Los Angeles RIA Summit 2020 | IC Summits | 29 October 2020 | City Club LA, 555 S Flower Street, 51st Floor, Los Angeles, CA 90071, USA
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 (over 3 years ago)
In your timezone (EDT): 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