Speaking
Engagements

At this year’s Pennsylvania RIA Summit, hosted by Portfolio Summits, our firm facilitated a roundtable discussion exploring “Private Credit Strategies for Client Portfolios,” engaging investors and curious minds about the evolution of this market, its opportunities and its risks. The summit brought together a diverse network of market participants for a day of thoughtful discussion, meaningful insight, and candid perspectives on trends shaping today’s market.

CapRidge Advisors was proud to have its President, Mike Pidhirskyj, represent the firm at the 13th Annual Endowments and Foundations Conference at CYTO PHL in Philadelphia on September 11th. Mike moderated a peer-led breakout session focused on asset allocation strategies, market trends, and the evolving challenges facing investors today.

The event also featured two keynote speakers. David Itzkovits, co-founder of Optimal AdvisorAI, who explored what’s possible with AI today and shared practical techniques to improve organizational efficiency. Philadelphia Mayor Cherelle Parker offered her vision for the future of Philadelphia

We’re grateful to the CFA Society of Philadelphia for the opportunity to be part of conversations that foster insight, innovation, and collaboration across the investment community.

Our President and CEO Mike Pidhirskyj joined a panel on behalf of CapRidge Advisors at the Gladstone Group’s Annual M&A Conference on April 23-24 at the W Hotel in Philadelphia. Mike was joined by Jonathon Cohen, Chief Executive Officer of Oxford Lane, and Greg Mausz, Chief Operating Officer of Skyway Capital Markets. Together, they discussed opportunities in the CLO market and the potential benefits for investors. The event was billed as ‘The wealth management industry’s premier event for RIA founders, principals, and key next-gen leaders.

CapRidge Advisors was represented by Mike Pidhirskyj at the 12th Annual Endowments and Foundations Conference in Philadelphia on October 2nd. Mike moderated the Innovative Allocation Strategies panel alongside industry peers, highlighting their latest approaches. The sold-out event was hosted by CFA Society Philadelphia.