For the past two years we have hosted this event in Newport, RI. Feedback from our attendees has told us that easy access is paramount. You talked, we listened. Please join us next year, May 9-10 at The Hotel Charles in Boston. You will join more than 50 senior executives from the nation's top RIAs for a forum focused on the investment strategies that advisors like you must understand to meet your clients' needs.
The forum agenda is being developed under the guidance of an Advisory Board of your peers, the top RIAs in the nation.
Advisory Board (to date)
Austin M. Poirier, Senior Investment Advisor, Ballentine Partners, LLC
J. Scott Miller, Jr., Managing Director and Chief Investment Officer, Blue Bell Private Wealth Management
Jerry Miccolis, Principal, Chief Investment Officer, Brinton Eaton
Mark Paccione, Director, Investment Research, CAPTRUST Financial Advisors
Scott Orr, Principal, Founders Capital Management
Lori Van Dusen, Principal, LVW Advisors
Gary P. Henson, President, Mariner Holdings
William Hornbarger, Chief Investment Strategist, Moneta Group Investment Advisors LLC
Angela Raitzin, Principal, Constellation Wealth Advisors LLC
Kenneth R. Solow, Chief Investment Officer, Senior Partner, Pinnacle Advisory Group
Michael Dubin, Managing Director, Silvercrest Asset Management
Jeffrey T. Thompson, Senior Vice President, Investment Committee, W.E. Donoghue & Co., Inc.