Jan 16 - 17, 2019 | New York, NY | Sponsoring
Attendees: Evan Audette, Andrew Jones and Karl Malchow
If you are an Ultimus client and are interested in attending, please contact us for a discount code for registration!
Jan 25 | Cincinnati, OH | Sponsoring
Attendees: Dave Carson
Sep 18 - 20, 2019 | Cincinnati, OH
Network with investment adviser peers, industry experts, new Ultimus clients, industry business partners, and Ultimus professionals in Cincinnati!
During this Summit conference time we'll address a variety of topics of interest to adviser executives, sales and marketing officers, mutual fund trustees, plus compliance and operations staff. Please mark your calendar!
View the 2019 Client Summit Agenda page.