Lou Mandia, Head of RIA Strategy and Distribution for the Institutional Equity Division at Morgan Stanley, joined Julie Cooling, Founder and CEO of RIA Channel, to discuss the “Integrated Morgan Stanley” initiative and its May 1 launch event.
On May 1, 2025, Morgan Stanley will be hosting its inaugural “Integrated Morgan Stanley Summit for RIAs and Family Offices” in New York City. The exclusive, invitation-only event will bring together registered investment advisors and family offices for a day of thought leadership, networking, and a showcase of Morgan Stanley’s portfolio solutions. The event will feature former New York Giant and 2x Super Bowl Champion, Zach Schreiber, Co-Founder of PointState Capital, and Morgan Stanley leaders, including Mandell Crawley, Chief Client Officer, and Mike Wilson, Chief U.S. Equity Strategist.
Integrated Morgan Stanley showcases the strategic alliance between Morgan Stanley Advisor Solutions, a part of the Firm’s Institutional Equity Division, and Morgan Stanley Investment Management. One of its goals is to maintain client flexibility, including access through third-party distributors and fintech platforms such as iCapital, CAIS, and HALO Investments. Morgan Stanley also provides advisors and their clients the flexibility to custody assets at a variety of custodians.
Topics of discussion at the Summit will include:
- Hedging & Monetization for Concentrated Equity Positions
- Alternative Investments
- Enhancing Alpha with Long/Short Strategies
- Structured Products
- Securities-Based Lending
- Thematic Investment Strategies
- Hedge Fund Solutions
RIA and Family Office clients who are interested in attending are encouraged to contact the Morgan Stanley Advisor Solutions team, advisor_solutions@morganstanley.com, to express their interest in receiving an invitation to attend.