Join Ultimus LeverPoint as we sponsor this annual event. To meet us on-site\, email ma*******@* **************nt.com and schedule a meeting with one of our on-site team members.

The Private M arkets US COO Summit is an exclusive event for COOs\, CFOs\, General Couns els\, CTOs and other senior operations\, legal\, finance and tech executiv es from US private market funds. Find out more here: https://www.privatema rketsussummit.com/

Ultimus is a proud sponsor of ICI Innovate. ICI Innovate offers the opportunity to gain insights on how technology is transforming all aspects of the marketplace from leaders\, innovators and experts in the asset management industry. W e look forward to discussing how tech is shaping the future of the fund in dustry with other finance industry professionals.

For more inform ation on ICI Innovate and to register for this top industry event\, please visit: https://www.ici.org/events/24-ici-innovate

Ultimus is lo oking forward to attending ETF Exchange on February 11-14\, 2024 in Miami\ , Florida. Make sure to stop by our booth to connect with the Ultimus asso ciates in attendance! For more information about Exchange please visit htt ps://www.exchangeetf.com/

Ultimus will also be hosting a Little Ha vana Food Tour for clients\, prospects and business partners. For an invit e\, please reach out to ma*******@******************ns.com.

Ulimus’ Mick Grunewald is excited to attend Redeeming Money hosted by Kingdom Advisors. Redeeming Money is an investment in yourself\, your fam ily\, your firm\, and your clients. For more information and to register f or this event\, please visit https://kingdomadvisors.com/events/conference .

Ultimus Fund Solutions is a proud sponsor of Invest Ops on March 11-13\, 2024. Ultimus associates are excited to network with other industry professionals and sh are more about Ultimus’ tech-driven middle office solutions that optimize operational efficiency while improving data aggregation and management. St op by our booth to learn more about how Ultimus can assist with your middl e office needs.

Ultimus is lo oking forward to attending the NICSA Strategic Leadership Forum in Orlando in March 2024. Make sure to connect with Ultimus associates in attendance . For more information regarding this event\, please visit https://learn.n icsa.org/2024-slf

Ultimus Fund Solutions is a proud sponsor of the Investment Company Institute’s Investm ent Management Conference in Palm Desert\, CA March 17-20\, 2024! We’re lo oking forward to joining industry colleagues and professionals to hear the latest information on regulatory and fund governance topics. Registration opens soon. For more information please visit https://www.ici.org/events/ 24-imc

Ultimus is lo oking forward to attending the ADISA 2024 Spring Conference in Chicago\, I L on April 8-10\, 2024. Make sure to connect with an Ultimus professional while there! For more information on this educational event\, please visit : https://www.adisa.org/home

Join Ultimus associates\, industry experts and influencers at Inside ETFs to learn abou t the evolving world of investment management. Inside ETFs brings together innovators and influencers from across the investment management landscap e to connect with ETF issuers and asset managers\, and gain insights on pe rsonalized portfolios. For more information\, please go to the Inside ETFs website.

The ETP Sprin g Forum\, presented by the Expert Series\, is back! During a full day of i nformative panels\, great speakers\, and valuable networking\, make sure t o connect with the Ultimus associates in attendance.

Ultimus assoc iate Kevin Guerette is looking forward to attending Pershing INSITE in Nas hville this June. For more information about this exciting event\, please visit https://insite.bnymellon.com/home.html

Ultimus is lo oking forward to supporting the Expect Miracles Foundation during their an nual East Coast Classic this June taking place in Plymouth\, MA. Check the Expect Miracles Foundation website for more information about this great event. https://expectmiraclesfoundation.org/

The ICI Tax a nd Accounting Conference is back and better than ever! Ultimus is excited to attend this educational conference in Boca Raton\, FL this September an d we hope to see you there!

Ultimus’ Mick Grunewald is looking forward to attending the US SIF Annual Conference in June.

The US SIF Annual Conference offer a unique opportunity to network with leaders of the sustainable and impact investing community and to learn about new approaches\, trends and policy developments in the fie ld.

Ultimus is pr oud to support Main Management at their 2024 Top Advisor in La Jolla\, CA this September. You don’t want to miss Mike Prendergast’ educational sessi on on September 15th. We look forward to connecting with you there!

Ultimus is lo oking forward to attending IPA Vision in Orlando\, FL this September. Make sure to stop by the Ultimus booth to learn more about our award-winning\, tech-driven and client-centric servicing. For more information and to reg ister for IPA Vision\, please visit https://ipa.com/ipavision2024/

Ultimus is lo oking forward to supporting the Expect Miracles Foundation during their an nual Atlantic Coast Classic this September taking place in Bedminster\, NJ . Check the Expect Miracles Foundation website for more information about this great event. https://expectmiraclesfoundation.org/

Connect with Ultimus’ Michael Grunewald at the ADISA 2024 Annual Conference and Trade S how in Las Vegas this week to find out how Ultimus supports asset managers in bringing retail alt funds to market with a consultative approach and c omprehensive suite of solutions.

Ultimus is lo oking forward to attending the CAIS Alternative Investment Summit. Make s ure to check out Nick Darsch’s panel and connect with him to find out how Ultimus supports asset managers in bringing retail alt funds to market wit h a consultative approach and comprehensive suite of solutions.

The 2024 Ultimus Fund Solutions Registered Funds Cl ient Summit is coming up! This time\, we’re taking the show on the road an d what better place to DISCOVER than in Texas where everything is bigger?!

After eight fantastic years in Cincinnati\, we are bringing our Su mmit to the Lone Star State and are confident that together we will produc e an event that goes above and beyond where we’ve been before. With a trac k record of increasing attendance year over year\, Ultimus’ 2024 Summit wi ll be the ultimate opportunity for attendees to DISCOVER the latest trends\, new connections and advanced solut ions.

Mark your calendars for October 16 – 18\, 2024 because our 9th Ultimus Client Summit is going to be an event to remember!

If you would like an invitation\, please reach out to ma*******@******************ns.com

Ultimus is pr oud to attend The Boston Conversation on Board Diversity In-Person Strateg ic Networking Event hosted by 50/50 Women on Boards. Ultimus associate Kar en Jacoppo-Wood will be in attendance.

Ultimus assoc iates Mick Grunewald and Joe Bree are looking forward to attending the ICI Closed End Fund Conference in New York City on November 12th. Make sure t o connect with us to learn more about Ultimus’ client centered solutions.

The ETP Fall Forum\, presented by the Expert Series\, is back! During a full day of inf ormative panels\, great speakers\, and valuable networking\, make sure to connect with the Ultimus associates in attendance. Mike Prendergast will b e speaking on the Navigating the ETF Legal & Compliance Landscape panel session.

The rapid expansion of ETFs is driving an evolving legal\, compliance\, and regulatory landsca pe. With the Names Rule set to take effect in December 2025\, additional d evelopments—ranging from ETFs as a share class to AI\, ESG\, Private Asset s and crypto—could spark a wave of new regulations. Join our panel of Lega l and Compliance experts as they explore the impact of these changes and d iscuss the steps needed to navigate this shifting terrain successfully.

Ultimus is ex cited to attend the IPA Connect Registered Funds conference in Orlando\, F L. We look forward to joining influential leaders and key stakeholders to explore the latest innovations in investment strategies\, and host dynamic discussions on the newest publicly registered offerings.

Ultimus is th rilled to announce our participation in the upcoming iConnections Conferen ce\, taking place on January 27-30 in Miami Beach\, FL. This event offers unparalleled networking opportunities for fund managers and industry profe ssionals. We invite you to visit us at Booth 2111 where Andrew Jones\, Mau reen Fitzpatrick\, Stephen Auresto and Charles Kennedy will be in attendan ce to discuss how Ultimus can support your strategic goals and operational needs. We look forward to connecting with you!

Ultimus is a proud sponsor of Investment Company Institute’s ICI Innovate conference in Huntington Beach\, California in February. This premier conference highli ghts the intersection of technology and the asset management industry.

Ultimus is lo oking forward to the 22nd Annual Private Funds CFO New York Forum on Febru ary 4-5\, 2025\, in New York City. This event is the gathering point for i ndustry professionals in private market’s finance and operations and offer s unmatched opportunities for insightful learning\, idea generation\, and peer benchmarking. Make sure to stop by Booth #28 to connect with Ultimus associates Andrew Jones\, Jessica Robertson\, and Stephen Auresto on how U ltimus can help optimize your finance and operational workflows.

Ultimus is lo oking forward to IPA Connect Private Markets in Newport Beach\, CA this Fe bruary. Ultimus associate Mick Grunewald will be in attendance so make sur e to connect with him during this fantastic industry conference!

Ulimus’ Kerr ic Kynard is excited to attend Redeeming Money hosted by Kingdom Advisors. Redeeming Money is an investment in yourself\, your fam ily\, your firm\, and your clients. For more information and to register f or this event\, please visit https://kingdomadvisors.com/events/conference

Ultimus is lo oking forward to attending the NICSA Strategic Leadership Forum in Ft Laud erdale\, FL in March 2025. Make sure to connect with Ultimus associate Cha nte Schultz who will be in attendance. For more information regarding this event\, please visit https://learn.nicsa.org/2025-slf

Ultimus looks forward to attending MFDF’s 2025 Fund Governance & Regulatory Insights Co nference in Washington D.C. in March 2025. Ultimus associate\, Martin Dean will be speaking on the ETF Panel during the event alongside other indust ry experts. make sure to connect with Martin or Todd Heim who will also be in attendance. For more information regarding this event\, please visit h ttps://www.mfdf.org/events-webinars/event/2025/03/06/default-calendar/2025 -FGRI-conference

Ultimus Fund Solutions is a proud sponsor of Invest Ops on March 10-12\, 2025. Ultimus associates are excited to network with other industry professionals and sh are more about Ultimus’ tech-driven middle office solutions that optimize operational efficiency while improving data aggregation and management. St op by our booth to learn more about how Ultimus can assist with your middl e office needs.

Ultimus is a proud sponsor of the Investment Company Institute’s Investment Management Conference in San Diego\, CA March 16-19\, 2025! We’re looking forward to joining industry colleagues and professionals to hear the latest informati on on regulatory and fund governance topics. For more information please v isit https://www.ici.org/events/25-imc

Ultimus is lo oking forward to attending FutureProof CITYWIDE 2025 in Miami\, FL on Marc h 16-19\, 2025. Make sure to connect with Ultimus associate Mick Grunwald who will be in attendance. For more information regarding this event\, ple ase visit https://futureproofhq.com/citywide/

Ultimus is pr oud to sponsor the lanyards at the 2025 Alts LA Conference in Los Angeles\ , CA on March 17-19\, 2025. Make sure to stop by our booth to connect with Ultimus associates Chante Schultz\, Maureen Fitzpatrick and Stephen Aures to who will be in attendance to discuss Ultimus’ private fund solutions. F or more information regarding this event\, please visit https://altsla.com /

Ultimus is lo oking forward to attending ETF Exchange on March 23-26 in Las Vegas\, NV. Make sure to stop by our booth to connect with the Ultimus associates in a ttendance! For more information about Exchange please visit https://www.ex changeetf.com/

Ultimus will also be hosting a Top Golf event for c lients\, prospects and business partners. For an invite\, please reach out to your Ultimus contact.

