|Event Date||Tue Jul 13 EDT (3 months ago)|
Renaissance Boston Waterfront Hotel
606 Congress Street Boston, MA 02210, USA
A global pandemic couldn’t slow down the continued growth of the independent RIA movement. Time spent led to the deepening of the advisor/client relationship, allowing advisors to become more in tune with their clients’ true needs. Whether its investment concerns, vaccine rollout worries or issues surrounding the next generation, RIAs are more actively listening and responding accordingly.
A major concern for RIAs understandably is how to position portfolios post-Covid. How should they view risk mitigation? Where can the best ideas be found? Is the 60/40 portfolio still valid? While investment strategies and opportunities continue to evolve, so does practice management issues within RIA firms themselves. Issues such as mentoring in a virtual setting, diversity and inclusion as well as talent acquisition have come to the forefront during the pandemic.
The rules of the game have changed for the state of the industry, similarly for our annual RIA Institute’s Regional Boston 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 Boston.
Chief Investment Officer, Wealth Management & Trust New England
Daniel S. Kern
Chief Investment Officer, TFC Financial Management
VP-Strategic Relationship Manager, FactSet
Principal & Founder, Vigilant Capital Management, LLC
Certified Financial Planner, Huguenot Financial Planning
Co-CIO and Partner, Perigon Wealth Management, LLC
CEO & Co-Founder, Lexington Wealth Management
Ronald J. Smolenski, Jr.
Managing Director of Research, Pitcairn
Michael J. Vogelzang
Partner/Founder & CEO, 6 Meridian
Director of Financial Planning/Wealth Manager, Badgley & Phelps
Chief Executive Officer, Baldwin Brothers
Director of Manager Research, Bel Air Investment Advisors
Debra Brennan Tagg
President, Brennan Financial Services
Director of Research/VP, Principal, Brouwer & Janachowski
VP/Investment Research, Brownson, Rehmus & Foxworth, Inc.
Brendan D. Connaughton
Founder/Managing Partner, Catalyst Private Wealth
President, Churchill Management Group
Carina S. Diamond
Chief Experience Officer/Managing Partner, Dakota Wealth Management
Partner/Lead Advisor, FMP Wealth Advisors
William "Biff" Pusey, Jr.
Partner, Kimble Advisory
Principal/Co-Chief Investment Officer, LVW Advisors
Wealth Manager, Manchester Capital Management
Chief Investment Officer, Mercer Advisors
Chief Investment Officer, Prime Capital Investment Advisors
Michael Ashley Schulman
Partner & Chief Investment Officer, Running Point Capital
Managing Director/Family Business Advisor, Silvercrest Asset Management
Principal/Chief Investment Officer, Vigilant Capital Management, LL