Strategies For Growth, Innovation And Best Practice Management

Futureproofing your RIA, practical guidance for accelerating growth

#RIAActivate
Advisors attend for just $99
30+ SPEAKERS
300+ ATTENDEES
8 Hours CONTENT
3 Hours NETWORKING WORKSHOPS
SPEAKERS 30+
ATTENDEES 300+
CONTENT 8 Hours
NETWORKING WORKSHOPS 3 Hours

Announcements

Announcing 2024 Keynote Speaker

From arriving in the US with just $200 to selling his business for $750m to Goldman Sachs, Joe Duran built his business United Capital to manage over $25 billion in assets. Join Joe as he shares how to take your practice to the next level.

image for Announcing 2024 Keynote Speaker

Secure your ticket for $99

Book your advisor ticket for only $99. Why not bring your team? Get two free passes when you book 10.

image for Secure your ticket for $99

2024 Event Details

Strategies for Growth, Innovation, and Best Practice Management

The InvestmentNews RIA Summit will return as RIA Activate in New York on April 16th, 2024. Set against a backdrop of an ever-changing business landscape, the event is the key networking and troubleshooting platform for RIA business owners, practice managers, operations leaders, and other senior advisors to come together. Learn how to develop best practice management, and engage with strategies that will help futureproof your firms, optimize client services, bolster bottom lines and accelerate business growth.

photo or an image
  1. Explore strategies for identifying and attracting the best and brightest NextGen talent for your firms.

  2. Uncover the key factors around practice acquisition, how to value your business, and what approaches to take when looking to explore potential acquisition and expansion.

  3. Engage with the opportunities that innovations and technologies such as AI can offer your practice. 

  4. Hear from fast-growing RIAs about how to enhance efficiencies, transform your operations, and scale up your business. 

  5. Identify the emerging products, services, and revenue streams that can elevate your practice, strengthen client engagement, and ensure long-term growth.

photo or an image

Denoted sessions have been accepted by the CFP Board for CE Credits, and the Investments & Wealth Institute. See the agenda for further details. 

CFP Board

Denoted sessions have been accepted by the CFP Board for CE Credit, and can be reported for CFP® certification and renewall.

Investments & Wealth Institute

Denoted sessions have been accepted by the Investments & Wealth Institute for CE Credit, and can be reported for CIMA®, CWPA®, RMA® & CIMC certification and renewal.

Conrad New York Downtown

Conrad New York Downtown is in the heart of Lower Manhattan, in walking distance of several public transportation options. You’ll find subways at Fulton Street and The Oculus, and the ferry is directly across the street from the hotel.

Photo or an image

2024 Agenda

Gain practical ideas, the latest strategic developments, new tools and valuable connections with your peer

Apr 16, 2024
Tuesday
TIME (EST)
TOPIC
SPOTLIGHT
  • Opening Remarks & Keynote Introduction From Chairperson – Chuck Failla

    •  profile image of Chuck Failla
      Chuck Failla
      Founder + CEO
      Sovereign Financial Group
  • Opening Keynote: Taking Your Practice to the Next Level

    •  profile image of Joe Duran
      Joe Duran
      CEO
      Rise Growth Partners
  • Panel Discussion

    Unlocking the Talent Pipeline: How the NextGen futureproofs your business

    •  profile image of James Burton
      James Burton – Moderator
      Global Managing Editor
      InvestmentNews
    •  profile image of Kate Kammes
      Kate Kammes
      Principal and Chief Talent Officer
      JMG Financial Group
    •  profile image of Ali Criss-Kemp
      Ali Criss-Kemp
      CEO & Owner
      Financial Insights
    •  profile image of Lauren Oschman
      Lauren Oschman
      Partner & Chief Executive Officer 
      Vestia
    •  profile image of Shannon Spotswood
      Shannon Spotswood
      President
      RFG Advisory
  • Panel Discussion

    Mastering M&As to grow your practice

    •  profile image of Suzanne Siracuse
      Suzanne Siracuse – Moderator
      CEO & Founder
      Suzanne Siracuse Consulting Services
    •  profile image of Matt Matrisian
      Matt Matrisian
      Head of Client Growth
      AssetMark
    •  profile image of Kay Lynn Mayhue
      Kay Lynn Mayhue
      President
      Merit
    •  profile image of Liz Nesvold
      Liz Nesvold
      Chair, Emigrant Partners & Vice Chair
      Emigrant Bank
    •  profile image of Bryan Staff
      Bryan Staff
      Managing Partner
      Merchant
  • Fireside Chat: How AI & automation can work for you, not against you 

    •  profile image of Hiren B. Patel
      Hiren B. Patel – Moderator
      Executive Director and Head of Advisor Solutions
      55ip
    •  profile image of Andrew Altfest
      Andrew Altfest
      President
      Altfest Personal Wealth Management
    •  profile image of Gabe Rissman
      Gabe Rissman
      Co-Founder and President
      YourStake
  • RIA Speed Networking

  • Panel Discussion
    1 CE Credit

    What can and can’t be included in fiduciary care?