Ultimus is lo oking forward to attending iCapital Connect 2025 on March 24-26 in Phoenix \, AZ. Make sure to stop by our booth to connect with the Ultimus associat es in attendance! For more information about iCapital please visit https:/ /icapital.com/events/

Ultimus is lo oking forward to attending the ADISA 2024 Spring Conference in Los Angeles \, CA on March 31-April 2\, 2025. Make sure to connect with an Ultimus pro fessional while there! For more information on this educational event\, pl ease visit: https://www.adisa.org/home

Ultimus is a proud sponsor of the 2025 GAIM Ops Cayman Conference in the Cayman Islands on April 6-9\, 2025. Make sure to stop by our booth to connect with Ultim us associates in attendance to discuss Ultimus’ private fund solutions. Fo r more information regarding this event\, please visit https://informaconn ect.com/gaim-ops-cayman/

Ultimus will be in attendance at the ICI Leadership Summit in Washington\, DC on April 30-May 2\, 2025. We look forward to a few days of education and networking time. For more information on this great event\, please visit https://www .ici.org/upcoming-events

Ultimus is a proud sponsor of the IPA Summit in Washington\, DC on April 30-May 2\, 202 5. We look forward to a few days of education and networking time. For mor e information on this great event\, please visit https://www.ipa.com/event s/summit/2025

Ultimus is a proud sponsor of the CAIS Live events. Maureen Fitzpatrick and Andrew Jone s look forward to connecting with you in Tampa\, FL on May 8-9\, 2025.

Kerric Kynard is thrilled to represent Ultimus at the FINRA Annual Conference on May 13-15 in Washington\, DC! This prem ier event is the perfect forum for financial professionals to enhance comp liance strategies\, gain practical insights on regulatory trends\, and con nect with industry leaders. If you’re attending\, make sure to connect wit h Kerric—we’d love to discuss how Ultimus can help your firm adapt to regu latory changes and refine your practices.

Ultimus’ asso ciate\, Lance Christofferson\, is looking forward to attending the Money M anagement Institute Alternative Investments Forum on May 13 in New York Ci ty\, NY. Make sure to check out the panel Lance is speaking on!

Ultimus’ Maureen Fitzpatrick will be attending the PEI Women in Private Markets Summit in New York City on May 13-14! Th is powerful event brings together over 500 fund managers\, investors\, and thought leaders for two impactful days of collaboration\, networking\, an d insight-sharing across Private Equity\, Infrastructure\, Real Estate\, a nd Private Debt. Maureen is looking forward to the chance to break barrier s\, build valuable connections\, and gain exclusive strategies from global ly recognized industry experts. Ultimus is proud to be part of this incred ible community driving meaningful change in private markets.

Recogni zed as the Midwest’s premier event for cutting-edge investment thinking\, the SecureFutures Investment Conference is modeled after Wall Street Week and the Ira Sohn Investment Research Conference in New York. The afternoon includes presentations from an impressive line-up of leading investment m anagers who volunteer their time to support the cause. All speakers presen t their most compelling investment ideas and perspectives.

\n< /BODY> END:VEVENT BEGIN:VEVENT UID:ai1ec-381831@www.ultimusfundsolutions.com DTSTAMP:20260418T013955Z CATEGORIES;LANGUAGE=en-US:Public Events CONTACT: DESCRIPTION:Ultimus is looking forward to attending the Spring ETP Forum on June 3 in New York City. Mike Prendergast will be moderating the “ETF Sha re Class: The Future of Fund Structuring?” panel which is a can’t miss eve nt! See you there! DTSTART;VALUE=DATE:20250603 DTEND;VALUE=DATE:20250604 SEQUENCE:0 SUMMARY:Spring ETP Forum 2025 URL:https://www.ultimusfundsolutions.com/blog/event/spring-etp-forum-2025/ X-COST-TYPE:free X-ALT-DESC;FMTTYPE=text/html:\\n\\n\\n\\n\\n

Ultimus is lo oking forward to attending the Spring ETP Forum on June 3 in New York City . Mike Prendergast will be moderating the “ETF Share Class: The Future of Fund Structuring?” panel which is a can’t miss event! See you there!

\n END:VEVENT BEGIN:VEVENT UID:ai1ec-381877@www.ultimusfundsolutions.com DTSTAMP:20260418T013955Z CATEGORIES;LANGUAGE=en-US:Public Events CONTACT: DESCRIPTION:Ultimus is excited to sponsor the upcoming ALTS NY conference o n June 10 in New York City\, NY. Ultimus associates Chante Schultz and Ste phen Auresto will be in attendance. Make sure to connect with Chante and S tephen to find out why so many fund families have chosen to transition to Ultimus as their trusted service provider. DTSTART;VALUE=DATE:20250610 DTEND;VALUE=DATE:20250611 SEQUENCE:0 SUMMARY:ALTS NY 2025 URL:https://www.ultimusfundsolutions.com/blog/event/alts-ny-2025/ X-COST-TYPE:free X-ALT-DESC;FMTTYPE=text/html:\\n\\n\\n\\n\\n

Ultimus is ex cited to sponsor the upcoming ALTS NY conference on June 10 in New York Ci ty\, NY. Ultimus associates Chante Schultz and Stephen Auresto will be in attendance. Make sure to connect with Chante and Stephen to find out why s o many fund famil ies have chosen to transition to Ultimus as their trusted service p rovider.

\n END:VEVENT BEGIN:VEVENT UID:ai1ec-381876@www.ultimusfundsolutions.com DTSTAMP:20260418T013955Z CATEGORIES;LANGUAGE=en-US:Public Events CONTACT: DESCRIPTION:Members of the Ultimus business development team will be in the area and would be delighted to share why so many fund families have chose n to transition to Ultimus as their trusted service provider. DTSTART;VALUE=DATE:20250610 DTEND;VALUE=DATE:20250613 SEQUENCE:0 SUMMARY:Inside ETFs 2025 URL:https://www.ultimusfundsolutions.com/blog/event/inside-etfs-2025/ X-COST-TYPE:free X-ALT-DESC;FMTTYPE=text/html:\\n\\n\\n\\n\\n

Members of th e Ultimus business development team will be in the area and would be delig hted to share why so many fund families have chosen to transition to Ultimus as thei r trusted service provider.

\n END:VEVENT BEGIN:VEVENT UID:ai1ec-381878@www.ultimusfundsolutions.com DTSTAMP:20260418T013955Z CATEGORIES;LANGUAGE=en-US:Public Events CONTACT: DESCRIPTION:Ultimus is looking forward to supporting the Expect Miracles Fo undation during their annual East Coast Classic this June taking place in Plymouth\, MA. Check the Expect Miracles Foundation website for more infor mation about this great event. https://expectmiraclesfoundation.org/ DTSTART;VALUE=DATE:20250612 DTEND;VALUE=DATE:20250613 SEQUENCE:0 SUMMARY:Expect Miracles Foundation East Coast Golf Classic 2025 URL:https://www.ultimusfundsolutions.com/blog/event/expect-miracles-foundat ion-east-coast-golf-classic-2025/ X-COST-TYPE:free X-ALT-DESC;FMTTYPE=text/html:\\n\\n\\n\\n\\n

\n END:VEVENT BEGIN:VEVENT UID:ai1ec-381879@www.ultimusfundsolutions.com DTSTAMP:20260418T013955Z CATEGORIES;LANGUAGE=en-US:Public Events CONTACT: DESCRIPTION:Ultimus’ Stephen Auresto is looking forward to attending the AC G Connecticut Annual Golf and Tennis Outing on June 16 in Stamford\, CT. S ee you there! DTSTART;VALUE=DATE:20250616 DTEND;VALUE=DATE:20250617 SEQUENCE:0 SUMMARY:ACG Connecticut Annual Golf and Tennis Outing URL:https://www.ultimusfundsolutions.com/blog/event/acg-connecticut-annual- golf-and-tennis-outing/ X-COST-TYPE:free X-ALT-DESC;FMTTYPE=text/html:\\n\\n\\n\\n\\n

Ultimus’ Step hen Auresto is looking forward to attending the ACG Connecticut Annual Gol f and Tennis Outing on June 16 in Stamford\, CT. See you there!

\n END:VEVENT BEGIN:VEVENT UID:ai1ec-381883@www.ultimusfundsolutions.com DTSTAMP:20260418T013955Z CATEGORIES;LANGUAGE=en-US:Public Events CONTACT: DESCRIPTION:Ultimus is excited to sponsor the upcoming ALTS Chicago confere nce on July 14-15 in Chicago\, IL. Ultimus associates Andrew Jones and Cha nte Schultz will be in attendance. Make sure to connect with Andy and Chan te to find out why so many fund families have chosen to transition to Ulti mus as their trusted service provider. DTSTART;VALUE=DATE:20250714 DTEND;VALUE=DATE:20250716 SEQUENCE:0 SUMMARY:ALTS Chicago URL:https://www.ultimusfundsolutions.com/blog/event/alts-chicago/ X-COST-TYPE:free X-ALT-DESC;FMTTYPE=text/html:\\n\\n\\n\\n\\n

Ultimus is ex cited to sponsor the upcoming ALTS Chicago conference on July 14-15 in Chi cago\, IL. Ultimus associates Andrew Jones and Chante Schultz will be in a ttendance. Make sure to connect with Andy and Chante to find out why so ma ny fund families< /span> have chosen to transition to Ultimus as their trusted service provi der.

\n END:VEVENT BEGIN:VEVENT UID:ai1ec-381901@www.ultimusfundsolutions.com DTSTAMP:20260418T013955Z CATEGORIES;LANGUAGE=en-US:Public Events CONTACT: DESCRIPTION:Ultimus associates Andrew Jones and Chante Schultz look forward to attending the ALTS Chicago conference on July 14-15 in Chicago\, IL. F or more information on this educational conference\, please visit the Mark ets Group website linked here. DTSTART;VALUE=DATE:20250714 DTEND;VALUE=DATE:20250716 SEQUENCE:0 SUMMARY:ALTS Chicago 2025 URL:https://www.ultimusfundsolutions.com/blog/event/alts-chicago-2025/ X-COST-TYPE:free X-ALT-DESC;FMTTYPE=text/html:\\n\\n\\n\\n\\n

Ultimus assoc iates Andrew Jones and Chante Schultz look forward to attending the ALTS C hicago conference on July 14-15 in Chicago\, IL. For more information on t his educational conference\, please visit the Markets Group website linked here.

\n END:VEVENT BEGIN:VEVENT UID:ai1ec-381902@www.ultimusfundsolutions.com DTSTAMP:20260418T013955Z CATEGORIES;LANGUAGE=en-US:Public Events CONTACT: DESCRIPTION:Ultimus’ associates Maureen Fitzpatrick and Chante Schultz are excited to attend the Vino at the Casino event on July 17 in Tampa\, Flori da. For more information on this great event\, please visit the page link ed here. DTSTART;VALUE=DATE:20250717 DTEND;VALUE=DATE:20250718 SEQUENCE:0 SUMMARY:ACG Florida – Vino at the Casino 2025 URL:https://www.ultimusfundsolutions.com/blog/event/acg-florida-vino-at-the -casino-2025/ X-COST-TYPE:free X-ALT-DESC;FMTTYPE=text/html:\\n\\n\\n\\n\\n

Ultimus’ asso ciates Maureen Fitzpatrick and Chante Schultz are excited to attend the Vi no at the Casino event on July 17 in Tampa\, Florida. For more informatio n on this great event\, please visit the page linked here.

