Renaissance Boston Waterfront Hotel
Renaissance Boston Waterfront Hotel, 606 Congress Street Boston, MA 02210, USA

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Event Date Tue Jul 13 EDT (over 1 year ago)
Location Renaissance Boston Waterfront Hotel
606 Congress Street Boston, MA 02210, USA
Region Americas

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.


2021 Speakers


Shannon Saccocia
Chief Investment Officer, Wealth Management & Trust New England


Daniel S. Kern
Chief Investment Officer, TFC Financial Management

Seán O'Dowd
VP-Strategic Relationship Manager, FactSet

Scott Sorensen
Principal & Founder, Vigilant Capital Management, LLC

David Sterman
Certified Financial Planner, Huguenot Financial Planning

Bud Sturmak
Co-CIO and Partner, Perigon Wealth Management, LLC

Michael Tucci
CEO & Co-Founder, Lexington Wealth Management

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

Michael J. Vogelzang


Margaret Dechant
Partner/Founder & CEO, 6 Meridian

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

John Mannix
Chief Executive Officer, Baldwin Brothers

Carl Ludwigson
Director of Manager Research, Bel Air Investment Advisors

Debra Brennan Tagg
President, Brennan Financial Services

Rita Lee
Director of Research/VP, Principal, Brouwer & Janachowski

Cosmin Lucaci
VP/Investment Research, Brownson, Rehmus & Foxworth, Inc.

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

Randy Conner
President, Churchill Management Group

Doug Regan
Co-Chairman, Cresset

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

Michael Carr
Partner/Lead Advisor, FMP Wealth Advisors

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

Joseph Zappia
Principal/Co-Chief Investment Officer, LVW Advisors

Frederick Hinkley
Wealth Manager, Manchester Capital Management

Donald Calcagni
Chief Investment Officer, Mercer Advisors

Chris Osmond
Chief Investment Officer, Prime Capital Investment Advisors

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

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

Scott Sorensen
Principal/Chief Investment Officer, Vigilant Capital Management, LL