keyboard_arrow_right
Search & Filter keyboard_arrow_right
keyboard_arrow_left Hide
RIA Edge West Day 2 - MT (Mexican Pacific Time, GMT-07:00)
keyboard_arrow_leftSearch & Filter
search
Streams
Formats
RIA Edge West Day 2 - MT (Mexican Pacific Time, GMT-07:00)
search
Streams
Formats
Showing 1 of 1 Streams
Networking
8:00am - 9:00am
Registration and Breakfast for all Attendees
9:00am - 9:10am
Chairman's Opening Remarks
- Mark Bruno - Managing Director, Wealth Management, Informa Connect
9:10am - 9:50am
Visionary Address: RIA Mega Trends
- Mark Tibergien, Independent Board Member, Management Consultant & Speaker
9:50am - 10:30am
Acquire & Hire: M&A and recruitment strategies to accelerate growth
- Megan Carpenter - CEO & Co-Founder, FiComm Partners, LLC
- Brandon Kawal - Principal, Advisor Growth Strategies
- Bill Peartree - Principal, Director of Retirement Services, Marsh McLennan Agency
Showing 1 of 1 Streams
Networking
10:30am - 11:00am
Morning Networking and Refreshment Break
11:00am - 11:40am
RIA 2.0 - Organizational design and staffing: Structuring an RIA firm for current and future growth
- Mark Bruno - Managing Director, Wealth Management, Informa Connect
- Carol Benz - Partner, Chief People Officer, Cerity Partners
- Alison Burkett - Senior Partner and Managing Director, Head of Enterprise, Snowden Lane Partners
- Deborah Stavis, CFP - Founder and CEO, Stavis Wealth Transfer Solutions, LLC
11:40am - 12:20pm
Pay with Purpose - Compensation
- Mark Bruno - Managing Director, Wealth Management, Informa Connect
- Kelli Cruz - CEO and Owner, Cruz Consulting Group
Showing 1 of 1 Streams
Networking
12:20pm - 1:05pm
Luncheon for all Attendees
1:05pm - 1:45pm
Dessert in Foyer
1:45pm - 2:30pm
Drivers of Valuation: How buyers and sellers view RIA valuations in the current market
- Joe Anthony - President, Gregory FCA
- Mike LaMena - Chief Executive Officer, Wealthspire
- Derek Holman, CFP, AIF - Co-Founder and Managing Partner, EP Wealth
- Jessica Polito - Founder and Principal, Turkey Hill Management, LLC
- Kim Kovalski - Managing Director, MarshBerry
2:30pm - 3:15pm
Looking Under the Hood with the RIA All Stars
- Brian Hamburger - Founder, MarketCounsel and the Hamburger Law Firm
- Molly Bennard - CEO, Connectus Wealth Advisers
- Arthur Ambarik, CFP - CEO, Perigon Wealth Management, LLC
- Reza Zamani - Founding Partner and CEO, SteelPeak Wealth
Showing 1 of 1 Streams
Networking
3:15pm - 3:45pm
Afternoon Networking and Refreshment Break
3:45pm - 4:25pm
The CTO Conundrum: When to hire or outsource
- Shannon Rosic - Director of WealthStack Content & Solutions, Informa Connect
- David Le - Chief Technology Officer, Beacon Pointe
- Joseph Walker - COO, Bradley Foster & Sargent
4:25pm - 4:35pm
RIA Edge 2023 Study
4:35pm - 5:15pm
Investment Manager Panel
- Paul Stamoulis - President, Worth Media Group
- Patrick McGowan - Managing Director, serving as the Head of Manager Research and Head of Alternative Investments, Sanctuary Wealth
- Agustin “Gus” Araya - Co-Managing Partner, Cordillera Investment Partners
5:15pm - 5:45pm
Being an Employer of Choice: Growth and Aligning with Values and Purpose
Showing 1 of 1 Streams
Networking
5:45pm - 6:45pm
Cocktail Reception
Get the Latest Event Updates
Sign up to get the latest event updates and information.
Filter
Streams
Formats