\n END:VEVENT BEGIN:VEVENT UID:ai1ec-381905@www.ultimusfundsolutions.com DTSTAMP:20260418T013955Z CATEGORIES;LANGUAGE=en-US:Public Events CONTACT: DESCRIPTION:Ultimus is excited to sponsor CAIS Live in Vail\, CO. Our very own associate\, Stephen Auresto will be in attendance. For more informat ion on this educational conference\, please click the link attached here. DTSTART;VALUE=DATE:20250722 DTEND;VALUE=DATE:20250724 SEQUENCE:0 SUMMARY:CAIS Live 2025 URL:https://www.ultimusfundsolutions.com/blog/event/cais-live-2025/ X-COST-TYPE:free X-ALT-DESC;FMTTYPE=text/html:\\n\\n\\n\\n\\n

Ultimus is ex cited to sponsor CAIS Live in Vail\, CO. Our very own associate\, Stephen Auresto will be in attendance. For more information on this educational conference\, please click the link attached here.

\n END:VEVENT BEGIN:VEVENT UID:ai1ec-381911@www.ultimusfundsolutions.com DTSTAMP:20260418T013955Z CATEGORIES;LANGUAGE=en-US:Public Events CONTACT: DESCRIPTION:We are excited to attend and sponsor the ACG Chicago Gold Outin g in Chicago\, IL. Some of our associates\, Andrew Jones and Stephen Aures to\, will be in attendance. Linked is the website to find information abou t the event\, please click here. And don’t forget to grab a giveaway bag p rovided from Ultimus. DTSTART;VALUE=DATE:20250725 DTEND;VALUE=DATE:20250726 SEQUENCE:0 SUMMARY:ACG Golf Outing 2025 URL:https://www.ultimusfundsolutions.com/blog/event/acg-golf-outing-2025/ X-COST-TYPE:free X-ALT-DESC;FMTTYPE=text/html:\\n\\n\\n\\n\\n

We are excite d to attend and sponsor the ACG Chicago Gold Outing in Chicago\, IL. Some of our associates\, Andrew Jones and Stephen Auresto\, will be in attendan ce. Linked is the website to find information about the event\, please cli ck here. And don’t forget to g rab a giveaway bag provided from Ultimus.

\n END:VEVENT BEGIN:VEVENT UID:ai1ec-381913@www.ultimusfundsolutions.com DTSTAMP:20260418T013955Z CATEGORIES;LANGUAGE=en-US:Public Events CONTACT: DESCRIPTION:Our team is excited to be able to attend the Private Equity Chi cago Forum in Chicago\, IL. Two of our associates\, Stephen Auresto and A ndrew Jones will be in attendance for this event. We are excited to learn more about the latest trends in middle market investing\, for more inform ation visit their site here. DTSTART;VALUE=DATE:20250805 DTEND;VALUE=DATE:20250807 SEQUENCE:0 SUMMARY:Markets Groups Private Equity Chicago Forum 2025 URL:https://www.ultimusfundsolutions.com/blog/event/markets-groups-private- equity-chicago-forum-2025/ X-COST-TYPE:free X-ALT-DESC;FMTTYPE=text/html:\\n\\n\\n\\n\\n

Our team is e xcited to be able to attend the Private Equity Chicago Forum in Chicago\, IL. Two of our associates\, Stephen Auresto and Andrew Jones will be in a ttendance for this event. We are excited to learn more about the latest t rends in middle market investing\, for more information visit their site < a href='https://www.marketsgroup.org/forums/private-equity-chicago-forum'> here.

\n END:VEVENT BEGIN:VEVENT UID:ai1ec-382001@www.ultimusfundsolutions.com DTSTAMP:20260418T013955Z CATEGORIES;LANGUAGE=en-US:Public Events CONTACT: DESCRIPTION:Take me out to the ballgame! We are thrilled to join the Greate r Cincinnati Mutual Fund Association for its annual Day at the Reds event. With summer in full swing\, we’re eager to connect with members of the GC MFA and catch a Cincinnati Reds game at the same time. We’ll be mixing\, m ingling\, and cheering as the Reds take on the Philadelphia Phillies tomor row.\n\n\n\n\n\n DTSTART;VALUE=DATE:20250812 DTEND;VALUE=DATE:20250813 SEQUENCE:0 SUMMARY:GCMFA Day at the Reds 2025 URL:https://www.ultimusfundsolutions.com/blog/event/day-at-the-reds-2025/ X-COST-TYPE:free X-ALT-DESC;FMTTYPE=text/html:\\n\\n\\n\\n\\n

Take me out to the ballgame! We are thrilled to join the Greater Cincinnati Mutual Fund Association for its annual Day at the Reds event. With summer in ful l swing\, we’re eager to connect with members of the GCMFA and catch a Cin cinnati Reds game at the same time. We’ll be mixing\, mingling\, and cheer ing as the Reds take on the Philadelphia Phillies tomorrow.

\n< /div>\n

\n END:VEVENT BEGIN:VEVENT UID:ai1ec-382002@www.ultimusfundsolutions.com DTSTAMP:20260418T013955Z CATEGORIES;LANGUAGE=en-US:Public Events CONTACT: DESCRIPTION:Ultimus associates\, Mick Grunewald and Kerric Kynard are excit ed to attend the Future Proof festival in Huntington Beach\, CA this Septe mber. We’re ready for a four-day event of networking and connecting with o ther industry peers. For more details on this event\, click here. DTSTART;VALUE=DATE:20250907 DTEND;VALUE=DATE:20250911 SEQUENCE:0 SUMMARY:Future Proof Festival 2025 URL:https://www.ultimusfundsolutions.com/blog/event/future-proof-festival-2 025/ X-COST-TYPE:free X-ALT-DESC;FMTTYPE=text/html:\\n\\n\\n\\n\\n

Ultimus assoc iates\, Mick Grunewald and Kerric Kynard are excited to attend the Future Proof festival in Huntington Beach\, CA this September. We’re ready for a four-day event of networking and connecting with other industry peers. For more details on this event\, click here.

\n END:VEVENT BEGIN:VEVENT UID:ai1ec-382003@www.ultimusfundsolutions.com DTSTAMP:20260418T013955Z CATEGORIES;LANGUAGE=en-US:Public Events CONTACT: DESCRIPTION:Exciting news! Ultimus is a proud sponsor of the @Investment Co mpany Institute’s brand-new ETF Conference from September 8 – 10 in Nashvi lle\, Tennessee! Our Managing Director\, Nick Darsch\, and SVP\, Senior ET F Product Specialist\, Mike Prendergast\, will be in attendance alongside other Ultimus associates. Be sure to stop by Ultimus’ Custom Cowboy Hat Ex perience and say hello! From 8am-5pm on September 9\, design your very own one-of-a-kind cowboy hat to add a personal touch to your conference exper ience. It’s the perfect keepsake to take home! We can’t wait to join conve rsations with industry experts on the fast-growing ETF industry and share why so many fund families have chosen to transition to Ultimus as their tr usted ETF service provider. Learn more about the conference and register t oday: https://bit.ly/4kJo8nN DTSTART;VALUE=DATE:20250908 DTEND;VALUE=DATE:20250911 SEQUENCE:0 SUMMARY:ICI ETF Conference 2025 URL:https://www.ultimusfundsolutions.com/blog/event/etf-conference-2025/ X-COST-TYPE:free X-ALT-DESC;FMTTYPE=text/html:\\n\\n\\n\\n\\n

Exciting news! Ultimus is a proud sponsor of t he @Investment Company Institute’s brand-new ETF Conference from September 8 – 10 in Nashville\, Tennessee! Our Managing Director\, Nick Darsch\, an d SVP\, Senior ETF Product Specialist\, Mike Prendergast\, will be in atte ndance alongside other Ultimus associates. Be sure to stop by Ultimus’ Cus tom Cowboy Hat Experience and say hello! From 8am-5pm on September 9\, des ign your very own one-of-a-kind cowboy hat to add a personal touch to your conference experience. It’s the perfect keepsake to take home! We can’t wait to join conversations with industry experts on the fast-growing ETF industry and share why so many fund families have chosen to transitio n to Ultimus as their trusted ETF service provider. Learn more about the c onference and register today: https://bit.ly/4kJo8nN

\n END:VEVENT BEGIN:VEVENT UID:ai1ec-382006@www.ultimusfundsolutions.com DTSTAMP:20260418T013955Z CATEGORIES;LANGUAGE=en-US:Public Events CONTACT: DESCRIPTION:Maureen Fitzpatrick is looking forward to attending the Super R eturn US West Conference in Los Angeles\, CA. This event is a great chance for Ultimus to meet with private market leaders and explore the future of the private markets industry. For more details\, please visit the Super R eturn website HERE. DTSTART;VALUE=DATE:20250915 DTEND;VALUE=DATE:20250918 SEQUENCE:0 SUMMARY:Super Return US West 2025 URL:https://www.ultimusfundsolutions.com/blog/event/us-west-2025/ X-COST-TYPE:free X-ALT-DESC;FMTTYPE=text/html:\\n\\n\\n\\n\\n

Maureen Fitzp atrick is looking forward to attending the Super Return US West Conference in Los Angeles\, CA. This event is a great chance for Ultimus to meet wit h private market leaders and explore the future of the private markets ind ustry. For more details\, please visit the Super Return website HERE.

\n END:VEVENT BEGIN:VEVENT UID:ai1ec-382007@www.ultimusfundsolutions.com DTSTAMP:20260418T013955Z CATEGORIES;LANGUAGE=en-US:Public Events CONTACT: DESCRIPTION:Ultimus is looking forward to attending IPA Vision in Boston\, MA this September. Don’t miss Lance Christofferson’s panel Where the Frict ion Lives—Clearing the Operational Fog and make sure to stop by the Ultimu s booth to learn more about our award-winning\, tech-driven and client-cen tric servicing. For more information and to register for IPA Vision\, plea se visit here. DTSTART;VALUE=DATE:20250917 DTEND;VALUE=DATE:20250920 SEQUENCE:0 SUMMARY:IPA Vision 2025 URL:https://www.ultimusfundsolutions.com/blog/event/ipa-vision-2025/ X-COST-TYPE:free X-ALT-DESC;FMTTYPE=text/html:\\n\\n\\n\\n\\n

Ultimus is lo oking forward to attending IPA Vision in Boston\, MA this September. Don’t miss Lance Christofferson’s panel Where the Friction Lives—Clearing t he Operational Fog and make sure to stop by the Ultimus booth to lear n more about our award-winning\, tech-driven and client-centric servicing. For more information and to register for IPA Vision\, please visit here.

