wilshire Blvd, Beverly Hills, CA 90212, USA

It 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.

2023 Speakers

ADVISORY BOARDS:

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, CF
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