Events

Events 2020-07-14T15:13:11-04:00
Aug
2
Mon
Wisconsin Financial Literacy Foundation Golf Outing @ University Club of Milwaukee Course
Aug 2 all-day

Wisconsin Financial Literacy Foundation will host its 6th Annual Charity Golf Outing.  It promises to be a great afternoon of golf, networking, and camaraderie.  Share the experience with a client…or potential client. Do some business, hit a few balls, and meet fellow like-minded professionals.

Agenda

  • 10:00 am – Registration and Boxed Lunch – Practice Facilities will be open
  • 11:30 am – Shotgun Start, Scramble Format
  • 5:00 pm – Outdoor Reception & Awards

Village of Brown Deer has passed a resolution requiring masks and that our Club is requiring masks be worn by all attendees whenever in indoor spaces.  Outdoors on the golf course it will remain optional.

This event is also an opportunity to raise awareness and support financial literacy.  $20 of each registration fee will be donated to SecureFutures, a local organization empowering teenagers with financial literacy education and real-world lessons. Visit their website for more information. ​

Through the generous donations and sponsorship’s, WFLF was able to raise $24,865 at the 2020 Golf Outing to support SecureFutures a local organization that provides teen financial literacy programming and resources that empower students to make sound financial decisions!

More information can be found here.
Sep
21
Tue
Expect Miracles 4th Annual Atlantic Coast Classic @ Fiddler's Elbow Country Club
Sep 21 all-day

Expect Miracles Foundation is proud to present the 4th Annual Expect Miracles Atlantic Coast Classic. Inviting the New York financial community and beyond to join us at Fiddler’s Elbow Country Club in Bedminster, NJ. Senior financial industry executives will hit the links, to join together and raise funds for cancer research.

Find out more here.

ICI Virtual Tax and Accounting Conference
Sep 21 all-day

The Tax and Accounting Conference will be back virtually this fall. Join us on September 21, 28, and October 5 to learn the latest information on tax and accounting issues affecting investment companies.

Conference registration will open in late July.

Conference highlights
  • Three days of content, with the opportunity for interactive Q&A on most panels
  • CPE credits for attendees who view the panels live
  • Interaction with your peers in real-time group discussions
  • Daily sponsored thought leadership sessions for additional conference content
  • Program and more conference details coming soon!

For additional information visit the website here.

Sep
22
Wed
Morningstar Investment Conference @ Hyatt Regency McCormick Place
Sep 22 – Sep 24 all-day

The 2021 Morningstar Investment Conference will be a hybrid event that reflects our gradual steps into a post-pandemic world. Sessions will be viewable online, and in-person at McCormick Place. Join us in Chicago (from wherever you are) for research, insights, and analysis that can help you find long-term investing solutions for today’s new normal and the challenges of tomorrow.

More information found here.

Reconnect & Re-Engage, Wine with Ultimus @ Kimpton Hotel Eventi
Sep 22 @ 5:00 pm – 7:00 pm

Please save the date, September 22, 2021 to attend our

Reconnect & Re-engage, Wine with Ultimus

event.

 

Ultimus will be hosting an in-person networking event at New York’s Kimpton Hotel Eventi with indoor and outdoor meeting space to gather safely. We hope you are able to join us for cocktails and hors d’oeuvres while meeting our teams from Ultimus Fund Solutions and Ultimus LeverPoint.

Check back later this summer for an RSVP to reserve your spot as space will be limited.

Sep
27
Mon
Inside ETFs @ The Diplomat Beach Resort
Sep 27 – Sep 29 all-day

Join us for Inside ETFs this September.

Conference details include: new session formats and networking experiences, recruited expert ambassadors and co-located with Inside WealthStack to bring you an experience like no other. Join 1,000+ RIAs, institutional investors, family offices, independent broker-dealers, regional advisors, wirehouses, financial planners, asset owners and ETF buyers. Connect with ETF issuers, speakers and solutions providers to grow your business.
For agenda, speakers, networking opportunities and more please check out the Inside ETF’s website here.
IPA Vision and Due Diligence Symposium @ Renaissance Chicago Downtown Hotel
Sep 27 – Sep 29 all-day

Architecture and Evolution of Portfolio Diversifying Investments

Join the IPA and industry leaders to discuss wide-ranging issues on the growth, recovery and the continued access and expansion of the portfolio diversifying industry and its unique investor benefits.
For more information click here.
Sep
28
Tue
ICI Virtual Tax and Accounting Conference
Sep 28 all-day

The Tax and Accounting Conference will be back virtually this fall. Join us on September 21, 28, and October 5 to learn the latest information on tax and accounting issues affecting investment companies.

Conference registration will open in late July.

Conference highlights
  • Three days of content, with the opportunity for interactive Q&A on most panels
  • CPE credits for attendees who view the panels live
  • Interaction with your peers in real-time group discussions
  • Daily sponsored thought leadership sessions for additional conference content
  • Program and more conference details coming soon!

For additional information visit the website here.

Oct
4
Mon
ADISA 2021 Annual Conference & Trade Show @ The Wynn Las Vegas
Oct 4 – Oct 6 all-day

Designed for all industry professionals who sponsor, analyze, market, distribute or recommend alternative investments, ADISA’s Annual Conference & Trade Show will feature key industry experts, educational panels and topical presentations.

Additional information can be found on the event website here.

Oct
5
Tue
ICI Virtual Tax and Accounting Conference
Oct 5 all-day

The Tax and Accounting Conference will be back virtually this fall. Join us on September 21, 28, and October 5 to learn the latest information on tax and accounting issues affecting investment companies.

Conference registration will open in late July.

Conference highlights
  • Three days of content, with the opportunity for interactive Q&A on most panels
  • CPE credits for attendees who view the panels live
  • Interaction with your peers in real-time group discussions
  • Daily sponsored thought leadership sessions for additional conference content
  • Program and more conference details coming soon!

For additional information visit the website here.