RIA Central Investment Forum 2024 | Institutional Investor | 16 April 2024 | Four Seasons Hotel, 120 E Delaware Pl, Chicago, IL 60611
Venue
Four Seasons Hotel
Four Seasons Hotel, 120 E Delaware Pl, Chicago, IL 60611
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| Event Date |
Tue Apr 16 CDT - Wed Apr 17 CDT (8 months ago)
In your timezone (EST): Tue Apr 16 1:00am - Wed Apr 17 1:00am |
| Location |
Four Seasons Hotel
120 E Delaware Pl, Chicago, IL 60611 |
| Region | Americas |
Details
RIA Institute convenes North America’s premier RIAs for thought-provoking discussions via intimate roundtables. We 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.
Speakers
2024 Speakers
ADVISORY BOARD:
Carl Ludwigson
Managing Director, Bel Air Investment Advisors
Cosmin Lucaci
Director of Research, Brownson Rehmus & Foxworth
Chris Osmond
Chief Investment Officer, Centura Wealth Advisory
Natalia Tchetchoulina
Partner, Cerity Partner
Jack Ablin
Chief Investment Officer, Cresset Capital
Jonathan Dane
Managing Partner, Chief Investment Officer, Defiant Capital Group LLC
Jingwun (Grace) Moore
Vice President of Manager Research, Diversifed Trust
Adam Phillips
Managing Director, Portfolio Strategy, Partner, EP Wealth Advisors
Brian Pollak
Partner, Portfolio Manager, Evercore
Ted Halpern
President, Wealth Advisor, Halpern Financial
Steven Fraley
Principal, Director, Innovest
Chris Kamykowski
Head of Investment and Research, Moneta Group
Meghan Pinchuk
Chief Investment Officer, Partner, Morton Wealth
Daniel Kern
Chief Investment Officer, Nixon Peabody LLC
Rafia Hasan
Chief Investment Officer, Perigon Wealth
Lauren Sigman
Managing Director, Principal, Robertson Stephens
Patrick McGowen
Head of Alternative Investments & Manager Research, Sanctuary Wealth
Sean O'Dowd
Managing Director, Silvercrest Asset Management
Adam Recker
Head of Equities, Managing Director, The Mather Group
Dave Clayman
Co-Founder, Chief Executive Officer, Twelve Points Wealth Management