\n END:VEVENT BEGIN:VEVENT UID:ai1ec-382009@www.ultimusfundsolutions.com DTSTAMP:20260418T013955Z CATEGORIES;LANGUAGE=en-US:Public Events CONTACT: DESCRIPTION:Join us for a Chicago Alts networking event\, co-sponsored by U ltimus\, Cohen & Co\, Wipfli\, CIBC and Faegre Drinker\, where financial p rofessionals and industry leaders will gather to build connections and exp lore opportunities. This event offers a perfect setting to discuss emergin g trends and build potential partnerships with key players in the alternat ives space while enjoying delicious food\, refreshing drinks and a welcomi ng atmosphere in the vibrant city of Chicago. To register for this event\, please contact ma*******@******************ns.com DTSTART;VALUE=DATE:20250925 DTEND;VALUE=DATE:20250926 SEQUENCE:0 SUMMARY:Chicago Alts Networking Event 2025 URL:https://www.ultimusfundsolutions.com/blog/event/chicago-alts-networking -event-2025/ X-COST-TYPE:free X-ALT-DESC;FMTTYPE=text/html:\\n\\n\\n\\n\\n

Join us for a Chicago Alts networking event\, co-sponsored by Ultimus\, Cohen & Co\, Wipfli\, CIBC and Faegre Drinker\, where financial professionals and industry leaders will gather to build co nnections and explore opportunities. This event offers a perfect setting t o discuss emerging trends and build potential partnerships with key player s in the alternatives space while enjoying delicious food\, refreshing dri nks and a welcoming atmosphere in the vibrant city of Chicago. To r egister for this event\, please contact ma*******@~~******************ns.com~~

