Four Seasons Hotel Denver
Four Seasons Hotel Denver, 1111 14th St, Denver, CO 80202, United States

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Event Date Thu Aug 5 MDT (over 1 year ago)
In your timezone (EST): Thu Aug 5 10:00am - Thu Aug 5 7:00pm
Location Four Seasons Hotel Denver
1111 14th St, Denver, CO 80202, United States
Region Americas

A global pandemic couldn’t slow down the continued growth of the independent RIA movement. Time spent at home has led to the deepening of the advisor/client relationship, allowing advisors to become more in tune with their clients’ true needs. One overarching theme that has emerged from that period is what are the most interesting investment opportunities in a post-Covid environment and how can RIAs identify them?

The future of electric cars and autonomous driving vehicles was paved during the early days of the pandemic in 2020, while we watched electronic partnerships emerge, a flight to reduce CO2 emissions and a focus on environmental impact also came to light. Building off of that, impact investing continues to be a sticking point for some, with RIAs still grappling with tackling it in-house. Opportunities in real estate are of particular interest as is the commodity and cryptocurrency space.

The rules of the game have changed for the state of the industry, similarly for our annual RIA Institute’s Regional Denver Forum. This year, we will once again bring together like-minded RIAs, but in a safe, socially-distant setting. We begin our program with a scene-setting guest presentation and panel discussion before moving into workshop series and discussion groups. These smaller working groups will lend itself to creating an open environment for idea sharing as well as a physically safe one for our attendees. We look forward to welcoming you in Denver.


2021 Speakers


Jonathan Foster
President & CEO, Angeles Wealth Management

Margaret Dechant, CFP
Partner & Founder, Chief Executive Officer, 6 Meridian

Julie Roy
Director of Financial Planning, Wealth Manager, Badgley & Phelps

John Mannix
Chief Executive Officer, Baldwin Brothers

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

Debra Brennan Tagg, CFP
President, Brennan Financial Services

Rita Lee
Director of Research, Vice President, Principal, Brouwer & Janachowski

Cosmin Lucaci, CFA, MBA
Vice President - Investment Research, Brownson, Rehmus & Foxworth, Inc.

Brendan D. Connaughton, ChE
Founder, Managing Partner, Catalyst Private Wealth

Randy Conner
President, Churchill Management Group

Doug Regan
Co-Chairman, Cresset

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

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

Michael Carr, CRPC
Partner & Lead Advisor, FMP Wealth Advisors

William "Biff" Pusey, Jr., JD
Partner, Kimble Advisory

Joseph P. Zappia, CIMA
Chief Compliance Officer, Co-Chief Investment Officer, Principal, LVW Advisor

Frederick Hinkley
Wealth Manager, Manchester Capital Management

Donald Calcagni
Chief Investment Officer, Mercer Advisors

Chris Osmond, CFA, CFP
Chief Investment Officer, Prime Capital Investment Advisors

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

Seán O'Dowd, CFA
Managing Director and Family Business Advisor, Silvercrest Asset Management

Scott Sorensen
Principal & Chief Investment Officer, Vigilant Capital Management, LLC