Briefings
28 Jan 2020
Breakfast Briefing: How RIA CIOs are building out their investment capabilities
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Join us on Tuesday, January 28 at the Lambs Club, New York for our first breakfast briefing of 2020.

The morning event will feature a panel-led discussion and informal networking opportunities with other industry professionals. The topics and discussion points will be announced shortly.

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How RIA CIOs are building out their investment capabilities

Discussion points will include:

  • With RIA investment offices increasingly acting like institutions as they scale, how are manager selection, due diligence and asset allocation processes evolving?
  • What are the areas where large RIAs want to build out proprietary investment capabilities, and where are they more likely to outsource?
  • With an uncertain market outlook, how are RIAs thinking about asset allocation, and how should you be adapting your approach to match?
  • The centralization of investment decision making, model usage, and views on third party models built with proprietary funds.
  • Client interest in ESG, and what it will take for RIA investment offices to allocate more to sustainable options.
  • Demand for alternatives and other diversifiers, how RIAs are building out access for clients, and opportunities for asset managers to assist.
  • Red flags: what gets managers dropped, or stops them from getting over the finish line?
  • How will RIAs be approaching nontransparent ETFs?

 

Speakers:

Joseph Dursi, Chief Investment Officer, Dynasty Partners

Shannon Saccocia, Chief Investment Officer, Wealth Management and Trust, Boston Private 

Megan Horneman, Director of Portfolio Strategy, Verdence Capital Advisors 

Agenda:

08:15 Registration and networking breakfast
08:55 Introductory welcome – Fund Intelligence Managing Editor Paul McMillan
09:05
 Panel discussion
09:45 Audience questions
10:00 Close

 

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