    •  profile image of Chuck Failla
      Chuck Failla – Moderator
      Founder + CEO
      Sovereign Financial Group
    •  profile image of Blaine Aikin
      Blaine Aikin
      Founder
      Fiduciary Insights LLC.
    •  profile image of James Lee
      James Lee
      President
      Lee Investment Management
    •  profile image of Liz Miller
      Liz Miller
      Founder and President
      Summit Place Financial Advisors, LLC
    •  profile image of Knut A. Rostad
      Knut A. Rostad
      Co-Founder and President
      Institute for the Fiduciary Standard
  • Panel Discussion

    Saving time while increasing your bottom line   

    •  profile image of Steve Miksta
      Steve Miksta – Moderator
      Founder & CEO / CTO
      Oppty Unlimited
    •  profile image of Jason Miller
      Jason Miller
      Partner & Chief Operating Officer
      Crewe Advisors
    •  profile image of Nina O’Neal
      Nina O’Neal
      Partner and Investment Advisor
      AIM Advisors
    •  profile image of Eric Stephenson
      Eric Stephenson
      Chief Operating Officer
      Align Impact
  • Panel Discussion
    1 CE Credit*

    Fee based everything – Revenue streams you are missing and shouldn’t be

    •  profile image of Nina O’Neal
      Nina O’Neal – Moderator
      Partner and Investment Advisor
      AIM Advisors
    •  profile image of Sharon Hayut
      Sharon Hayut
      Senior Managing Director
      Magnus
    •  profile image of Thomas H. Ruggie
      Thomas H. Ruggie
      Founder & CEO
      Destiny Family Office, Destiny Wealth Partners, Destiny Alternative Investment Fund, and Ruggie Wealth Management
    •  profile image of Debra Brennan Tagg
      Debra Brennan Tagg
      President
      BFS Advisory Group
    •  profile image of Matt Ohme
      Matt Ohme
      VP, RIA Distribution
      Jackson National Life Distributors LLC
  • Panel Discussion

    How to innovate your firm with DE&I

    •  profile image of Chuck Failla
      Chuck Failla – Moderator
      Founder + CEO
      Sovereign Financial Group
    •  profile image of Ka’Neda N. Bullock
      Ka’Neda N. Bullock
      President and Founder
      Master Plan Investment Group
    •  profile image of Christian C. Nwasike
      Christian C. Nwasike
      Principal & Managing Partner
      Practice Management Consultants LLC
    •  profile image of James Seth Thompson
      James Seth Thompson
      Senior Vice President and Head of Diverse Markets Strategy
      Bernstein Private Wealth Management
  • Closing remarks from chairperson

    •  profile image of Chuck Failla
      Chuck Failla
      Founder + CEO
      Sovereign Financial Group
  • Interactive Think Tanks

2024 Speakers

Hear from our leading experts.

Keynote Speaker

photo of Joe Duran

Joe Duran

CEO

From arriving in the US with just $200 to selling his business for $750m to Goldman Sachs, Joe Duran built his business United Capital to manage over $25 billion in assets. Join Joe as he shares how to take your practice to the next level.

photo of Blaine Aikin
Blaine Aikin

Founder

photo of Andrew Altfest
Andrew Altfest

President

photo of Ka’Neda N. Bullock
Ka’Neda N. Bullock

President and Founder

photo of James Burton
James Burton

Global Managing Editor

photo of Ali Criss-Kemp
Ali Criss-Kemp

CEO & Owner

photo of Chuck Failla
Chuck Failla

Founder + CEO

photo of Sharon Hayut
Sharon Hayut

Senior Managing Director

photo of Kate Kammes
Kate Kammes

Principal and Chief Talent Officer

photo of James Lee
James Lee

President

photo of Matt Matrisian
Matt Matrisian

Head of Client Growth

photo of Kay Lynn Mayhue
Kay Lynn Mayhue

President

photo of Steve Miksta
Steve Miksta

Founder & CEO / CTO

photo of Jason Miller
Jason Miller

Partner & Chief Operating Officer

photo of Liz Miller
Liz Miller

Founder and President

photo of Liz Nesvold
Liz Nesvold

Chair, Emigrant Partners & Vice Chair

photo of Christian C. Nwasike
Christian C. Nwasike

Principal & Managing Partner

photo of Nina O’Neal
Nina O’Neal

Partner and Investment Advisor

photo of Matt Ohme
Matt Ohme

VP, RIA Distribution

photo of Lauren Oschman
Lauren Oschman

Partner & Chief Executive Officer 

photo of Hiren B. Patel
Hiren B. Patel

Executive Director and Head of Advisor Solutions

photo of Gabe Rissman
Gabe Rissman

Co-Founder and President

photo of Knut A. Rostad
Knut A. Rostad

Co-Founder and President

photo of Thomas H. Ruggie
Thomas H. Ruggie

Founder & CEO

Destiny Family Office, Destiny Wealth Partners, Destiny Alternative Investment Fund, and Ruggie Wealth Management

photo of Suzanne Siracuse
Suzanne Siracuse

CEO & Founder

Suzanne Siracuse Consulting Services

photo of James Seth Thompson
James Seth Thompson

Senior Vice President and Head of Diverse Markets Strategy

photo of Bryan Staff
Bryan Staff

Managing Partner

photo of Shannon Spotswood
Shannon Spotswood

President

photo of Eric Stephenson
Eric Stephenson

Chief Operating Officer

photo of Debra Brennan Tagg
Debra Brennan Tagg

President

2024 Sponsors

Meet the partners and sponsors of RIA Activate New York

Logo of Assetmark
Logo of Jackson National Life
Logo of Advyzon
Logo of Stone Castle
Logo of Flyer Financial Technologies
Logo of Fintello
Logo of YourStake
Logo of 55ip
Logo of Allocaterite
Logo of Comply
Logo of FINTRX
Logo of Goldman Sachs
Logo of Halo Investing
Logo of Liberty Street Advisors, Inc.
Logo of NAIFA

Meet Leading RIAs

app download mockup image

Download the event app

Access the event agenda, view speakers and sponsors, and see who is attending on your mobile.

Download the app and enter your email used for registration

 

Thanks for Taking Part in RIA Activate New York 2024

Missed this 2024 event? Register your interest to participate in the next RIA Activate New York 2025