MARCH 5, 2024 | NYC
RIA Masterclass:
Build & Grow Your Business
Join AdvisorHub CEO Tony Sirianni — a former advisor and founder of two RIA firms — and partners and fellow advisors for a masterclass on creating and running a successful independent practice. Topics will include RIA Formation, Acquisition and Growth, Succession Planning and more.
The Metropolitan Club
One East 60th Street
New York, NY
Agenda
The Metropolitan Club
One East 60th Street
New York, NY
| 12:00 | Registration Opens |
| 1:00 |
Failure is the Best Teacher: Learning from Your Mistakes
Tony Sirianni, Publisher & CEO of AdvisorHub |
| 1:15 | Unique Referral Strategies Rob Conzo, The Wealth Alliance |
| 1:30 | Wealth Trends: How RIAs Can Thrive in 2024 Gabriel Garcia, SEI |
| 1:45 | Practice Spotlight: The Family Office Model David Peltz, Joel Isaacson & Co |
| 2:00 | Panel: Growing Your Practice Moderator: Greg Banasz, Steward Partners Kristen Kimmell, Osaic Scott McCaffrey, Momentum Independent Network Bob Milligan, 1792 Wealth Advisors Shannon Spotswood, RFG Advisory | 2:45 | Break |
| 3:05 | The Real Value of Equity and a Partner Ed Friedman, Summit Financial |
| 3:20 | Using Media to Build Your Firm Eric Diton, The Wealth Alliance |
| 3:35 | Unlocking Personalization at Scale Phill Rogerson, Envestnet |
| 3:50 | Common Contract Pitfalls: Warning Signs for RIAs Matt Baum, Fox Rothschild |
| 4:05 | The Critical Minerals Supply Crunch: Mining the Energy Transition for Investment Opportunity [1 CE Credit] Steven Schoffstall, Sprott USA Ed Coyne, Sprott USA |
| 5:00 | Cocktails |
Agenda is subject to change. Speakers
Greg Banasz
Chief Marketing Officer
Steward Partners Global Advisory
Matt Baum
Partner
Fox Rothschild, LLP
Robert Conzo
CEO & Managing Director
The Wealth Alliance
Ed Coyne
Senior Managing Partner
Sprott USA
Eric Diton
President & Managing Director
The Wealth Alliance
Gabriel Garcia
Managing Director,
RIA Client Experience, SEI
Ed Friedman
Director of Business Development
Summit Financial
Kristen Kimmell
Executive Vice President
Osaic
Scott McCaffrey
Managing Director, Head of Momentum Independent Network
Bob Milligan
Managing Partner
1792 Wealth Advisors
David Peltz, CFP
Partner & CEO
Joel Isaacson & Co
Phill Rogerson, CFA
SVP, Head of RIA Channel Envestnet
Steve Schoffstall
Director, ETF Product Management, Sprott USA
Shannon Spotswood
President
RFG Advisory
Sponsors
About the venue.
The Metropolitan Club was founded by a group of prominent New Yorkers that included among them J. Pierpont Morgan, the first club President. Designed by Stanford White at the height of the American Renaissance, the Club is a social and architectural landmark, cherished by members and guests alike for more than a century. Upon completion, the "Marble Palace", as described by the New York Times, was the largest and grandest of the area mansions.
Read the Club Rules.
