RIA Channel

RIA Channel RIA Channel provides educational investment content and events for the largest financial advisor community in the industry.

Calamos Investments’ Matt Kaufman On Protected Bitcoin InvestmentsWatch now: https://tinyurl.com/4z6kehze Calamos
10/01/2025

Calamos Investments’ Matt Kaufman On Protected Bitcoin Investments
Watch now: https://tinyurl.com/4z6kehze

Calamos

Matt Kaufman, Global Head of ETFs for Calamos Investments, joined Julie Cooling, Founder and CEO of RIA Channel, at the New York Stock Exchange bell-ringing ceremony to discuss investing in bitcoin with principal protection.

Man Group On Investing In Markets With Favorable Policy TailwindsRead now: https://tinyurl.com/ywx9vs2s
09/30/2025

Man Group On Investing In Markets With Favorable Policy Tailwinds
Read now: https://tinyurl.com/ywx9vs2s

Join Man Group for a discussion of global macro trends, including inflation, economic growth, policy headwinds and tailwinds, and their impact on opportunities in credit markets.

Eaton Vance Launches Tax Forward Investing Center For AdvisorsWatch now: https://tinyurl.com/48b437fk
09/29/2025

Eaton Vance Launches Tax Forward Investing Center For Advisors
Watch now: https://tinyurl.com/48b437fk

Matthew Witkos, President of Eaton Vance Distributors, joined Julie Cooling, Founder and CEO of RIA Channel, to discuss the firm’s new Tax Institute educational platform.

Innovator ETFs On The Growth Of Buffer ETF StrategiesRead now: https://tinyurl.com/2ybu72nh
09/29/2025

Innovator ETFs On The Growth Of Buffer ETF Strategies
Read now: https://tinyurl.com/2ybu72nh

Join Innovator ETFs for a discussion on how to reduce the impact of the risk of declining equity markets on client portfolios.

Burney Advisor Services On The Tax-Deferral Power Of Section 351 ExchangesRegister now: https://tinyurl.com/bddtf5f3 ...
09/26/2025

Burney Advisor Services On The Tax-Deferral Power Of Section 351 Exchanges
Register now: https://tinyurl.com/bddtf5f3

Join Burney Advisor Services for a discussion on how to improve portfolio diversification while deferring the taxes on concentrated positions.

Calamos Investments’ John Koudounis On Accessing Private Equity And Private Credit Interval FundsWatch now: https://tiny...
09/25/2025

Calamos Investments’ John Koudounis On Accessing Private Equity And Private Credit Interval Funds
Watch now: https://tinyurl.com/48wvfxnc

Calamos

John Koudounis, President and Chief Executive Officer of Calamos Investments, joined Julie Cooling, Founder and CEO of RIA Channel, at the New York Stock Exchange bell-ringing ceremony to discuss its private equity and private credit interval funds launched in partnership with Aksia.

Due Diligence Works’ Kevin Hughes On The Information Required For Reg BI ComplianceWatch now: https://tinyurl.com/fzp8wk...
09/24/2025

Due Diligence Works’ Kevin Hughes On The Information Required For Reg BI Compliance
Watch now: https://tinyurl.com/fzp8wkrk

Kevin Hughes, Chief Growth Officer for Due Diligence Works, joined Julie Cooling, Founder and CEO of RIA Channel, to the importance of product information and due diligence in portfolio construction and regulatory compliance.

Bitwise Investments’ Matt Hougan On Portfolio Construction With Crypto AssetsWatch now: https://tinyurl.com/2knukkut ...
09/23/2025

Bitwise Investments’ Matt Hougan On Portfolio Construction With Crypto Assets
Watch now: https://tinyurl.com/2knukkut

Matt Hougan, Chief Investment Officer at Bitwise Investments, joined Keith Black, Managing Director of RIA Channel, to discuss the size of bitcoin and crypto assets in the world market portfolio and how the relatively low correlation to stocks and bonds can allow investors to hold small crypto alloc...

Red Cedar Investment Management’s John Cassady III On Multi-Sector Fixed Income InvestingWatch now: https://tinyurl.com/...
09/22/2025

Red Cedar Investment Management’s John Cassady III On Multi-Sector Fixed Income Investing
Watch now: https://tinyurl.com/4kn5hp96

John Cassady III, CFA, CEO and Co-Chief Investment Officer of Red Cedar Investment Management, joined Keith Black, Managing Director of RIA Channel, to discuss how managers navigate the risks and inefficient markets in multi-sector fixed income investing.

Envestnet’s Erik Preus On Tax Managed Overlay ServicesWatch now: https://tinyurl.com/ynd5xjas Envestnet
09/19/2025

Envestnet’s Erik Preus On Tax Managed Overlay Services
Watch now: https://tinyurl.com/ynd5xjas

Envestnet

Erik Preus, Group Head of Investment Solutions for Envestnet, joined Julie Cooling, Founder and CEO of RIA Channel, to discuss the importance of taxes for high-net-worth clients and how changes in tax law affect coming tax burdens.

ARQA’s Haik Sahakyan On Using AI To Query Portfolio DataWatch now: https://tinyurl.com/295jzuvj ARQA AI
09/18/2025

ARQA’s Haik Sahakyan On Using AI To Query Portfolio Data
Watch now: https://tinyurl.com/295jzuvj

ARQA AI

Haik Sahakyan, Founder and CEO of ARQA, joined Julie Cooling, Founder and CEO of RIA Channel, to discuss how advisors can increase efficiency using AI without sacrificing the security of client data.

FIDx’s Rich Romano On Integrating Insurance Products In Client PortfoliosWatch now: https://tinyurl.com/5n7mzwuc
09/17/2025

FIDx’s Rich Romano On Integrating Insurance Products In Client Portfolios
Watch now: https://tinyurl.com/5n7mzwuc

Rich Romano, CEO of FIDx, joined Julie Cooling, Founder and CEO of RIA Channel, to discuss how advisors can manage client assets in accounts containing insurance products.

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