RIA Summit 2 2021 | InvestmentNews (IN) | 6 October 2021 | Virtual Event
Venue
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| Event Date | Wed Oct 6 EDT - Thu Oct 7 EDT (about 3 years ago) |
| Location | Virtual Event |
| Region | All |
Details
This event RIA channel growth continues to increase, driven by a large number of advisors breaking away to either open up their own RIA firms or become part of an established one, according to the latest Cerulli Edge report on U.S. asset and wealth management.
A majority of advisors at wirehouse, national/regional broker-dealer, insurance BD and retail bank BD advisory firms indicated they would prefer to transition to the independent RIA, hybrid RIA or independent BD channels if they leave their current firm.
Designed for registered investment advisors, as well as advisers looking to go independent, the 2nd InvestmentNews RIA Virtual Summit, October 6-7, 2021, will showcase strategies, research, marker outlook, investment trends, and opportunities.
Our two concurrent streams will offer topics and speakers that align with unique needs of each of the two segments - “established” RIAs and “breakaway advisor” or “new” RIA.
Speakers
2021 Speakers
Kashif Ahmed, CFP®
President, American Private Wealth
Ryan Alexis
Senior Director, Client Support, Black Diamond
Carolyn Armitage
Head, Thrivent Advisor Network (TAN), Thrivent
Karen Barr
CEO, Investment Adviser Association (IAA)
Noreen Beaman
President, Orion Advisor Solutions
Jeff Benjamin
Senior Columnist, InvestmentNews
Adam Boyer
Head of Business Development, Emotomy
Greg Bruce
Senior Vice President & Head of RIA & Custody Services, Raymond James
Bill Burrow
SVP Private Wealth & Insurance Professionals, Jackson
Lawrence Calcano
Chairman and CEO, iCapital Network
Bradford Campbell
Partner, Faegre Drinker
David Canter
EVP, RIA Segment, Fidelity Institutional
Nicole Casperson
Fintech Reporter, InvestmentNews
Jorge Castro
Member, Miller & Chevalier
Richard Chen
Founder, Richard L. Chen PLLC
Bernie Clark
Head of Advisor Services, Managing Director
Charles Schwab
Eric Clarke
CEO, Orion Advisor Services
Marc Cohen
Executive Vice President, Advisor Solutions, LPL Financial
Todd Cooper
SVP Business Development, Envestnet
Eve Cout
Director, BlackRock
Ted Denbow
VP, Head of Sales, RightCapital
Jennie Devlin
President & Chief Rev Officer, Cantella
Steve Earner
Senior Vice President, RIA Affiliation, LPL Financial
Chuck Failla
Principal, Sovereign Financial Group
Rick Ferri
Founder & CEO, Ferri Investment Solutions
Steve Gardner
Managing Director, RIA Distribution & Engagement, SEI
Emile Hallez
Insurance and Retirement Reporter, InvestmentNews
Brian Hamburger
Founder, President and CEO, MarketCounsel
Ben Harrison
Managing Director and Co-Head of Wealth Solutions, BNY Mellon | Pershing
Maisie Hughes
Regional Director, SpiderRock Advisors
Ann Keitner
Assistant Vice President, Senior Compliance Consultant, Advisor Assist
Lisa Lacayo
Vice President, Key Accounts and Conversions, Newport Group
David Lau
CEO, DPL Financial Partners
Matt Matrisian
SVP Chief Channel Officer, AssetMark
Kay Lynn Mayhue
President, Merit Financial
Tom McCarthy
VP National Sales Strategy Leader, AssetMark
Mike McDaniel
Co-Founder & Chief Investment Officer, Riskalyze
Devin McGinle
Senior Research and Data Analyst, InvestmentNews
Kelly Miragliotta
Director of Customer Success, FeeX
Elizabeth Nesvold
Managing Director, Head of Asset & Wealth Management Investment Banking, Raymond James
Lazetta Rainey Braxton
co-CEO of and CEO, 2050 Wealth Partners and Lazetta & Associates.
Ary Rosenbaum
Managing Partner - ERISA/ retirement plan attorney, The Rosenbaum Law Firm
Mark Schoeff
Senior Reporter, InvestmentNews
Ryan Shanks
co-founder & CEO, FA Match
Liz Skinner
Special Projects Editor, InvestmentNews
Chris Stanley
Founding Principal, Beach Street Legal LLC
Matthew Sweeney
Managing Partner, William Joseph Capital Management LLC,
Adriana Tullman
Director, Manna Tree Partners
Paul Waldeier
VP, RIA Distribution, Lincoln Financial
Brad Wales
Founder, Transition to RIA
DeLynn Zell, CFP
CEO & Founder, Bridgeworth Wealth Management
Sponsors & Partners
2021 Sponsors
PLATINUM:
• AssetMark Institutional
PREMIER AND SOCIAL MEDIA SPONSOR:
• Emotomy
TRACK SPONSOR:
• Envestnet
PREMIER SPONSORS
• Black Diamond
• Dpl Financial Partners
• Jackson
• Lincoln Financial Group
• LPL Financial
• Raymond James
SUPPORTING SPONSORS:
• Coo Society
• BNY Mellon Pershing