Boston Wednesday lunch + dinner, NYC Thursday dinner — three private advisor seats this week
Hosting Rayliant Global Advisors and a major Asia-Pacific institutional partner. Limited seats across three exclusive events — RSVP by Tuesday.
The market keeps trying to rerun a playbook that stopped working in 2022 — long-duration US growth as the only trade, a 60/40 that no longer hedges itself, and “international” exposure that is really just a different flavor of the same tech complex. Most advisors I talk to already feel this in their books. The question is what to do about it without leaning on VIE-structured China wrappers, regional ETFs that closet-hug MSCI, or a wholesaler script.
I am hosting three private gatherings this week — two in Boston on Wednesday (a midday lunch and an evening dinner) and one in New York on Thursday — built around exactly that conversation. The guests of honor are Lawrence Lo and Jason Hsu of Rayliant Global Advisors, in from Hong Kong, joined by the team from a major Asia-Pacific institutional partner. They are launching CNQQ, a China internet ETF that is not VIE-structured, and they run institutional Asia-quant strategies that most US RIAs have never had real access to.
Each event is intimate by design — roughly ten to twelve advisors, real conversation, no podium, no deck. If you have been looking for a way to talk about Asia exposure with clients without defaulting to either “just buy more S&P” or “here is an EM ETF and good luck,” this is the room for it.
Wednesday, May 13 — Boston lunch at Davio’s
Davio’s Northern Italian Steakhouse, Back Bay, 12:30pm. Roughly ten advisors, two-hour lighter format over lunch. Ideal if your Wednesday evening is locked but you can carve out a midday block. Venue is confirmed and locked.
Wednesday, May 13 — Boston dinner
Back Bay, Boston, 6:30pm. Ten advisor seats, full dinner format. Same Rayliant principals, same Asia-Pacific institutional partner — different room, more time for the deeper conversation. Venue confirmed on RSVP.
Thursday, May 14 — NYC dinner
Midtown Manhattan, 6:30pm. Twelve advisor seats, full dinner format. The NYC night is the most heavily requested — if you are in or near the city, reply early. Venue confirmed on RSVP.
Who I would love at the table
● Independent RIAs and advisors custodied at Fidelity or Schwab — these are the platforms Rayliant is built around
● Advisors actively questioning whether 60/40 still hedges anything in a regime of positive stock-bond correlation
● Anyone who has been sidelined on China by VIE structure concerns and wants a serious alternative
● Advisors who want real international exposure — not just a different vehicle for the same handful of US-listed mega-caps
● Anyone allergic to the standard wholesaler script and tired of pretending the last three years did not happen
How to RSVP
Reply to this email or write me directly at michaelgayed@leadlagreport.com with which event works — Boston lunch, Boston dinner, or NYC dinner. RSVPs close end of day Tuesday. Seats are first-come and capped intentionally low. Forward freely to anyone in your network you think should be in the room.
Michael A. Gayed, CFA is the Publisher of The Lead-Lag Report and Founder of Lead-Lag Media.