RIA Institute's East Coast Seminar 2022 | Institutional Investor | 26 May 2022 | Park Hyatt Washington D.C., 1201 24th St NW, Washington, DC 20037, USA

Despite the many economic implications of the COVID-19 pandemic and ensuing lockdowns of 2020, the registered investment advisor community continued to see steady growth in 2020 and 2021. Not only was there an increased demand for advice but the industry at a large grew with over 14,000 Security and Exchange Commission – registered advisors.

However, this period of accelerated growth came with its own set of challenges for the registered investment advisor community. Looking back to March 2020, leaders at RIAs big or small didn't have a blueprint on how to best manage the many facets of their business but a global pandemic most certainly forced them to look inward and accelerate key developments. The convergence of investment management and technology reshaped the advisory business over this tumultuous time and RIAs with increased emotional intelligence grew by design.

Three months into 2022, we can all agree that this year too is going be challenging. The resurgence of inflation as a concern for consumers, businesses, and investors has dominated headlines in our inboxes since October '21 but come December '21, the Consumer Price Index rose to 7%. To make matters worse, the 60/40 portfolio had its worst slide since the onset of the pandemic in March 2020.

With tensions rising on the international front, market volatility is expected. Russia's invasion of Ukraine has been the most important geopolitical event since fall of the Iron Curtain. Any war is a humanitarian crisis but it's investment implications cannot be ignored. Investment teams at RIAs are in the midst of watching their client portfolios with a fine-tooth comb and will ultimately, will have to readjust investment positions with their clients' interest in mind.

With these concerns still developing and evolving by the minute, we at the RIA Institute have to ask: does opportunity for growth lie within these adversities?

2022 Speakers

SEMINAR CHAIR:

Ronald Smolenski
Managing Director of Investment Research, Pitcairn

SPEAKERS:

Marguerita Cheng
Chief Executive Officer, Blue Ocean Global Wealth

Bonnie A. Sewell
Managing Director, Senior Wealth Advisor, Dakota Wealth Management

Steven Skancke
Chief Economic Advisor and Invesmtent Strategist, Keel Point

ADVISORY BOARD:

Michael W. Crook, CAIA
Chief Investment Officer, Mill Creek Capital Advisors, LLC

Daniel S. Kern, CFA, CFP
Chief Investment Officer and Shareholder, TFC Financial Management, Inc.

Carl Ludwigson, CFA, CQF
Director of Manager Research, Bel Air Investment Advisors

Adam Phillips, CFA, CFP
Managing Director, Portfolio Strategy / Partner, EP Wealth Advisors

Eddie Phillips
Director of Private Investments, Heritage Wealth Advisors

Michael Ashley Schulman, CFA
Partner / Chief Investment Officer, Running Point Capital Advisors

Ronald J. Smolenski, Jr., CIMA
Managing Director of Research, Pitcairn

Scott Sorensen, CFA
Principal & Founder, Vigilant Capital Management

David Sterman, CFP
President and CEO, Huguenot Financial Planning

Michael Bisaro, AIF
President and CEO, StraightLine Group

Jeffrey J. Burney
Chief Strategy Officer, Crestone Capital

Carina Diamond
Chief Experience Officer and Managing Partner, Dakota Wealth Management

Jonathan Foster
President & CEO, Angeles Wealth Management

Michelle Katzen, CFP, CDFA
Managing Director, HCR Wealth Advisors

Seán O'Dowd, CFA
Managing Director, Silvercrest Asset Management

Lauren Sigman CFP
Managing Director, Principal, Robertson Stephens

Debra Brennan Tagg, CFP
President, BFS Advisory Group

Natalia Tchetchoulina
Partner, Cerity Partners

Erin Voisin, CFP, EA, CDFA, ChFC
Managing Director – Wealth Management Services/ Partner, EP Wealth Advisors

Toussaint Bailey
Chief Executive Officer, Enso Wealth Management

Steve Ellis, CFA
Founder and President, Colorado Capital Management

Jennifer Kenning
CEO & Co-Founder, Align Impact

Bud Sturmak
CO-CIO and Partner, Perigon Wealth Management