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.
Expect Miracles Foundation is proud to present the 4th Annual Expect Miracles Atlantic Coast Classic. Inviting the New York financial community and beyond to join us at Fiddler’s Elbow Country Club in Bedminster, NJ. Senior financial industry executives will hit the links, to join together and raise funds for cancer research.
Find out more here.
The Tax and Accounting Conference will be back virtually this fall. Join us on September 21, 28, and October 5 to learn the latest information on tax and accounting issues affecting investment companies.
Conference registration will open in late July.
- Three days of content, with the opportunity for interactive Q&A on most panels
- CPE credits for attendees who view the panels live
- Interaction with your peers in real-time group discussions
- Daily sponsored thought leadership sessions for additional conference content
- Program and more conference details coming soon!
For additional information visit the website here.
The 2021 Morningstar Investment Conference will be a hybrid event that reflects our gradual steps into a post-pandemic world. Sessions will be viewable online, and in-person at McCormick Place. Join us in Chicago (from wherever you are) for research, insights, and analysis that can help you find long-term investing solutions for today’s new normal and the challenges of tomorrow.
More information found here.