\n END:VEVENT BEGIN:VEVENT UID:ai1ec-382011@www.ultimusfundsolutions.com DTSTAMP:20260418T013955Z CATEGORIES;LANGUAGE=en-US:Public Events CONTACT: DESCRIPTION:Ultimus associates\, Nick Ablahani\, Chante Schultz and Mick Gr unewald will be in attendance at the ADISA Annual Conference & Trade Show in Las Vegas\, NV. Connect with an Ultimus team member to find out how Ult imus supports asset managers in bringing retail alt funds to market with a consultative approach and comprehensive suite of solutions. For more deta ils about this educational conference\, please visit the link. DTSTART;VALUE=DATE:20250929 DTEND;VALUE=DATE:20251002 SEQUENCE:0 SUMMARY:ADISA Annual Conference and Trade Show 2025 URL:https://www.ultimusfundsolutions.com/blog/event/adisa-conference-and-tr ade-show-2025/ X-COST-TYPE:free X-ALT-DESC;FMTTYPE=text/html:\\n\\n\\n\\n\\n
Ultimus assoc iates\, Nick Ablahani\, Chante Schultz and Mick Grunewald will be in atten dance at the ADISA Annual Conference & Trade Show in Las Vegas\, NV. Conne ct with an Ultimus team member to find out how Ultimus supports asset mana gers in bringing retail alt funds to market with a consultative approach a nd comprehensive suite of solutions. For more details about this education al conference\, please visit the link.
\n END:VEVENT BEGIN:VEVENT UID:ai1ec-382010@www.ultimusfundsolutions.com DTSTAMP:20260418T013955Z CATEGORIES;LANGUAGE=en-US:Public Events CONTACT: DESCRIPTION:Ultimus is looking forward to supporting the Expect Miracles Fo undation during their annual Atlantic Coast Classic this September taking place in Bedminster\, NJ. Check out the Expect Miracles Foundation website for more information about this great event. LINK DTSTART;VALUE=DATE:20250929 DTEND;VALUE=DATE:20250930 SEQUENCE:0 SUMMARY:Expect Miracles Foundation: Atlantic Coast Golf Outing 2025 URL:https://www.ultimusfundsolutions.com/blog/event/atlantic-coast-golf-out ing-2025/ X-COST-TYPE:free X-ALT-DESC;FMTTYPE=text/html:\\n\\n\\n\\n\\n
Ultimus is lo oking forward to supporting the Expect Miracles Foundation during their an nual Atlantic Coast Classic this September taking place in Bedminster\, NJ . Check out the Expect Miracles Foundation website for more information ab out this great event. LINK
\n END:VEVENT BEGIN:VEVENT UID:ai1ec-382024@www.ultimusfundsolutions.com DTSTAMP:20260418T013955Z CATEGORIES;LANGUAGE=en-US:Public Events CONTACT: DESCRIPTION:Ultimus is a proud sponsor of the 2025 GAIM Ops West Conference in Dana Point\, CA. Make sure to stop by our booth to connect with Ultimu s associates\, Andrew Jones and Stephen Auresto who will be in attendance to discuss Ultimus’ private fund solutions. For more information regarding this event\, please visit https://informaconnect.com/gaim-ops-west/ DTSTART;VALUE=DATE:20251005 DTEND;VALUE=DATE:20251009 SEQUENCE:0 SUMMARY:GAIM Ops West 2025 URL:https://www.ultimusfundsolutions.com/blog/event/gaim-ops-west-2025/ X-COST-TYPE:free X-ALT-DESC;FMTTYPE=text/html:\\n\\n\\n\\n\\n
Ultimus is a proud sponsor of the 2025 GAIM Ops West Conference in Dana Point\, CA. Mak e sure to stop by our booth to connect with Ultimus associates\, Andrew Jo nes and Stephen Auresto who will be in attendance to discuss Ultimus’ priv ate fund solutions. For more information regarding this event\, please vis it https://informaconnect.com/gaim-ops-west/
\n END:VEVENT BEGIN:VEVENT UID:ai1ec-382012@www.ultimusfundsolutions.com DTSTAMP:20260418T013955Z CATEGORIES;LANGUAGE=en-US:Public Events CONTACT: DESCRIPTION:Kerric Kynard is looking forward to attending ICI’ Tax and Acco unting Conference in Palm Desert\, CA. This event including industry exper ts offers invaluable insights into shifting tax regulations and innovative accounting strategies. Click here to learn more about the event. DTSTART;VALUE=DATE:20251005 DTEND;VALUE=DATE:20251009 SEQUENCE:0 SUMMARY:ICI Tax and Accounting Conference 2025 URL:https://www.ultimusfundsolutions.com/blog/event/tax-and-accounting-conf erence-2025/ X-COST-TYPE:free X-ALT-DESC;FMTTYPE=text/html:\\n\\n\\n\\n\\n
Kerric Kynard is looking forward to attending ICI’ Tax and Accounting Conference in Pal m Desert\, CA. This event including industry experts offers invaluable ins ights into shifting tax regulations and innovative accounting strategies. Click here to learn more a bout the event.
\n END:VEVENT BEGIN:VEVENT UID:ai1ec-382026@www.ultimusfundsolutions.com DTSTAMP:20260418T013955Z CATEGORIES;LANGUAGE=en-US:Public Events CONTACT: DESCRIPTION:Ultimus is proud to sponsor the Eversheds Sutherland BDC Roundt able in Washington\, D.C. this October. Nick Ablahani and Mick Grunewald w ill be in attendance and eager to discuss Ultimus’ BDC offerings. To learn more about the roundtable\, visit the website here. DTSTART;VALUE=DATE:20251007 DTEND;VALUE=DATE:20251009 SEQUENCE:0 SUMMARY:Eversheds Sutherland BDC Roundtable 2025 URL:https://www.ultimusfundsolutions.com/blog/event/bdc-roundtable-2025/ X-COST-TYPE:free X-ALT-DESC;FMTTYPE=text/html:\\n\\n\\n\\n\\n
Ultimus is pr oud to sponsor the Eversheds Sutherland BDC Roundtable in Washington\, D.C . this October. Nick Ablahani and Mick Grunewald will be in attendance and eager to discuss Ultimus’ BDC offerings. To learn more about the roundtab le\, visit the website he re.
\n END:VEVENT BEGIN:VEVENT UID:ai1ec-382027@www.ultimusfundsolutions.com DTSTAMP:20260418T013955Z CATEGORIES;LANGUAGE=en-US:Public Events CONTACT: DESCRIPTION:Ultimus is excited to sponsor the CAIS Alternative Investment S ummit 2025 in Beverly Hils\, CA\, where Ultimus LeverPoint President\, Jim Cass and Managing Director\, Nick Darsch will be in attendance. Make sure to stop by the Ultimus kiosk to connect with an Ultimus team member. For more details\, please visit the website. DTSTART;VALUE=DATE:20251013 DTEND;VALUE=DATE:20251016 SEQUENCE:0 SUMMARY:CAIS Alternative Investment Summit 2025 URL:https://www.ultimusfundsolutions.com/blog/event/alts-investment-summit- 2025/ X-COST-TYPE:free X-ALT-DESC;FMTTYPE=text/html:\\n\\n\\n\\n\\n
Ultimus is ex cited to sponsor the CAIS Alternative Investment Summit 2025 in Beverly Hi ls\, CA\, where Ultimus LeverPoint President\, Jim Cass and Managing Direc tor\, Nick Darsch will be in attendance. Make sure to stop by the Ultimus kiosk to connect with an Ultimus team member. For more details\, please vi sit the website.
\n END:VEVENT BEGIN:VEVENT UID:ai1ec-382029@www.ultimusfundsolutions.com DTSTAMP:20260418T013955Z CATEGORIES;LANGUAGE=en-US:Public Events CONTACT: DESCRIPTION:Are you ready for the FIS Buy Side Innovation Summit 2025? Ulti mus associates will be in attendance so make sure to connect while enjoyin g the education\, networking and activities this conference offers. DTSTART;VALUE=DATE:20251022 DTEND;VALUE=DATE:20251023 SEQUENCE:0 SUMMARY:FIS Buy Side Innovation Summit 2025 URL:https://www.ultimusfundsolutions.com/blog/event/buy-side-innovation-sum mit-2025/ X-COST-TYPE:free X-ALT-DESC;FMTTYPE=text/html:\\n\\n\\n\\n\\n
Are you ready for the FIS Buy Side Innovation Summit 2025? Ultimus associates will be i n attendance so make sure to connect while enjoying the education\, networ king and activities this conference offers.
\n END:VEVENT BEGIN:VEVENT UID:ai1ec-382030@www.ultimusfundsolutions.com DTSTAMP:20260418T013955Z CATEGORIES;LANGUAGE=en-US:Public Events CONTACT: DESCRIPTION:Ultimus is excited to host the 2025 Directors Forum. Please con sider joining your trustee peers for this in-person and virtual event whic h will provide up-to-date information on governing a series trust or stand alone trust of funds. You will also have time to share ideas and network d uring the event. We have invited industry leaders to join us to discuss to pics such as regulatory updates\, compliance\, pricing\, and more. This is an invite only event and registration is required. For more information\, please contact ma*******@******************ns.com DTSTART;VALUE=DATE:20251022 DTEND;VALUE=DATE:20251023 SEQUENCE:0 SUMMARY:Ultimus Directors Forum 2025 URL:https://www.ultimusfundsolutions.com/blog/event/ultimus-directors-forum -2025/ X-COST-TYPE:free X-ALT-DESC;FMTTYPE=text/html:\\n\\n\\n\\n\\n
Ultimus is ex cited to host the 2025 Directors Forum. Please consider joining your trust ee peers for this in-person and virtual event which will provide up-to-dat e information on governing a series trust or standalone trust of funds. Yo u will also have time to share ideas and network during the event. We have invited industry leaders to join us to discuss topics such as regulatory updates\, compliance\, pricing\, and more. This is an invite only event an d registration is required. For more information\, please contact ma*******@****************** ns.com
\n END:VEVENT BEGIN:VEVENT UID:ai1ec-382031@www.ultimusfundsolutions.com DTSTAMP:20260418T013955Z CATEGORIES;LANGUAGE=en-US:Public Events CONTACT: DESCRIPTION:Ultimus is excited to host a networking event at The Arlo NoMad in New York\, bringing together forward-thinking professionals in an offi cial setting. The Arlo offers the perfect venue for conversations and new connections. We look forward to an evening of collaboration\, inspiration\ , and community. DTSTART;VALUE=DATE:20251023 DTEND;VALUE=DATE:20251024 SEQUENCE:0 SUMMARY:New York Impact Event: The Arlo NoMad URL:https://www.ultimusfundsolutions.com/blog/event/the-arlo-2025/ X-COST-TYPE:free X-ALT-DESC;FMTTYPE=text/html:\\n\\n\\n\\n\\n
Ultimus is ex cited to host a networking event at The Arlo NoMad in New York\, bringing together forward-thinking professionals in an official setting. The Arlo o ffers the perfect venue for conversations and new connections. We look for ward to an evening of collaboration\, inspiration\, and community.
\n END:VEVENT BEGIN:VEVENT UID:ai1ec-382034@www.ultimusfundsolutions.com DTSTAMP:20260418T013955Z CATEGORIES;LANGUAGE=en-US:Public Events CONTACT: DESCRIPTION:Ultimus is attending the 2025 ACG Midwest Capital Connection in Chicago\, where Andy Jones and Chante Schultz will be in attendance. This event offers opportunities to connect with private equity professionals\, investment bankers\, and corporate growth experts. Make sure to stop by o ur tabletop to connect with an Ultimus professional. Click here for more o n the event. DTSTART;VALUE=DATE:20251029 DTEND;VALUE=DATE:20251031 SEQUENCE:0 SUMMARY:ACG Capital Connections Midwest 2025 URL:https://www.ultimusfundsolutions.com/blog/event/capital-connections-mid west-2025/ X-COST-TYPE:free X-ALT-DESC;FMTTYPE=text/html:\\n\\n\\n\\n\\n
Ultimus is at tending the 2025 ACG Midwest Capital Connection in Chicago\, where Andy Jo nes and Chante Schultz will be in attendance. This event offers opportunit ies to connect with private equity professionals\, investment bankers\, an d corporate growth experts. Make sure to stop by our tabletop to connect w ith an Ultimus professional. Click here< /a> for more on the event.
\n END:VEVENT BEGIN:VEVENT UID:ai1ec-382035@www.ultimusfundsolutions.com DTSTAMP:20260418T013955Z CATEGORIES;LANGUAGE=en-US:Public Events CONTACT: DESCRIPTION:Ultimus is excited to be attending the 2025 NICSA Asset & Wealt h Management Summit in Boston\, MA\, where industry leaders gather to expl ore the future of financial services. This year’s agenda dives deep into A I\, retirement innovation\, and strategic leadership\, offering invaluable insights for firms navigating a rapidly evolving landscape. Click here t o learn more. DTSTART;VALUE=DATE:20251103 DTEND;VALUE=DATE:20251106 SEQUENCE:0 SUMMARY:NISCA Asset & Wealth Management 2025 URL:https://www.ultimusfundsolutions.com/blog/event/nisca-asset-wealth-mana gement-2025/ X-COST-TYPE:free X-ALT-DESC;FMTTYPE=text/html:\\n\\n\\n\\n\\n
Ultimus is ex cited to be attending the 2025 NICSA Asset & Wealth Management Summit in B oston\, MA\, where industry leaders gather to explore the future of financ ial services. This year’s agenda dives deep into AI\, retirement innovatio n\, and strategic leadership\, offering invaluable insights for firms navi gating a rapidly evolving landscape. Click here to learn more.
