Thought Leadership

13th Annual Endowments and Foundations Conference

September 11, 2025

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.

Gladstone Group's Annual M&A Conference

April 23-24, 2025

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. The event was billed as ‘The wealth management industry’s premier event for RIA founders, principals, and key next-gen leaders.” Gladstone Group’s Annual M&A Conference.

12th Annual Endowments and Foundations Conference

October 2, 2024

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.

Speaker/Panelist  8th Annual Private Wealth Mid-Atlantic Forum – September 2023

Speaker/Panelist  Portfolio Summits Pennsylvania RIA Summits – May 2023

Financial Advisor Magazine Three Reasons Munis Are Right, Right Now – March 2023

Speaker/Panelist  7th Annual Private Wealth Mid-Atlantic Forum – September 2022

Moderator  CityWire Private Panel Event -Strategic Bonds A-Z – November 2021

CityWire ‘You just throw in the towel’: Tone-deaf manager makes gatekeeper give up – Nov 2019

Speaker/Panelist  5th Annual Private Wealth Mid-Atlantic Forum – September 2019

Speaker/Panelist  4th Annual Private Wealth Mid-Atlantic Forum – October 2018