The Q4 Top RIA Forum
The Q4 Top RIA Forum offered an exceptional platform for prominent Registered Investment Advisors and Multi-Family Offices to interact with each other, alongside solution providers from innovative investment institutions and wealth technology companies.
Over the course of 2.5 days, attendees participated in engaging roundtable conversations, heard from inspiring keynote speakers, and enjoyed personalized one-on-one meetings. The event also included multiple networking opportunities, including two cocktail receptions.
Trending Discussion Topics
- Income-Generating Investment Strategies
- Risk Management Techniques
- Portfolio Diversification and Optimization
- Next-Generation Wealth Management Platforms
- New SEC Rules & Regulations and What they Mean for You
- Alternative Investment Opportunities
- Outsourcing & Third-Party Risk Management
- M&A and Succession Planning in a High-Interest Rate Environment
- Best practices for leveraging AI in Financial Services
- And much more
Who Attends
David Scranton
CEO & Founder
"Income-Generating Investment Strategies"
Growth stocks have garnered a sizeable position in many investors’ portfolios, especially over the last decade. But are investors missing out by not paying more attention to income producing assets?
Industry veteran, David Scranton, will address this question and many others as he speaks on the topic of Income-Generating Investment Strategies. Learn how to put proven strategies to work for your clients!
Mark W. Yusko
Founder, CEO and Chief Investment Officer
"The Future of Digital Currencies"
Digital currency markets experienced lots of volatility in 2022 just like traditional markets. High profile failures and rumors of foreign and domestic governments entering the digital currency arena have raised lots of questions about its future.
Subject matter expert, Mark Yusko, helps make sense of it all and provides his insights on the Future of Digital Currencies.
Executive Panelists
Saumen Chattopadhyay
Chief Investment Officer
William Miskelly
Chairman, Principal
Marguerita Cheng
Chief Executive Officer
Kirk Chisholm
Principal
PORTFOLIO MANAGEMENT PANEL
Brian Leitner
MD- Advisor Operations
Kristen Oziemkowski
Chief Operating Officer
Adam Sokolic
Chief Operating Officer
Amy Flourry
Chief Operating Officer
OPERATIONS PANEL
Ruby Sponsors
Emerald Sponsors
Sapphire Sponsors
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