Space is Limited

Apply for an invitation to save your place.

Attendance at Institutional Investor Forums’ RIA Investment Forum is by invitation only. Attendees will be presented with an incomparable opportunity to share insights and experiences with their peers and to learn from some of the top asset managers in the country. Attendees will leave with the information they need to offer their clients clearly articulated, superior investment strategies that meet their unique objectives.

We are certain you will find attending the meeting a worthwhile investment of your time and look forward to receiving your request for an invitation.

Moving the Needle: Finding the Returns Your Clients Need

Over the course of this day and a half program, investment decision-makers from the nation’s leading RIAs will explore the risks and rewards of the investment opportunities on offer to help them achieve the investment returns their clients need.

Advisory Board

Carl Choy, Principal, CKW Financial Group
David H. Diesslin, Chairman and Chief Executive Officer, Diesslin & Associates, Inc.
Colin Higgins, President and Portfolio Manager/Research Analyst, Golub Group, LLC
Alan Zafran, Partner, Luminous Capital
Lon Morton, President & Chief Executive Officer, Morton Capital Management
Susan S. Morse, Senior Advisor, Mosaic Financial Partners, Inc.
Bruce Brugler, Managing Director, Presidio Group LLC
Kreighton Bieger, Portfolio Manager, Sargent Bickham Lagudis
Eric Thurber, Managing Director, Three Bridge Wealth Advisors

Space is Limited

We are certain you will find attending the meeting a worthwhile investment of your time and look forward to receiving your request for an invitation.

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Questions?

Moving the Needle: Finding the Returns Your Clients Need

Advisory Board