\n END:VEVENT BEGIN:VEVENT UID:ai1ec-382036@www.ultimusfundsolutions.com DTSTAMP:20260418T013955Z CATEGORIES;LANGUAGE=en-US:Public Events CONTACT: DESCRIPTION:Ultimus associate\, Maureen Fitzpatrick is attending the ACG Ca pital Connections in Orlando\, FL. This event gathers middle-market profes sionals driving growth and innovation across the M&A landscape. This year’ s conference offers access to private equity firms\, investment banks\, an d corporate development leaders. To learn more\, click this link. DTSTART;VALUE=DATE:20251104 DTEND;VALUE=DATE:20251107 SEQUENCE:0 SUMMARY:ACG Capital Connections 2025 URL:https://www.ultimusfundsolutions.com/blog/event/capital-connections-202 5/ X-COST-TYPE:free X-ALT-DESC;FMTTYPE=text/html:\\n\\n\\n\\n\\n
Ultimus assoc iate\, Maureen Fitzpatrick is attending the ACG Capital Connections in Orl ando\, FL. This event gathers middle-market professionals driving growth a nd innovation across the M&A landscape. This year’s conference offers acce ss to private equity firms\, investment banks\, and corporate development leaders. To learn more\, click this link.
\n END:VEVENT BEGIN:VEVENT UID:ai1ec-382037@www.ultimusfundsolutions.com DTSTAMP:20260418T013955Z CATEGORIES;LANGUAGE=en-US:Public Events CONTACT: DESCRIPTION:Ultimus is proud to sponsor ALTS Texas 2025 in Dallas\, where S teve Auresto and Maureen Fitzpatrick will represent our firm among leading voices in alternative investments. Held at The Statler Dallas\, this educ ation-focused event brings together allocators\, managers\, and advisors t o explore the latest strategies in private markets\, hedge funds\, and rea l assets. To learn more\, click here. DTSTART;VALUE=DATE:20251104 DTEND;VALUE=DATE:20251106 SEQUENCE:0 SUMMARY:ALTS Texas 2025 URL:https://www.ultimusfundsolutions.com/blog/event/alts-texas-2025/ X-COST-TYPE:free X-ALT-DESC;FMTTYPE=text/html:\\n\\n\\n\\n\\n
Ultimus is pr oud to sponsor ALTS Texas 2025 in Dallas\, where Steve Auresto and Maureen Fitzpatrick will represent our firm among leading voices in alternative i nvestments. Held at The Statler Dallas\, this education-focused event brin gs together allocators\, managers\, and advisors to explore the latest str ategies in private markets\, hedge funds\, and real assets. To learn more\ , click here.
\n END:VEVENT BEGIN:VEVENT UID:ai1ec-382038@www.ultimusfundsolutions.com DTSTAMP:20260418T013955Z CATEGORIES;LANGUAGE=en-US:Public Events CONTACT: DESCRIPTION:Ultimus is excited to attend the Global ETF Insights Summit in New York City\, NY\, joining industry leaders for a full day of discussion and discovery. This premier event offers deep insights into ETF innovatio n\, active strategies\, and digital asset trends shaping the future of inv esting. Click here for more. DTSTART;VALUE=DATE:20251105 DTEND;VALUE=DATE:20251106 SEQUENCE:0 SUMMARY:ETFGI Global ETF Insights Summit URL:https://www.ultimusfundsolutions.com/blog/event/global-etf-insights-sum mit/ X-COST-TYPE:free X-ALT-DESC;FMTTYPE=text/html:\\n\\n\\n\\n\\n
Ultimus is ex cited to attend the Global ETF Insights Summit in New York City\, NY\, joi ning industry leaders for a full day of discussion and discovery. This pre mier event offers deep insights into ETF innovation\, active strategies\, and digital asset trends shaping the future of investing. Click here for more.
\n END:VEVENT BEGIN:VEVENT UID:ai1ec-382039@www.ultimusfundsolutions.com DTSTAMP:20260418T013955Z CATEGORIES;LANGUAGE=en-US:Public Events CONTACT: DESCRIPTION:Ultimus is proud to be attending the inaugural IPA Alts Global conference in London\, joining global leaders in alternative investments f or a transformative international event. This summit marks a cross-border collaboration\, with sessions exploring fund structures\, tokenization\, a nd investor access across key markets. Click here to learn more about the conference. DTSTART;VALUE=DATE:20251110 DTEND;VALUE=DATE:20251113 SEQUENCE:0 SUMMARY:IPA Global ALTS 2025 URL:https://www.ultimusfundsolutions.com/blog/event/global-alts-2025/ X-COST-TYPE:free X-ALT-DESC;FMTTYPE=text/html:\\n\\n\\n\\n\\n
Ultimus is pr oud to be attending the inaugural IPA Alts Global conference in London\, j oining global leaders in alternative investments for a transformative inte rnational event. This summit marks a cross-border collaboration\, with ses sions exploring fund structures\, tokenization\, and investor access acros s key markets. Click here to learn more about the conference.
\n END:VEVENT BEGIN:VEVENT UID:ai1ec-382041@www.ultimusfundsolutions.com DTSTAMP:20260418T013955Z CATEGORIES;LANGUAGE=en-US:Public Events CONTACT: DESCRIPTION:Ultimus is honored to attend the 2025 Capital for Kids Main Eve nt Celebration in Irving\, TX. Associates\, Mick Grunewald\, Steve Scaring e\, and Maureen Fitzpatrick are attending the event that supports at-risk youth across North Texas. This event will bring together hundreds of finan ce professionals and raise funds for programs that educate\, protect\, and empower children in need. Click here for more information. DTSTART;VALUE=DATE:20251113 DTEND;VALUE=DATE:20251114 SEQUENCE:0 SUMMARY:Capital for Kids Celebration 2025 URL:https://www.ultimusfundsolutions.com/blog/event/capital-for-kids-celebr ation-2025/ X-COST-TYPE:free X-ALT-DESC;FMTTYPE=text/html:\\n\\n\\n\\n\\n
Ultimus is ho nored to attend the 2025 Capital for Kids Main Event Celebration in Irving \, TX. Associates\, Mick Grunewald\, Steve Scaringe\, and Maureen Fitzpatr ick are attending the event that supports at-risk youth across North Texas . This event will bring together hundreds of finance professionals and rai se funds for programs that educate\, protect\, and empower children in nee d. Click here for more information.
\n END:VEVENT BEGIN:VEVENT UID:ai1ec-382042@www.ultimusfundsolutions.com DTSTAMP:20260418T013955Z CATEGORIES;LANGUAGE=en-US:Public Events CONTACT: DESCRIPTION:Ultimus is proud to sponsor Expect Miracles In Boston. Managing Director\, Nick Darsch\, and SVP\, Business Development\, Steve Scaringe\ , will be alongside other financial services professionals in support of l ife-saving cancer research. For more about this event\, click here. DTSTART;VALUE=DATE:20251113 DTEND;VALUE=DATE:20251114 SEQUENCE:0 SUMMARY:Expect Miracles in Boston 2025 URL:https://www.ultimusfundsolutions.com/blog/event/expect-miracles-2025/ X-COST-TYPE:free X-ALT-DESC;FMTTYPE=text/html:\\n\\n\\n\\n\\n
Ultimus is pr oud to sponsor Expect Miracles In Boston. Managing Director\, Nick Darsch\ , and SVP\, Business Development\, Steve Scaringe\, will be alongside othe r financial services professionals in support of life-saving cancer resear ch. For more about this event\, click here.
\n END:VEVENT BEGIN:VEVENT UID:ai1ec-382052@www.ultimusfundsolutions.com DTSTAMP:20260418T013955Z CATEGORIES;LANGUAGE=en-US:Public Events CONTACT: DESCRIPTION:Ultimus is excited to sponsor the 2025 ETF Global ETP Forum in New York City\, NY hosted by The Expert Series. Alongside other industry l eaders\, attendees will explore the future of exchange-traded products. Th is premier event offers a dynamic platform for insights into ETF innovatio n\, compliance\, and fund structuring. For more about the event\, click he re. DTSTART;VALUE=DATE:20251118 DTEND;VALUE=DATE:20251119 SEQUENCE:0 SUMMARY:Fall ETP Forum 2025 URL:https://www.ultimusfundsolutions.com/blog/event/etp-forum/ X-COST-TYPE:free X-ALT-DESC;FMTTYPE=text/html:\\n\\n\\n\\n\\n
Ultimus is ex cited to sponsor the 2025 ETF Global ETP Forum in New York City\, NY hoste d by The Expert Series. Alongside other industry leaders\, attendees will explore the future of exchange-traded products. This premier event offers a dynamic platform for insights into ETF innovation\, compliance\, and fun d structuring. For more about the event\, click here.
\n END:VEVENT BEGIN:VEVENT UID:ai1ec-382053@www.ultimusfundsolutions.com DTSTAMP:20260418T013955Z CATEGORIES;LANGUAGE=en-US:Public Events CONTACT: DESCRIPTION:Our team is excited to be attending ICI’s Closed-End Funds Conf erence\, in New York City\, NY. As a sponsor\, we look forward to engaging with peers and thought leaders on the evolving role of closed-end funds i n today’s investment landscape. To register and attend this educational ev ent\, click here. DTSTART;VALUE=DATE:20251120 DTEND;VALUE=DATE:20251121 SEQUENCE:0 SUMMARY:ICI Closed End Fund Conference 2025 URL:https://www.ultimusfundsolutions.com/blog/event/closed-end-fund-confere nce-2025/ X-COST-TYPE:free X-ALT-DESC;FMTTYPE=text/html:\\n\\n\\n\\n\\n
Our team is e xcited to be attending ICI’s Closed-End Funds Conference\, in New York Cit y\, NY. As a sponsor\, we look forward to engaging with peers and thought leaders on the evolving role of closed-end funds in today’s investment lan dscape. To register and attend this educational event\, click here.
\n< /BODY> END:VEVENT BEGIN:VEVENT UID:ai1ec-382177@www.ultimusfundsolutions.com DTSTAMP:20260418T013955Z CATEGORIES;LANGUAGE=en-US:Public Events CONTACT: DESCRIPTION:Big ideas\, bold strategies\, and the future of alternative inv estments take center stage at the SAIA Annual Alts Investment Summit\, a p remier event shaping the conversation around institutional portfolios and alternative investments. If you plan to attend to gain valuable insights\, connect with Ultimus’ Will Thoma to explore how our private fund administ ration services can support your firm’s goals. Let’s work together to see how tech innovations can help optimize the management of your alternative funds! DTSTART;VALUE=DATE:20251120 DTEND;VALUE=DATE:20251121 SEQUENCE:0 SUMMARY:SAIA Annual Alts Investment Summit URL:https://www.ultimusfundsolutions.com/blog/event/saia-annual-alts-invest ment-summit/ X-COST-TYPE:free X-ALT-DESC;FMTTYPE=text/html:\\n\\n\\n\\n\\n
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Big ideas\, bold strategies\, and the future of alternative investments take center stage at the SAIA Annual Alts Inve stment Summit\, a premier event shaping the conversation around institutio nal portfolios and alternative investments. If you plan to attend to gain valuable insights\, connect with Ultimus’ Will Thoma to explore how our pr ivate fund administration services can support your firm’s goals. Let’s wo rk together to see how tech innovations can help optimize the management o f your alternative funds!
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\n END:VEVENT BEGIN:VEVENT UID:ai1ec-382232@www.ultimusfundsolutions.com DTSTAMP:20260418T013955Z CATEGORIES;LANGUAGE=en-US:Public Events CONTACT: DESCRIPTION:The Ultimus team is excited to attend ICI Innovate in Houston\, TX\, from February 3-5\, 2026\, to explore the future of investment manag ement. Registration is now open\, so be sure to secure your spot. https:// www.ici.org/events/26-ici-innovate\nWe hope to connect with you there! DTSTART;VALUE=DATE:20260203 DTEND;VALUE=DATE:20260206 SEQUENCE:0 SUMMARY:ICI Innovate 2026 URL:https://www.ultimusfundsolutions.com/blog/event/ici-innovate-2026/ X-COST-TYPE:free X-ALT-DESC;FMTTYPE=text/html:\\n\\n\\n\\n\\n
The Ultimus t eam is excited to attend ICI Innovate in Houston\, TX\, from February 3-5\ , 2026\, to explore the future of investment management. Registration is n ow open\, so be sure to secure your spot. https://www.ici.org/events/26-ic i-innovate
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We hope to connect with you there!
\n END:VEVENT BEGIN:VEVENT UID:ai1ec-382228@www.ultimusfundsolutions.com DTSTAMP:20260418T013955Z CATEGORIES;LANGUAGE=en-US:Public Events CONTACT: DESCRIPTION:Ultimus is proud to sponsor the PEI CFO/COO NY Forum in New Yor k City on February 3-4\, 2026. Make sure to stop by the refreshment statio n to pick up an Ultimus Owala water bottle and chat with our team members in attendance. Don’t miss Chris Cullison’s participation on the Vendor Voi ces: Agility in Action: Evolving with the Private Funds Landscape session. We look forward to connecting with you at the event! DTSTART;VALUE=DATE:20260203 DTEND;VALUE=DATE:20260205 SEQUENCE:0 SUMMARY:PEI CFO New York Forum URL:https://www.ultimusfundsolutions.com/blog/event/pei-cfo-new-york-forum/ X-COST-TYPE:free X-ALT-DESC;FMTTYPE=text/html:\\n\\n\\n\\n\\n
Ultimus is pr oud to sponsor the PEI CFO/COO NY Forum in New York City on February 3-4\, 2026. Make sure to stop by the refreshment station to pick up an Ultimus Owala water bottle and chat with our team members in attendance. Don’t mis s Chris Cullison’s participation on the Vendor Voices: Agility in Acti on: Evolving with the Private Funds Landscape session. We look forwar d to connecting with you at the event!
