Put your text here

2021 Editorial Advisory Board Meeting – Real Assets Adviser

November 8 - November 10, 2021 | Fairmont Scottsdale Princess | Scottsdale, AZ

The 2021 meeting of the Editorial Advisory Board for Real Assets Adviser magazine is an exclusive gathering of investment industry leaders designed to create a private environment that fosters open and stimulating dialogue. The objective is to exchange ideas, create new connections between board members, and cultivate feedback that drives the content of the magazine, as well as its related podcasts, videos and events for the next calendar year. Marketing is strictly prohibited. Board meeting content and discussion are confidential and for the benefit of participating board members only.

This is an invitation-only conference. Those eligible to attend must be invited editorial board members, Platinum Sponsor organizations, or a member of the Real Assets Adviser staff.

To learn more about serving on the editorial board or becoming a Platinum Sponsor, please visit our Sponsorship & Advertising webpage or contact Brooke Heffington at +1 925-365-7165, ext. 134 or

  • Board/Speakers

The following is a list of our current 2020-2021 Editorial Board Members for Real Assets Adviser:

Alexander Anderson
Time Equities Inc.

James F. Apostol
Pacific Pension & Investment Institute

Frederick Baerenz
AOG Wealth Management

Mike Bendix
DFPG Investments, Inc.

Keith Black
Chartered Alternative Investment Analyst (CAIA) Association

Dale Brown
Financial Services Institute (FSI)

Anthony Chereso
Institute for Portfolio Alternatives (IPA)

Jim Condon
Strategic Capital Fund Management

Craig Covington
Discipline Advisors, Inc.

Jason DeBono, CISP
NuView Trust

J. Mark Earley
Hines Securities, Inc.

Howard Friedman
Citi U.S. Pension Investments

Jeff Grant
CIM Group

John P. Harrison
Alternative & Direct Investment Securities Association (ADISA)

Travis Hicks
Independent Financial Group, LLC

Matthew Iak
U.S. Energy Development Corporation

David Johan
Doceo Wealth, LLC

Karlton Kleis
Arete Wealth

Rajeev Kotyan
Innovative Advisory Group

Daniel A. Kreuter
Gladstone Group Inc.

Chad LaFauci
Commonwealth Financial Network

Michelle Mathieu
Fulcrum Capital

William McCance
Trust Advisory Group, Ltd.

Abby McCarthy

Wayne McCullough
Benchmark Private Wealth Management

Bryan Mick
Mick Law P.C. LLO

Rick Murphy
Berthel Fisher & Company

Braulio Nieves Roman
Pariter Wealth Management Group, LLC

Elliott Orsillo
Season Investments, LLC

Charles F. Reiling III
Coastal Equities, Inc. & Coastal Investment Advisors, Inc.

Bill Robbins

Aaron Rosen

R. Lawrence Roth
RLR Strategic Partners

Laura Sexton
AI Insight, an iCapital Network company

Clive Slovin
SFA Partners

Miguel Sosa

Todd Van Pelt
Cambridge Investment Research

Dan Vene
iCapital Network

Benjamin Webb

Darren Whissen
Atomi Financial Group, Inc.

  • Hotel & Venue

Fairmont Scottsdale Princess

7575 East Princess Drive

Scottsdale, AZ

7575 East Princess Drive

Get Directions
  • Contact

Brooke Heffington
Managing Director, Real Assets Adviser or +1 925-365-7165

Lucero Jaramillo
Conference Director or +1 925-244-0500, ext. 130

Forgot your username or password?

We use cookies and other tracking technologies to personalize your user experience on our site and perform site analytics. By clicking on “I accept”, you consent to our Privacy Policy.