Sep 24 - 27, 2017 | San Antonio, TX | Attending
Attendees: Bob Dorsey, Mick Grunewald
Oct 04 - 06, 2017 | Chicago, IL | Exhibiting
Attendees: Dave Carson, Adam Kornegay
Oct 17 - 18, 2017 | San Francisco, CA | Sponsoring
Attendees: Bob Dorsey
Oct 23 - 24, 2017 | Denver, CO | Attending
Attendees: Mick Grunewald
Nov 09 | Boston, MA | Attending
Attendees: Kevin Guerette
Nov 14 - 17, 2017 | Chicago, IL | Exhibiting
Attendees: Kevin Guerette, Adam Kornegay, Mick Grunewald, Lora Lindquist
Stop by our booth and inquire about our middle office services for private funds and separate accounts.
May 02 - 04, 2018 | Cincinnati, OH
Network with investment advisor 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 advisor executives, sales and marketing officers, mutual fund trustees, plus compliance and operations staff. Please mark your calendar!
View the 2018 Client Summit Agenda page.