\n END:VEVENT BEGIN:VEVENT UID:ai1ec-382234@www.ultimusfundsolutions.com DTSTAMP:20260418T013955Z CATEGORIES;LANGUAGE=en-US:Public Events CONTACT: DESCRIPTION:Ultimus is a proud sponsor of IPA Connect (Private Markets) in Newport Beach\, CA\, from February 11-13\, 2026. Be sure to stop by our ta bletop exhibit to connect with our team and learn how we can support your private market and retail alternative needs. We look forward to seeing you there. DTSTART;VALUE=DATE:20260211 DTEND;VALUE=DATE:20260214 SEQUENCE:0 SUMMARY:IPA Connect Private Markets URL:https://www.ultimusfundsolutions.com/blog/event/ipa-connect-private-mar kets/ X-COST-TYPE:free X-ALT-DESC;FMTTYPE=text/html:\\n\\n\\n\\n\\n
Ultimus is a proud sponsor of IPA Connect (Private Markets) in Newport Beach\, CA\, fro m February 11-13\, 2026. Be sure to stop by our tabletop exhibit to connec t with our team and learn how we can support your private market and retai l alternative needs. We look forward to seeing you there.
\n END:VEVENT BEGIN:VEVENT UID:ai1ec-382233@www.ultimusfundsolutions.com DTSTAMP:20260418T013955Z CATEGORIES;LANGUAGE=en-US:Public Events CONTACT: DESCRIPTION:The Ultimus team will be in Orlando\, FL\, from February 11-13\ , 2026\, to attend the Kingdom Advisors Annual Conference. We are excited to engage with fellow financial professionals and gain insights from indus try experts. See you there! DTSTART;VALUE=DATE:20260211 DTEND;VALUE=DATE:20260214 SEQUENCE:0 SUMMARY:Kingdom Advisors Annual Conference URL:https://www.ultimusfundsolutions.com/blog/event/kingdom-advisors-annual -conference-2/ X-COST-TYPE:free X-ALT-DESC;FMTTYPE=text/html:\\n\\n\\n\\n\\n
The Ultimus t eam will be in Orlando\, FL\, from February 11-13\, 2026\, to attend the K ingdom Advisors Annual Conference. We are excited to engage with fellow fi nancial professionals and gain insights from industry experts. See you the re!
\n END:VEVENT BEGIN:VEVENT UID:ai1ec-382235@www.ultimusfundsolutions.com DTSTAMP:20260418T013955Z CATEGORIES;LANGUAGE=en-US:Public Events CONTACT: DESCRIPTION:Ultimus is honored to sponsor the 10th Annual Miracles in Manha ttan event in New York City on February 12\, 2026. Join us in supporting t his wonderful cause and making a difference in the community. We are proud to be part of such a meaningful evening. DTSTART;VALUE=DATE:20260212 DTEND;VALUE=DATE:20260213 SEQUENCE:0 SUMMARY:Expect Miracles Foundation: 10th Annual Miracles in Manhattan URL:https://www.ultimusfundsolutions.com/blog/event/expect-miracles-foundat ion-10th-annual-miracles-in-manhattan/ X-COST-TYPE:free X-ALT-DESC;FMTTYPE=text/html:\\n\\n\\n\\n\\n
Ultimus is ho nored to sponsor the 10th Annual Miracles in Manhattan event in New York C ity on February 12\, 2026. Join us in supporting this wonderful cause and making a difference in the community. We are proud to be part of such a me aningful evening.
\n END:VEVENT BEGIN:VEVENT UID:ai1ec-382237@www.ultimusfundsolutions.com DTSTAMP:20260418T013955Z CATEGORIES;LANGUAGE=en-US:Public Events CONTACT: DESCRIPTION:Ultimus is excited to sponsor the iConnections Global Alts conf erence in Miami\, FL\, from February 23-26\, 2026. Be sure to stop by our exhibit table to connect with an Ultimus team member in attendance. We loo k forward to seeing you in Miami. DTSTART;VALUE=DATE:20260223 DTEND;VALUE=DATE:20260227 SEQUENCE:0 SUMMARY:iConnections Global Alts Miami URL:https://www.ultimusfundsolutions.com/blog/event/iconnections-global-alt s-miami/ X-COST-TYPE:free X-ALT-DESC;FMTTYPE=text/html:\\n\\n\\n\\n\\n
Ultimus is ex cited to sponsor the iConnections Global Alts conference in Miami\, FL\, f rom February 23-26\, 2026. Be sure to stop by our exhibit table to connect with an Ultimus team member in attendance. We look forward to seeing you in Miami.
\n END:VEVENT BEGIN:VEVENT UID:ai1ec-382236@www.ultimusfundsolutions.com DTSTAMP:20260418T013955Z CATEGORIES;LANGUAGE=en-US:Public Events CONTACT: DESCRIPTION:The Ultimus team is heading to Aventura\, FL\, to attend the NI CSA Strategic Leadership Forum from February 23-25\, 2026. We are eager to connect with peers and discuss the future of the investment management in dustry. We look forward to seeing you there! DTSTART;VALUE=DATE:20260223 DTEND;VALUE=DATE:20260226 SEQUENCE:0 SUMMARY:Nicsa Strategic Leadership Forum URL:https://www.ultimusfundsolutions.com/blog/event/nicsa-strategic-leaders hip-forum-2/ X-COST-TYPE:free X-ALT-DESC;FMTTYPE=text/html:\\n\\n\\n\\n\\n
The Ultimus t eam is heading to Aventura\, FL\, to attend the NICSA Strategic Leadership Forum from February 23-25\, 2026. We are eager to connect with peers and discuss the future of the investment management industry. We look forward to seeing you there!
\n END:VEVENT BEGIN:VEVENT UID:ai1ec-382238@www.ultimusfundsolutions.com DTSTAMP:20260418T013955Z CATEGORIES;LANGUAGE=en-US:Public Events CONTACT: DESCRIPTION:Ultimus is excited to be a sponsor at InvestOps in Orlando\, FL \, from March 9-11\, 2026. Ultimus associates are excited to network with other industry professionals and share more about Ultimus’ tech-driven mid dle office solutions that optimize operational efficiency while improving data aggregation and management. Stop by booth #58 to learn more about how Ultimus can assist with your middle office needs. We look forward to seei ng you there! DTSTART;VALUE=DATE:20260309 DTEND;VALUE=DATE:20260312 SEQUENCE:0 SUMMARY:InvestOps 2026 URL:https://www.ultimusfundsolutions.com/blog/event/investops-2026/ X-COST-TYPE:free X-ALT-DESC;FMTTYPE=text/html:\\n\\n\\n\\n\\n
Ultimus is ex cited to be a sponsor at InvestOps in Orlando\, FL\, from March 9-11\, 202 6. Ultimus associates are excited to network with other industry professio nals and share more about Ultimus’ tech-driven middle office solutions tha t optimize operational efficiency while improving data aggregation and man agement. Stop by booth #58 to learn more about how Ultimus can assist with your middle office needs. We look forward to seeing you there!
\n END:VEVENT BEGIN:VEVENT UID:ai1ec-382239@www.ultimusfundsolutions.com DTSTAMP:20260418T013955Z CATEGORIES;LANGUAGE=en-US:Public Events CONTACT: DESCRIPTION:Join the Ultimus team in Las Vegas\, NV\, from March 15-18\, 20 26\, for the ETF Exchange conference. We are excited to connect with indus try peers and explore the latest innovations in the ETF landscape. See you there! DTSTART;VALUE=DATE:20260315 DTEND;VALUE=DATE:20260319 SEQUENCE:0 SUMMARY:ETF Exchange 2026 URL:https://www.ultimusfundsolutions.com/blog/event/etf-exchange-2026/ X-COST-TYPE:free X-ALT-DESC;FMTTYPE=text/html:\\n\\n\\n\\n\\n
Join the Ulti mus team in Las Vegas\, NV\, from March 15-18\, 2026\, for the ETF Exchang e conference. We are excited to connect with industry peers and explore th e latest innovations in the ETF landscape. See you there!
\n END:VEVENT BEGIN:VEVENT UID:ai1ec-382241@www.ultimusfundsolutions.com DTSTAMP:20260418T013955Z CATEGORIES;LANGUAGE=en-US:Public Events CONTACT: DESCRIPTION:Ultimusis excited to sponsor the FutureProof CityWide conferenc e in Miami Beach\, FL\, from March 15-18\, 2026. We look forward to connec ting with others in attendance to discuss Ultimus’ client-centric\, tech-e nabled middle office and fund administration solutions.\n\n\n\n\n\n\n\n DTSTART;VALUE=DATE:20260315 DTEND;VALUE=DATE:20260319 SEQUENCE:0 SUMMARY:FutureProof CityWide 2026 URL:https://www.ultimusfundsolutions.com/blog/event/futureproof-citywide-20 26/ X-COST-TYPE:free X-ALT-DESC;FMTTYPE=text/html:\\n\\n\\n\\n\\n
Ultimusis exc ited to sponsor the FutureProof CityWide conference in Miami Beach\, FL\, from March 15-18\, 2026. We look forward to connecting with others in atte ndance to discuss Ultimus’ client-centric\, tech-enabled middle office and fund administration solutions.
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\n END:VEVENT BEGIN:VEVENT UID:ai1ec-382242@www.ultimusfundsolutions.com DTSTAMP:20260418T013955Z CATEGORIES;LANGUAGE=en-US:Public Events CONTACT: DESCRIPTION:Ultimus is excited to co-sponsor the March Madness Event: Hoops and Happy Hour in Chicago\, IL\, on March 19\, 2026 alongside Cohen & Co\ , Faegre Drinker and PINE. Join us from 4-8 pm for an evening of networkin g and basketball at this special event. We look forward to connecting with you there. DTSTART;VALUE=DATE:20260316 DTEND;VALUE=DATE:20260317 SEQUENCE:0 SUMMARY:Hoops and Happy Hour Networking Event URL:https://www.ultimusfundsolutions.com/blog/event/hoops-and-happy-hour-ne tworking-event/ X-COST-TYPE:free X-ALT-DESC;FMTTYPE=text/html:\\n\\n\\n\\n\\n
Ultimus is ex cited to co-sponsor the March Madness Event: Hoops and Happy Hour in Chica go\, IL\, on March 19\, 2026 alongside Cohen & Co\, Faegre Drinker and PIN E. Join us from 4-8 pm for an evening of networking and basketball at this special event. We look forward to connecting with you there.
\n END:VEVENT BEGIN:VEVENT UID:ai1ec-382240@www.ultimusfundsolutions.com DTSTAMP:20260418T013955Z CATEGORIES;LANGUAGE=en-US:Public Events CONTACT: DESCRIPTION:The Ultimus team will be in Miami\, FL\, to attend SuperReturn North America from March 16-18\, 2026. We are excited to connect with fell ow leaders in private capital and discuss the latest industry insights. We hope to see you there. DTSTART;VALUE=DATE:20260316 DTEND;VALUE=DATE:20260319 SEQUENCE:0 SUMMARY:SuperReturn North America URL:https://www.ultimusfundsolutions.com/blog/event/superreturn-north-ameri ca/ X-COST-TYPE:free X-ALT-DESC;FMTTYPE=text/html:\\n\\n\\n\\n\\n
The Ultimus t eam will be in Miami\, FL\, to attend SuperReturn North America from March 16-18\, 2026. We are excited to connect with fellow leaders in private ca pital and discuss the latest industry insights. We hope to see you there.< /p>\n END:VEVENT BEGIN:VEVENT UID:ai1ec-382243@www.ultimusfundsolutions.com DTSTAMP:20260418T013955Z CATEGORIES;LANGUAGE=en-US:Public Events CONTACT: DESCRIPTION:Ultimus will be in Palm Desert\, CA\, for the ICI Investment Ma nagement Conference from March 22-25\, 2026 and is looking forward to conn ecting with other industry leaders. We will be hosting an evening event on Sunday\, March 22. Please reach out to ma*******@******************ns.com for event details. We hope you can join us. DTSTART;VALUE=DATE:20260322 DTEND;VALUE=DATE:20260326 SEQUENCE:0 SUMMARY:ICI Investment Management Conference URL:https://www.ultimusfundsolutions.com/blog/event/ici-investment-manageme nt-conference/ X-COST-TYPE:free X-ALT-DESC;FMTTYPE=text/html:\\n\\n\\n\\n\\n
Ultimus will be in Palm Desert\, CA\, for the ICI Investment Management Conference from March 22-25\, 2026 and is looking forward to connecting with other indust ry leaders. We will be hosting an evening event on Sunday\, March 22. Plea se reach out to ma*******@* *****************ns.com for event details. We hope you can j oin us.
\n END:VEVENT BEGIN:VEVENT UID:ai1ec-382244@www.ultimusfundsolutions.com DTSTAMP:20260418T013955Z CATEGORIES;LANGUAGE=en-US:Public Events CONTACT: DESCRIPTION:Ultimus is proud to sponsor ALTS LA Los Angeles\, CA\, from Mar ch 23-25\, 2026. Make sure to stop by the Ultimus exhibit to connect with our team members in attendance. We look forward to discussing the latest i n alternative investments with you. DTSTART;VALUE=DATE:20260323 DTEND;VALUE=DATE:20260326 SEQUENCE:0 SUMMARY:ALTS LA 2026 URL:https://www.ultimusfundsolutions.com/blog/event/alts-la-2026/ X-COST-TYPE:free X-ALT-DESC;FMTTYPE=text/html:\\n\\n\\n\\n\\n
Ultimus is pr oud to sponsor ALTS LA Los Angeles\, CA\, from March 23-25\, 2026. Make su re to stop by the Ultimus exhibit to connect with our team members in atte ndance. We look forward to discussing the latest in alternative investment s with you.
\n END:VEVENT BEGIN:VEVENT UID:ai1ec-382245@www.ultimusfundsolutions.com DTSTAMP:20260418T013955Z CATEGORIES;LANGUAGE=en-US:Public Events CONTACT: DESCRIPTION:Ultimus is proud to be a sponsor of iCapital Connect 2026\, tak ing place in Phoenix\, AZ\, from March 23-25\, 2026. Stop by our tabletop display to connect with our team and learn more about our innovative solut ions for the investment community. We look forward to seeing you there. DTSTART;VALUE=DATE:20260323 DTEND;VALUE=DATE:20260326 SEQUENCE:0 SUMMARY:iCapital Connect 2026 URL:https://www.ultimusfundsolutions.com/blog/event/icapital-connect-2026/ X-COST-TYPE:free X-ALT-DESC;FMTTYPE=text/html:\\n\\n\\n\\n\\n
