At Ultimus, we invest in best-in-class technology and put our team of experienced, top quality professionals to work for you. We partner with you to learn the nuances and complexities of your business, how you define success, and how to work most effectively for you in order to provide you customized services throughout the entire lifecycle of your funds.
This event is presented exclusively for Ultimus clients and business partners.
ATTENDANCE IS BY INVITATION ONLY AND RSVP IS REQUIRED.
Please plan to join us for our next client event! The Summit will be held at the Hyatt Regency in Downtown Cincinnati which will provide a fresh contemporary feel and an infusion of new energy. With a theme of Vision 20/20, our goal is to deliver a forward looking perspective throughout the event.
The Summit will focus on providing educational sessions and networking opportunities to meet investment adviser peers, business partners, industry experts, and valuable business partners of Ultimus.
WEDNESDAY, SEPTEMBER 18TH
We will kick off the Summit at 2:00pm with an afternoon filled with educational sessions and finish the day at the Cincinnati Museum Center and historic Union Terminal with an evening networking reception and assorted food stations.
THURSDAY, SEPTEMBER 19TH
Enjoy a full day of informative panel discussions, round table and breakout sessions with a casual, evening networking event including cocktails and food at PiNS Mechanical Co., a local Cincinnati favorite.
We are also excited to have Alison Levine as our Keynote Speaker on Thursday morning. As a history-making polar explorer and mountaineer, NY Times Bestselling Author, and all-around game-changer, she will inspire us with her unique leadership philosophy during a compelling and entertaining session (e.g., surviving sub-zero temperatures, hurricane-force winds, sudden avalanches…and a career on Wall Street). Having a clear vision makes all of us, as leaders, more effective and impactful.
FRIDAY, SEPTEMBER 20TH
To conclude the Summit, we will have a half-day filled with more industry hot topics and wrap up before noon so you can head back home with your new vision!