Venue
City Club LA
City Club LA, 555 S Flower Street, 51st Floor, Los Angeles, CA 90071, USA

What is Qwoted?

Qwoted is a free expert network: we help reporters connect with experts & we help those same experts build relationships with top reporters.

Event Date Thu Oct 29 PDT (about 4 years ago)
In your timezone (EST): Thu Oct 29 8:00pm - Thu Oct 29 8:00pm
Location City Club LA
555 S Flower Street, 51st Floor, Los Angeles, CA 90071, USA
Region Americas
Details

The Los Angeles RIA Summit agenda is designed in collaboration with regional, national and international Investment Advisors.

The topics discussed throughout the day provide you with the platform to reach your business development goals and take your strategy to the next level.

Who attends?
• Managing Directors
• Chief Investment Officers
• Partners & Principles
• Private Wealth Managers
• Portfolio Managers

What to expect?
• 6 in-depth discussion panels and keynote presentation
• Q&A with 50+ speakers
• 4+ hours of dedicated networking
• Cocktail Networking Reception

Speakers

2020 Speakers

Geoffrey Clauss
Director, Western Region, Addepar

Jonathan Straub
Co-founder, Principal, Advice Period

Marie Thomasson
Financial Advisor, Aequitas Wealth Management

Daniel Tellanian
Managing Partner, Avivar Capital

Michael Dow
Chief Investment Officer, Beacon Pointe Wealth Advisors

Andrew Aiello
Partner, Boulevard Family Wealth

Edward Aloe
President, Chief Executive Officer, Calcap Advisors

Jonathan Keetz
Vice President, Cambria Investment Management

Puneet Sahi
Chief Investment Officer, Coordinate Wealth

Alexander Stimpson
Partner, Chief Investment Officer, Corient Capital Partners

Douglas Gimple
Senior Portfolio Specialist- Fixed Income, Diamond Gill Capital Management

Aram Babikian
Senior Vice President, Direxion

Ryan Puplava
Chief Executive Officer, Financial Sense Advisors

Brett Sifling
Wealth & Investment Management, Gerber Kawasaki Wealth & Investment Management

Anton Marinchik
Security Analyst, Goldman Sachs

John J. Betterman
Co-founder, Madison Family Advisors

Trevor Charlston
Executive Director, Manhattan West Asset Management

Brock Moseley
Managing Partner, Miracle Mile Advisors

Sasan Faiz
Co-chief Investment Officer, Morton Capital

Daryl L. Deke
Principal, Chief Executive Officer, New Market Wealth Management

Steve Davis
Chief Marketing Officer, Nine Dynamics

John Varley
Chief Growth Officer, Nine Dynamics

Kevin Curtiss
Senior Vice President, Account Manager, Pimco

Lalantika Medema
Executive Vice President, Alternative Credit Strategist, Pimco

Lorenzo Sanchez
Financial Planning, Rowling & Associates

Erik Ridgley
Ceo, Chief Investment Officer, Salem Partners Wealth Management

Kevin Couper
Director, Sontag Advisory

Bryan Goligoski
Founder, Chief Investment Officer, Stillwater Capital

Gerry Frigon
Founder, Chief Investment Officer, Taylor Frigon Capital Management

Adam Scott
Principal, Westside Investment Management

Sponsors & Partners

2020 Sponsors

LEAD SPONSOR:
• Titan by Nine Dynamics

SPONSORS:
• 280 CapMarkets
• Addepar
• Axio
• California Capital Real Estate Advisors
• Delaware Funds
• Diamond Hill
• Direxion ETFs
• Goldman Sachs
• Harbor Funds
• Invesco
• Nicholas Investment Partners
• Pimco