Ultimus is pr oud to be a sponsor of iCapital Connect 2026\, taking place in Phoenix\, A Z\, from March 23-25\, 2026. Stop by our tabletop display to connect with our team and learn more about our innovative solutions for the investment community. We look forward to seeing you there.
\n END:VEVENT BEGIN:VEVENT UID:ai1ec-382246@www.ultimusfundsolutions.com DTSTAMP:20260418T013955Z CATEGORIES;LANGUAGE=en-US:Public Events CONTACT: DESCRIPTION:The Ultimus team will be in Arlington\, TX\, to attend the ADIS A Spring Conference from March 30 to April 1\, 2026. We are excited to con nect with industry leaders and discuss the latest trends in alternative an d direct investments. We hope to see you there. DTSTART;VALUE=DATE:20260330 DTEND;VALUE=DATE:20260402 SEQUENCE:0 SUMMARY:ADISA Spring Conference URL:https://www.ultimusfundsolutions.com/blog/event/adisa-spring-conference / X-COST-TYPE:free X-ALT-DESC;FMTTYPE=text/html:\\n\\n\\n\\n\\n
The Ultimus t eam will be in Arlington\, TX\, to attend the ADISA Spring Conference from March 30 to April 1\, 2026. We are excited to connect with industry leade rs and discuss the latest trends in alternative and direct investments. We hope to see you there.
\n END:VEVENT BEGIN:VEVENT UID:ai1ec-378902@ultimusfundsolutions.com DTSTAMP:20260418T013955Z CATEGORIES;LANGUAGE=en-US:Public Events\,UDA Industry Conferences\,UDA RIA One-On-One Conferences\,UDA Webinars CONTACT: DESCRIPTION:INSITE is the essential event for the financial advice communit y. We bring together clients\, world leaders\, strategic providers and the experts of BNY Mellon’s Pershing for three days of inspiration\, learning and networking.\nLearn more at insite.bnymellon.com. DTSTART;TZID=America/New_York:20230606T080000 DTEND;TZID=America/New_York:20230608T130000 LOCATION:World Center Marriott @ 8701 World Center Drive\, Orlando\, FL 328 21 SEQUENCE:0 SUMMARY:Pershing INSITE 2023 URL:https://www.ultimusfundsolutions.com/blog/event/pershing-insite-2023/ X-COST-TYPE:free X-ALT-DESC;FMTTYPE=text/html:\\n\\n\\n\\n\\n
INSITE is the essential event for the financial advice community. We bring together cli ents\, world leaders\, strategic providers and the experts of BNY Mellon’s Pershing for three days of inspiration\, learning and networking.
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Learn more at insite.bnymellon. com.
\n END:VEVENT BEGIN:VEVENT UID:ai1ec-379988@ultimusfundsolutions.com DTSTAMP:20260418T013955Z CATEGORIES;LANGUAGE=en-US:Public Events CONTACT: DESCRIPTION:Please join us for our annual golf and pickleball outing sponso red by M.S. Howells\, Weaver\, E78 Partners\, Ultimus LeverPoint\, and Riv eles Law Group. This event will have limited capacity. Please reach out to lm*****@**********ns.io for more details. DTSTART;TZID=America/New_York:20230724T103000 DTEND;TZID=America/New_York:20230724T180000 SEQUENCE:0 SUMMARY:iConnections Golf & Pickleball Outing URL:https://www.ultimusfundsolutions.com/blog/event/golfouting-july24-2/ X-COST-TYPE:free X-ALT-DESC;FMTTYPE=text/html:\\n\\n\\n\\n\\n
Please join u s for our annual golf and pickleball outing sponsored by M.S. Howells\, We aver\, E78 Partners\, Ultimus LeverPoint\, and Riveles Law Group. This eve nt will have limited capacity. Please reach out to lm*****@**********ns.io for more details.
\n END:VEVENT BEGIN:VEVENT UID:ai1ec-380953@ultimusfundsolutions.com DTSTAMP:20260418T013955Z CATEGORIES;LANGUAGE=en-US:Public Events CONTACT: DESCRIPTION:Ultimus is proud to co-host the CAIA Private Wealth and Private Assets: Latest Research and 360 Discussion alongside K&L Gates in Boston this January. Ultimus associate Nick Darsch will moderate a panel discussi ng the growing demand for private alternative funds from private wealth cl ients. We look forward to connecting with you there! DTSTART;TZID=America/New_York:20240124T160000 DTEND;TZID=America/New_York:20240124T190000 SEQUENCE:0 SUMMARY:CAIA Private Wealth and Private Assets: Latest Research and 360 Dis cussion URL:https://www.ultimusfundsolutions.com/blog/event/caia-private-wealth-and -private-assets-latest-research-and-360-discussion/ X-COST-TYPE:free X-ALT-DESC;FMTTYPE=text/html:\\n\\n\\n\\n\\n
Ultimus is pr oud to co-host the CAIA Private Wealth and Private Assets: Latest Research and 360 Discussion alongside K&L Gates in Boston this January. Ultimus as sociate Nick Darsch will moderate a panel discussing the growing demand fo r private alternative funds from private wealth clients. We look forward t o connecting with you there!
\n END:VEVENT BEGIN:VEVENT UID:ai1ec-380975@ultimusfundsolutions.com DTSTAMP:20260418T013955Z CATEGORIES;LANGUAGE=en-US:Public Events CONTACT: DESCRIPTION: DTSTART;TZID=America/New_York:20240509T170000 DTEND;TZID=America/New_York:20240509T190000 LOCATION:South Branch Tavern & Grille @ 100 S Wacker Dr\, Chicago\, IL 6060 6 SEQUENCE:0 SUMMARY:ALTS Networking URL:https://www.ultimusfundsolutions.com/blog/event/alts-networking/ X-COST-TYPE:free END:VEVENT BEGIN:VEVENT UID:ai1ec-381293@ultimusfundsolutions.com DTSTAMP:20260418T013955Z CATEGORIES;LANGUAGE=en-US:Public Events CONTACT: DESCRIPTION:Ultimus is proud to sponsor the NICSA Asset and Wealth Manageme nt Summit. If you are in attendance\, make sure to check out the panel “Th e Alts Boom: Navigating the Ecosystem” that Nick Darsch is a part of. DTSTART;TZID=America/New_York:20241029T133700 DTEND;TZID=America/New_York:20241030T143700 SEQUENCE:0 SUMMARY:NICSA Asset & Wealth Management Summit URL:https://www.ultimusfundsolutions.com/blog/event/nicsa-asset-wealth-mana gement-summit/ X-COST-TYPE:free X-ALT-DESC;FMTTYPE=text/html:\\n\\n\\n\\n\\n
Ultimus is pr oud to sponsor the NICSA Asset and Wealth Management Summit. If you are in attendance\, make sure to check out the panel “The Alts Boom: Navigating the Ecosystem” that Nick Darsch is a part of.
\n END:VEVENT BEGIN:VEVENT UID:ai1ec-381356@ultimusfundsolutions.com DTSTAMP:20260418T013955Z CATEGORIES;LANGUAGE=en-US:Public Events CONTACT: DESCRIPTION:Join Ultimus as we help celebrate the 20th Edition of the Expec t Miracles in Boston gala. This unforgettable evening of inspiration and i mpact will take place at the InterContinental Boston hotel. At this specia l event\, we come together for a cause that changes lives and shapes desti nies: the vital pursuit of life-saving cancer research. Ultimus is proud t o be a part of this important cause. DTSTART;TZID=America/New_York:20241114T183000 DTEND;TZID=America/New_York:20241114T220000 SEQUENCE:0 SUMMARY:Expect Miracles in Boston 2024 URL:https://www.ultimusfundsolutions.com/blog/event/expect-miracles-in-bost on-2024/ X-COST-TYPE:free X-ALT-DESC;FMTTYPE=text/html:\\n\\n\\n\\n\\n
Join Ultimus as we help celebrate the 20th Edition of the Expect Miracles in Boston gal a. This unforgettable evening of inspiration and impact will take place at the InterContinental Boston hotel. At this special event\, we come togeth er for a cause that changes lives and shapes destinies: the vital pursuit of life-saving cancer research. Ultimus is proud to be a part of this impo rtant cause.
\n END:VEVENT BEGIN:VEVENT UID:ai1ec-381361@ultimusfundsolutions.com DTSTAMP:20260418T013955Z CATEGORIES;LANGUAGE=en-US:Public Events CONTACT: DESCRIPTION:Ultimus associate Mick Grunewald is looking forward to attendin g the Capital for Kids 20th Anniversary Celebration on November 14\, 2024 in Irving\, TX. For more information\, please visit https://capitalforkids .org/event/20th-anniversary-main-event/ DTSTART;TZID=America/New_York:20241114T190000 DTEND;TZID=America/New_York:20241114T230000 SEQUENCE:0 SUMMARY:Capital for Kids 20th Anniversary Celebration URL:https://www.ultimusfundsolutions.com/blog/event/capital-for-kids-20th-a nniversary-celebration/ X-COST-TYPE:free X-ALT-DESC;FMTTYPE=text/html:\\n\\n\\n\\n\\n
Ultimus assoc iate Mick Grunewald is looking forward to attending the Capital for Kids 2 0th Anniversary Celebration on November 14\, 2024 in Irving\, TX. For more information\, please visit https://capitalforkids.org/event/20th-annivers ary-main-event/
\n END:VEVENT BEGIN:VEVENT UID:ai1ec-381561@www.ultimusfundsolutions.com DTSTAMP:20260418T013955Z CATEGORIES;LANGUAGE=en-US:Public Events CONTACT: DESCRIPTION:Ultimus is a proud sponsor of the Expect Miracles Foundation an d is looking forward to the 10th Anniversary of Expect Miracles in Manhatt an! This milestone celebration at the iconic Ziegfeld Ballroom will be an extraordinary evening of glamour\, giving\, and impact. Together with the financial services community\, we’ll toast to a decade of transformative s upport for the cancer community while raising crucial funds to fuel this l ife-saving mission. DTSTART;TZID=America/New_York:20250227T183000 SEQUENCE:0 SUMMARY:Expect Miracles In Manhattan URL:https://www.ultimusfundsolutions.com/blog/event/expect-miracles-in-manh attan/ X-COST-TYPE:free X-ALT-DESC;FMTTYPE=text/html:\\n\\n\\n\\n\\n
Ultimus is a proud sponsor of the Expect Miracles Foundation and is looking forward to the 10th Anniversary of Expect Miracles in Manhattan! This milestone celeb ration at the iconic Ziegfeld Ballroom will be an extraordinary evening of glamour\, giving\, and impact. Together with the financial services commu nity\, we’ll toast to a decade of transformative support for the cancer co mmunity while raising crucial funds to fuel this life-saving mission.
\n X-INSTANT-EVENT:1 END:VEVENT BEGIN:VEVENT UID:ai1ec-381828@www.ultimusfundsolutions.com DTSTAMP:20260418T013955Z CATEGORIES;LANGUAGE=en-US:Public Events CONTACT: DESCRIPTION:Ultimus associates are looking forward to participating in the Greater Cincinnati Mutual Fund Association’s Annual Meeting on May 14 in C incinnati\, OH. We are a proud supporter of the GCMFA and its goal to help bring success to industry organizations. DTSTART;TZID=America/New_York:20250514T170000 DTEND;TZID=America/New_York:20250514T190000 SEQUENCE:0 SUMMARY:GCMFA Annual Meeting URL:https://www.ultimusfundsolutions.com/blog/event/gcmfa-annual-meeting/ X-COST-TYPE:free X-ALT-DESC;FMTTYPE=text/html:\\n\\n\\n\\n\\n
Ultimus associates are looking forward to part icipating in the Greater Cincinnati Mutual Fund Association’s Annual Meeti ng on May 14 in Cincinnati\, OH. We are a proud supporter of the GCMFA and its goal to help bring success to industry organizations.
\n END:VEVENT BEGIN:VEVENT UID:ai1ec-381830@www.ultimusfundsolutions.com DTSTAMP:20260418T013955Z CATEGORIES;LANGUAGE=en-US:Public Events CONTACT: DESCRIPTION:We are looking forward to a Chicago Alts Networking Event\, co- sponsored by Ultimus\, Cohen & Co\, Wipfli\, CIBC and Faegre Drinker where financial professionals and industry leaders will gather to build connect ions and explore opportunities.\nThis event offers a perfect setting to di scuss emerging trends and build potential partnerships with key players in the alternatives space while enjoying delicious food\, refreshing drinks\ , and a welcoming atmosphere in the vibrant city of Chicago.\nDon’t miss t his opportunity to grow your network and gain valuable insights.\nWe look forward to seeing you there! Please RSVP by reaching out to ma*******@**** **************ns.com for the registration link. DTSTART;TZID=America/New_York:20250515T163000 DTEND;TZID=America/New_York:20250515T183000 SEQUENCE:0 SUMMARY:Chicago Alts Networking Event URL:https://www.ultimusfundsolutions.com/blog/event/chicago-alts-networking -event/ X-COST-TYPE:free X-ALT-DESC;FMTTYPE=text/html:\\n\\n\\n\\n\\n
We are looking forward to a Chicago Alts Netw orking Event\, co-sponsored by Ultimus\, Cohen & Co\, Wipfli\, CIBC and Fa egre Drinker where financial professionals and industry leaders will gathe r to build connections and explore opportunities.
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This event offers a perfect setting to discuss eme rging trends and build potential partnerships with key players in the alte rnatives space while enjoying delicious food\, refreshing drinks\, and a w elcoming atmosphere in the vibrant city of Chicago.
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Don’t miss this opportunity to grow you r network and gain valuable insights.
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We look forward to seeing you there! Please RSVP by r eaching out to ma*******@** ****************ns.com for the registration link.
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