March 19, 2023 – March 22, 2023 all-day
Palm Desert, CA

Ultimus is proud to sponsor the 2023 ICI Investment Management Conference. Pick up an Ultimus notebook and pen to utilize during the conference. Team Ultimus is looking forward to hosting an evening welcome reception at The Edge from 7-10 pm. Watch the NCAA March Madness second round games, show off your hoop skills with our pop-a-shot game, and mingle with our team and other industry professionals. If you are interested in attending this event, please contact marketing@ultimusfundsolutions.com for an invitation.

Many Ultimus team members will be in attendance. Feel free to connect with the following:

  • Gary Harris – EVP, Head of Sales
  • David James – EVP, Chief Legal and Risk Officer
  • Karen Jacoppo-Wood – SVP & Associate General Council
  • Joe Bree – SVP, Business Development
  • Nick Darsch – Managing Director, Business Development
  • Mick Grunewald – SVP, Business Development
  • Don Colombo – SVP, Buesiness Development
  • Martin Dean – SVP, Head of Fund Compliance

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The Ultimus Group, LLC is an Equal Opportunity Employer. All rights reserved.

DISCLOSURE: Information contained on this website is based on public data, historical agreements and dialogue with intermediaries. Such information represents our current understanding of the described platforms and the costs associated with them. In many cases, such costs may be negotiable. All pricing and fee information is subject to change without notice.

Ultimus Fund Solution

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Ultimus Fund Solution