Venue
Four Seasons Hotel Chicago
Four Seasons Hotel Chicago, 120 E Delaware Pl, Chicago, IL 60611, USA

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Event Date Thu Jul 16 CDT - Fri Jul 17 CDT (over 1 year ago)
In your timezone (EST): Thu Jul 16 9:00am - Fri Jul 17 11:00pm
Location Four Seasons Hotel Chicago
120 E Delaware Pl, Chicago, IL 60611, USA
Region Americas
Details

The wealth management industry is changing fast and it is changing dramatically. A new generation of investors, whose expectations and preferences have been shaped by new technologies and by their living through the last financial crisis and its impact, have brought new standards to the industry in terms of how advice is being delivered. Furthermore, a challenging investment environment, characterized by increased levels of uncertainty and rising costs of risk to investors and RIA firms alike is making it harder for advisors to generate superior investments.

In that context, the 6th Annual RIA Central Investment Forum will focus on the practice management techniques and investment strategies leading independent RIA firms should be familiar with in order to compete and survive in an increasingly crowded, increasingly competitive, and rapidly changing market.

Speakers

2020 Speakers

CHAIRPERSON:

Lori Van Dusen
Ceo & Founder, Lvw Advisors

ADVISORY BOARD:

Toussaint Bailey
Chief Executive Officer, Enso Wealth Management

Ken Bower
CEO, Managing Director, Clayton Financial Group, LLC

Michael Cole
Chief Executive Officer, Cresset

Lori Van Dusen
Chief Executive Officer, LVW Advisors

Jonathan Foster
President & CEO, Angeles Wealth Management

Eric Godes
President and Chief Operating Officer, Daintree Advisors

Frederick Hinkley
Wealth Manager, Manchester Capital Management, LLC

William Hornbarger
Chief Investment Officer, Moneta Group

Leo Kelly
CEO, Verdence Capital Advisors

Rita Lee
Director of Research, Vice President, Principal, Brouwer & Janachowski

Cosmin Lucaci
Vice President, Brownson, Rehmus & Foxworth

Carl Ludwigson
Director of Manager Research, Bel Air Investment Advisors

John Mannix
Chief Executive Officer, Baldwin Brothers

Sean O’Dowd
Managing Director, Silvercrest Asset Management

Rocio Ortega
Partner, WE Family Offices

Biff Pusey
Partner, Kimble Advisory

Amy Sabin
Managing Director, Partner, Steward Partners Global Advisory

Matthew Sexton
Director, Clear Harbor Asset Management

Chris Shepherd
Managing Director, Wealth Advisory, Spearhead Capital Advisors, LLC

Scott Sorensen
Principal & Chief Investment Officer, Vigilant Capital Management

Debra Brennan Tagg
President, Brennan Financial Services

Joseph Zappia
Principal, Co-Chief Investment Officer, LVW Advisor

SPEAKERS:

Naina Farukh
Institutional Investor, Inc.

Lauren Feldman
Institutional Investor, Inc.

Michael Cole
Cresset Partners

Debra Brennan Tagg
Brennan Financial Services

Margaret Dechant
6 Meridian

Seán O'Dowd
Silvercrest Asset Management

Lori Van Dusen
LVW Advisors

Karim Ahamed
Cerity Partners

Brion Collins
Wealthspire Advisors

Peter D. Hart
Hart Associates

Gil Baumgarten

Segment Wealth Management, LLC

Jonathan Kingery
Franklin Templeton Investments

Gertjan Van Der Geer
Pictet Asset Management

Steven L. Skancke
Keel Point

Jon Foster
Angeles Wealth Management

Jack Petersen
Summit Trail Advisors

Bob Stone
Telemus Capital Partners

Lori Van Dusen
LVW Advisors