The Q4 Top RIA Forum
The Q4 Top RIA Forum offers Registered Investment Advisors and Multi-Family Offices a unique platform to interact with each other, alongside solution providers from innovative investment institutions and wealth technology companies.
Over the course of 2.5 days, attendees can participate in engaging roundtable conversations, hear from inspiring keynote speakers, and enjoy personalized one-on-one meetings. The event also includes multiple networking opportunities, including two cocktail receptions.
Who Attends
Featured Speakers
Vib Arya
Chief Operating Officer
Shufro Rose
Dr. Harry Mamaysky
Professor of Financial Studies, Columbia University, &
Chief Investment Officer,
Quant Street Capital
William Davis
Chief Executive Officer
Pinnacle Capital Group
Chrissy Lee
Saumen Chattopadhyay CFA®
Lori Van Dusen CIMA®
Founder &
Chief Executive Officer
LVW Advisors
Participating RIAs (PARTIAL LIST)
The Format
Leadership Keynotes
This is your opportunity to listen-in on leading industry executives, view new and emerging products & services, and find out what the best are doing to excel in this new era of financial services. General Session presentations of 30-minutes each.
Peer-to-Peer Executive Panels
Your opportunity to start a dialogue with top performers to accomplish your meeting objectives. Peer-to-Peer Panel Discussion sessions will last approx. 40-minutes each.
RelationshipBuilder™ events
RelationshipBuilder™ events
Forums feature two RelationshipBuilder™ events to mingle with other attendees while enjoying great food & drink. Having fun together with new friends becomes the basis for new business relationships.
PowerMatch™ Sessions
PowerMatch™ Sessions last approx. 20- minutes each and sponsors participate in multiple sessions. To help ensure that your meetings are as productive as possible—we’ll apply our unique iLike™ matching methodology to capture attendee interests and facilitate meaningful introductions.
Agenda (placeholder agenda)
1:00 PM - 5:00 PM
1:00 PM - 5:00 PM
4:00 PM - 5:00 PM
6:00 PM - 7:30 PM
7:30 PM - 9:30 PM
7:00 AM - 8:00 AM
8:00 AM - 8:15 AM
8:15 AM - 8:45 AM
8:45 AM - 9:15 AM
9:20 PM - 10:05 AM
10:10 AM - 10:25 AM
10:30 AM - 11:15 AM
11:15 AM - 12:00 PM
12:00 PM - 1:15 PM
1:15 PM - 1:45 PM
1:50 PM - 2:50 PM
Peer-to-Peer
Executive Roundtables
2:55 PM - 3:15 PM
3:20 PM - 3:35 PM
3:40 PM - 4:25 PM
6:00 PM - 6:15 PM
6:30PM - 9:45 PM
9:45 PM - 10:00 PM
7:00 AM - 8:00 AM
8:00 AM - 8:15 AM
8:15 AM - 8:45 AM
8:45 AM - 9:15 AM
9:20 AM - 10:05 AM
10:10 AM - 10:30 AM
10:35 AM - 11:10 AM
11:00 AM - 11:50 AM
11:50 AM - 12:00 PM
Sponsors
Venue
Renaissance International Plaza Hotel
Address
4200 Jim Walter Blvd
Tampa, Florida, 33607
Event Venue
The Florida Aquarium
Address
701 Channelside Dr.
Tampa, FL 33602
Night 2
RelationshipBuilder™ Event
For general inquiries:
Please reach out to contact@finlocity.com
For press-related inquiries:
Please reach out to contact@finlocity.com
For programming-related inquiries:
Please reach out to alan.giancaterino@finlocity.com
For sponsor/attendee-related inquiries:
Attendees/Delegates: thomas@finlocity.com or ryan.metzler@finlocity.com
Sponsorship Opportunities: alan.giancaterino@finlocity.com or ryan.metzler@finlocity.com
Disclaimer: The Finlocity Q4 Top RIA Forum, website pages, and all associated content are solely intended for use by financial services professionals and solution providers. All other uses are prohibited without express written permission.
