RIA East Investment Forum 2024 | Institutional Investor | 6 June 2024 | Four Seasons Hotel, 200 Boylston St, Boston, MA 02116, USA

This 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.

2024 Speakers

EVENT CHAIR PERSON:

Kay Lynn Mayhue
President, Merit Financial Advisors

SPEAKERS

Karim Ahamed
Partner, Cerity Partners LLC

Lara Banks
Managing Partner, Makena Capital Management

Chloe Berry
Head of the Brookfield Infrastructure Income Strategy, Brookfield Oaktree

Marc-Olivier Buffle
Head of Client Portfolio Managers and Research, Pictet Asset Management

Timothy Calkins
Co-Chief Investment Officer, Nottingham Advisors Asset Management

David Clayman
CEO, Twelve Points Wealth Management

P.J. Collins
Managing Director, AB CarVal Investors

Robert Costello
Client Portfolio Manager, Fixed Income, Thornburg Investment Management

Derek Craig
Director, KKR

Oliver Cross
Co-Founder, Verum Partners

ADVISORY BOARD:

Jacqeline Campbell
President, CEO, Senior Wealth Advisor, Alexander Legacy Private Wealth

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

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

Henry Lao
Vice President of Manager Research, Mercer Advisors

Brian Andrews
Chief Investment Officer, Merit Financial Advisors

Bruce Milam
Chief Executive Officer, Miracle Mile Advisors

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 Management, LLC

Bud Sturmak
Head of Impact Investing & Partner, Perigon Wealth Management, LLC

Lauren Sigman
Managing Director, Principal, Robertson Stephens

Patrick McGowan
Head of Alternative Investments & Manager Research, Sanctuary Wealth

Gina Beall
Director of Investment Research, Savant 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

2024 Sponsors

• AllianceBernstein
• Apollo Global Management
• Brookfield Asset Management
• Capital Square
• CION Investments
• Franklin Templeton Investments/O'Shaughnessy Asset Management
• John Hancock Investment Management
• KKR
• Macquarie Asset Management
• Makena
• MFS Investment Management
• Nuveen/Churchill Asset Management
• Pictet Wealth Management
• Star Mountain Capital
• Thornburg Investment Management
• Touchstone Investments