11th Annual RIA West Investment Forum 2022 | Institutional Investor | 28 September 2022 | The Ritz-Carlton, Marina del Rey, 4375 Admiralty Way, Marina Del Rey, CA 90292, USA

Venue
The Ritz-Carlton, Marina del Rey
The Ritz-Carlton, Marina del Rey, 4375 Admiralty Way, Marina Del Rey, CA 90292, USA

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Event Date Wed Sep 28 PDT (about 2 years ago)
In your timezone (EST): Wed Sep 28 3:00am - Wed Sep 28 3:00am
Location The Ritz-Carlton, Marina del Rey
4375 Admiralty Way, Marina Del Rey, CA 90292, USA
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

2022 Speakers

CHAIR:

Adam Phillips
Managing Director, Portfolio Strategy, Partner, EP Wealth Advisors

SPEAKERS:

John "JC" Abusaid
President & CEO, Halbert Hargrove

Toussaint Bailey
Chairman, Enso Wealth Management, LLC

Zachary Bouck
Managing Principal and Chief Investment Officer, Denver Wealth Management

Kenneth J. Bower
CEO and Managing Director, Clayton Financial Group

Jennifer A. Caravello
Senior Operations Analyst/Intern Manager, Halbert Hargrove

Matthew Celenza
Founder and Managing Partner, Boulevard Family Wealth

Saumen Chattopadhyay
Chief Investment Officer, OneDigital

Marguerita Cheng
Chief Executive Officer, Blue Ocean Global Wealth

Cody Lane Garrett
Owner and Financial Planner, Measure Twice Financial LLC

Greg Heller
Founder and Chief Executive Officer, HCR Wealth Advisors

Nathaniel Hoskin
Founder and Chief Investment Officer, Hoskin Capital, LLC

Kelli R. Kiemle
Managing Director of Growth and Client Experience, Halbert Hargrove

Rita Lee
Principal, Cerity Partners

Carl Ludwigson
Managing Director, Bel Air Investment Advisors, LLC

Kevin Lum
Founder and CEO, Foundry Financial

Ryan McLean
Vice President, Blue Owl Capital

Lance Messervy
Executive Director and Portfolio Manager, One Capital Management, LLC

Doug Peta
Chief Strategist - U.S. Investment Strategy, BCA Research

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

Brian M. Spinelli
Senior Wealth Advisor/Chair of Investment Committee, Halbert Hargrove

Casey Wamsley
Principal, Senior Investment Consultant, Mercer

Thomas C. West
Senior Partner, SEIA

Hayley Wood Bates
Financial Adviso, Signature Estate & Investment Advisors