Frequently Asked Questions

When can I register?

Registration is now open! Click on “Register Here” in the top right hand corner of the toolbar. Hotel information and booking site can be found on the logistics tab.

What time should I arrive?

The first session of the Ultimus Client Summit starts on Monday, April 17 at 1:30 p.m.  The registration desk will open Monday at noon, please stop by to check in and pick up your name badge.

Who should attend?

The Ultimus Client Summit is an invitation only event and is designed for Ultimus Fund Solutions registered fund clients, including investment advisers, fund officers, trustees, and business partners. If you did not receive an invitation and are interested in attending, contact ma*******@******************ns.com.

Is there a cost to attend?

There is no cost to attend for clients and trustees, but attendees must pay their own travel and hotel expenses.

What is the proper attire for the Summit?

Business casual attire is preferred for the Ultimus Client Summit. However, please feel free to dress casually for the evening networking events.

Will transportation be provided for the evening events?

Each evening networking event will be held offsite. Transportation shuttles will be provided to each location.

When does the Summit end?

The Ultimus Client Summit will conclude after the closing session on Wednesday, April 19 at Noon.

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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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