Announcements
2024 Leading Experts
Discover inspiration from a selection of industry pioneers. Explore their journeys, gain valuable insights, and ignite your own path to success.

Joe Duran


James Seth Thompson


Liz Nesvold


Kay Lynn Mayhue

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.

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Explore strategies for identifying and attracting the best and brightest NextGen talent for your firms.
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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.
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Engage with the opportunities that innovations and technologies such as AI can offer your practice.
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Hear from fast-growing RIAs about how to enhance efficiencies, transform your operations, and scale up your business.
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Identify the emerging products, services, and revenue streams that can elevate your practice, strengthen client engagement, and ensure long-term growth.

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.

2024 Agenda
Gain practical ideas, the latest strategic developments, new tools and valuable connections with your peer
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Registration and breakfast
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Opening Remarks & Keynote Introduction From Chairperson – Chuck Failla
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Chuck FaillaFounder + CEOSovereign Financial Group
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Opening Keynote: Taking Your Practice to the Next Level
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Joe DuranCEORise Growth Partners
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Panel Discussion
Unlocking the Talent Pipeline: How the NextGen futureproofs your business
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James Burton – ModeratorGlobal Managing EditorInvestmentNews
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Kate KammesPrincipal and Chief Talent OfficerJMG Financial Group
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Ali Criss-KempCEO & OwnerFinancial Insights
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Lauren OschmanPartner & Chief Executive OfficerVestia
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Shannon SpotswoodPresidentRFG Advisory
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Networking coffee break
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Panel Discussion
Mastering M&As to grow your practice
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Suzanne Siracuse – ModeratorCEO & FounderSuzanne Siracuse Consulting Services
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Matt MatrisianHead of Client GrowthAssetMark
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Kay Lynn MayhuePresidentMerit
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Liz NesvoldChair, Emigrant Partners & Vice ChairEmigrant Bank
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Bryan StaffManaging PartnerMerchant
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Fireside Chat: How AI & automation can work for you, not against you
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Hiren B. Patel – ModeratorExecutive Director and Head of Advisor Solutions55ip
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Andrew AltfestPresidentAltfest Personal Wealth Management
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Gabe RissmanCo-Founder and PresidentYourStake
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RIA Speed Networking
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Networking lunch
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Panel Discussion1 CE Credit
What can and can’t be included in fiduciary care?
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Chuck Failla – ModeratorFounder + CEOSovereign Financial Group
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Blaine AikinFounderFiduciary Insights LLC.
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James LeePresidentLee Investment Management
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Liz MillerFounder and PresidentSummit Place Financial Advisors, LLC
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Knut A. RostadCo-Founder and PresidentInstitute for the Fiduciary Standard
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Panel Discussion
Saving time while increasing your bottom line
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Steve Miksta – ModeratorFounder & CEO / CTOOppty Unlimited
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Jason MillerPartner & Chief Operating OfficerCrewe Advisors
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Nina O’NealPartner and Investment AdvisorAIM Advisors
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Eric StephensonChief Operating OfficerAlign Impact
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Networking coffee break
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Panel Discussion1 CE Credit*
Fee based everything – Revenue streams you are missing and shouldn’t be
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Nina O’Neal – ModeratorPartner and Investment AdvisorAIM Advisors
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Sharon HayutSenior Managing DirectorMagnus
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Thomas H. RuggieFounder & CEODestiny Family Office, Destiny Wealth Partners, Destiny Alternative Investment Fund, and Ruggie Wealth Management
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Debra Brennan TaggPresidentBFS Advisory Group
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Matt OhmeVP, RIA DistributionJackson National Life Distributors LLC
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Panel Discussion
How to innovate your firm with DE&I
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Chuck Failla – ModeratorFounder + CEOSovereign Financial Group
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Ka’Neda N. BullockPresident and FounderMaster Plan Investment Group
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Christian C. NwasikePrincipal & Managing PartnerPractice Management Consultants LLC
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James Seth ThompsonSenior Vice President and Head of Diverse Markets StrategyBernstein Private Wealth Management
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Closing remarks from chairperson
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Chuck FaillaFounder + CEOSovereign Financial Group
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Interactive Think Tanks
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Networking drinks reception
2024 Speakers
Hear from our leading experts.
Keynote Speaker

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.
Blaine Aikin
Founder

Andrew Altfest
President

Ka’Neda N. Bullock
President and Founder

James Burton
Global Managing Editor

Ali Criss-Kemp
CEO & Owner

Chuck Failla
Founder + CEO

Sharon Hayut
Senior Managing Director

Kate Kammes
Principal and Chief Talent Officer

James Lee
President

Matt Matrisian
Head of Client Growth

Kay Lynn Mayhue
President

Steve Miksta
Founder & CEO / CTO

Jason Miller
Partner & Chief Operating Officer

Liz Miller
Founder and President

Liz Nesvold
Chair, Emigrant Partners & Vice Chair

Christian C. Nwasike
Principal & Managing Partner

Nina O’Neal
Partner and Investment Advisor

Matt Ohme
VP, RIA Distribution

Lauren Oschman
Partner & Chief Executive Officer

Hiren B. Patel
Executive Director and Head of Advisor Solutions

Gabe Rissman
Co-Founder and President

Knut A. Rostad
Co-Founder and President

Thomas H. Ruggie
Founder & CEO
Destiny Family Office, Destiny Wealth Partners, Destiny Alternative Investment Fund, and Ruggie Wealth Management
Suzanne Siracuse
CEO & Founder
Suzanne Siracuse Consulting Services
James Seth Thompson
Senior Vice President and Head of Diverse Markets Strategy

Bryan Staff
Managing Partner

Shannon Spotswood
President

Eric Stephenson
Chief Operating Officer

Debra Brennan Tagg
President

2024 Sponsors
Meet the partners and sponsors of RIA Activate New York
Gold Sponsor


Silver Sponsor





Exhibitors







Associate Sponsor

Meet Leading RIAs
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