How RIAs Can Win More Clients and Protect Their Practices By Using Alts – AiK2 – 1.12.22

Summary:

Now On Demand.

Alternative investments can be a gamechanger for RIAs – a competitive advantage for your firm and powerful protection for your clients. Join us for AiK2’s webcast, “How RIAs Can Win More Clients and Protect Their Practices By Using Alts,” to learn how you can scale private investments in your practice to enhance, evolve, and change the way you do business.

2022 is the year to make alternatives a key part of your practice, and this webinar will help launch your success. This will not be your average, dull, PowerPoint slide filled webinar.

Jay Hummel, CEO of AiK2, will moderate a roundtable of industry experts to provide:

• Insights into how RIAs can access and strategically leverage corporate real estate investments (with Paul Barausky, Chief Distribution Officer, Sealy Investment Securities, LLC).
• A clear vision for why private equity is a key asset class in today’s market and how RIAs can take advantage (with Michael Bell, Founder and Managing Director, Primark Capital).
• An of example of how an RIA with over $1B in assets implemented alternatives into their investment strategy, and their key considerations and opportunities (with Todd Battaglia, President and CEO, MG&A Wealth).
• How RIAs can protect their biggest asset, their firm (with insights and expertise from Gregg Sartorius of AiK2).

Speakers:

Jay serves as CEO of AiK2 Insurance Services, with responsibilities as the general manager of the company. Jay also serves as the CEO of Wealth Advisor Growth Network (WAGN), a key partner to AiK2 Insurance Services. Prior to founding WAGN, Jay was a Senior Vice President and Head of American Century Investment’s Personal Financial Solutions Business. Jay was responsible for the strategic and executional oversight of teams serving 600,000 individual and small retirement clients with $40B in assets under management.

He is a former Managing Director of Envestnet, where he served as the Head of Strategic Initiatives and Thought Leadership. Wiley has published two of his books: Success and Succession and The Essential Advisor

Michael Bell is a Managing Director of Primark Capital, a private equity investment firm. Prior to Primark, Michael built, and was the CEO for a $12B RIA, managing more than 30 investment strategies and a $10B liquid alternative mutual fund complex that launched more than 50 alternative funds. Most recently he purchased, grew, and sold a family office-backed $6B RIA. Also, he specialized as a corporate finance attorney for Latham & Watkins and was a CPA for KPMG. He holds a B.S. in Commerce from the University of Virginia and a J.D. from West Virginia University.

Paul Barausky is the Chief Distribution Officer at Sealy Investment Securities, LLC, a recognized leader in acquiring, developing, and redeveloping industrial/flex, regional distribution warehouses, and other industrial properties. Prior to Sealy, he served multiple roles at Stira Capital Markets Group, most recently as Senior Vice President, National Sales, where he developed, managed, and executed an organizational strategy for all of Steadfast Companies’ privately placed and publicly registered investment programs. Before that, he held roles at Oak Star Partners, LLC; Hays Advisory Group, LLC; Aurora Associates; Lincoln Financial Services; and Planco Financial Services. He is a graduate of Penn State University.

Todd left his hometown of Rochester, NY in January of 1999 to join Meg Green & Associates as President of the Investment Management Division. In 2002, Todd became a Partner and now serves as President and CEO of the firm. In this role, Todd oversees all the investment programs and works closely with the investment managers that the firm engages for our clients’ portfolios. His specialization in portfolio design and investments allows Meg Green & Associates to manage and invest portfolios for a wide array of clients. He holds a Master’s degree in Finance from the University of Rochester and also brings many years of experience as a money manager and advisor in upstate New York.

Gregg B. Sartorius has over 17 years of experience in the insurance industry. He has held senior positions in some of the largest firms in the industry, including AIG, Aon, and Marsh & McLennan. Currently, Mr. Sartorius is a Managing Director at Kore Insurance Holdings, leading their Financial Services practice. Kore is an industry leading independent insurance brokerage firm, focused on protecting businesses and private clients by offering a broad spectrum of service and solutions. In Mr. Sartorius’ current role, he manages a team that focuses on management and professional liability products, as well as places insurance coverage for firms including AiK2 and K2 placements.