Feb 20 - 22, 2019 | Orlando, FL | Attending
Attendees: Mick Grunewald
Mar 17 - 20, 2019 | San Diego, CA | Attending
Attendees: Bob Dorsey, David James, Linda Hoard, Dave Carson and Mick Grunewald
Apr 29 - 30, 2019 | Washington, D.C. | Sponsoring and Speaking
Attendees: Dave Carson and Jace Schuppan
May 01 - 03, 2019 | Austin, TX | Sponsoring and Exhibiting
Attendees: Kevin Guerette
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.