The Ultimus Fund Solutions Registered Funds Client Summit is back and better than ever! Help us celebrate the ability to finally connect in person, collaborate with industry peers and partners, and create new opportunities for the future.

Mark your calendars for April 17-19, 2023 to join us for our 8th Client Summit and discover how Ultimus can help you ULTIMIZE. We will notify you when registration is open.

ULTIMIZE [uhl-tuh-myz]: verb –

  1. The act of connecting, collaborating, and creating with one’s business partners and peers in order to attain superior levels of achievement.
  2. Coming together to connect, collaborate and create with the goal of improving firm performance, asset growth and sense of partnership.

The Ultimus Client Summit will focus on product trends, key challenges, and regulatory updates by inviting industry experts to share insights and perspectives plus discuss solutions and best practices. Planned topics include distribution strategies, regulatory and compliance matters, optimizing operations, fund governance, and cybersecurity, just to name a few. There will also be lots of opportunity to network with other fund adviser peers, industry experts and Ultimus professionals.

Mark your calendar to join us next April! Be on the lookout for additional communication in the upcoming months for more details regarding the agenda, keynote speaker, event mobile app and hotel logistics.

Ultimus is excited to connect with you and fellow industry professionals, collaborate with you on future endeavors and create new opportunities for your firm! We can’t wait to ULTIMIZE with YOU!

*Please note, the Ultimus Client Summit is by invitation only, if you did not receive an invitation and are interested in attending, please contact

Tuesday Keynote Speaker
Chuck Mingo

We are thrilled to have keynote speaker, Chuck Mingo, join us on Tuesday where he will discuss how both empathy and authority help leaders chart a path forward in uncertain times.

Wednesday Keynote Speaker
Tim Kight, Focus 3

We are excited to host dynamic speaker, Tim Kight, who will deliver a powerful message on the behavior skills that accelerate execution.

Institutional Strength | Boutique Service

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.

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