Event Calendar

>>>Event Calendar
Event Calendar 2019-07-19T11:03:41-04:00
Aug
18
Sun
LPL FINANCIAL NATIONAL CONFERENCE @ San Diego, CA
Aug 18 @ 8:00 am – Aug 21 @ 5:00 pm
LPL FINANCIAL NATIONAL CONFERENCE @ San Diego, CA

This conference is LPL Financial’s flagship education, growth and networking event for advisers and their staff. This gathering of top financial professionals provides opportunities to learn about the most relevant opportunities and challenges facing our profession today.

Sep
15
Sun
WEALTH INVESTMENT EXCHANGE @ Charleston, SC
Sep 15 @ 8:00 am – Sep 18 @ 5:00 pm
WEALTH INVESTMENT EXCHANGE @ Charleston, SC

Engage with pre-vetted executives from the top RIA firms, actively looking to source new investment strategies for their clients.

  • Unlimited networking opportunities
  • Access to 30+ firms throughout the duration of the event

Learn more here.

Sep
18
Wed
ULTIMUS CLIENT SUMMIT 2019 @ Cincinnati Hyatt Regency
Sep 18 @ 2:00 pm – Sep 20 @ 3:00 pm
ULTIMUS CLIENT SUMMIT 2019 @ Cincinnati Hyatt Regency

This event is presented exclusively for Ultimus clients and business partners.

ATTENDANCE IS BY INVITATION ONLY AND RSVP IS REQUIRED.

Please plan to join us for our next client event! The Summit will be held at the Hyatt Regency in Downtown Cincinnati which will provide a fresh contemporary feel and an infusion of new energy. With a theme of Vision 20/20, our goal is to deliver a forward looking perspective throughout the event.

The Summit will focus on providing educational sessions and networking opportunities to meet investment adviser peers, business partners, industry experts, and valuable business partners of Ultimus.


WEDNESDAY, SEPTEMBER 18TH

We will kick off the Summit at 2:00pm with an afternoon filled with educational sessions and finish the day at the Cincinnati Museum Center and historic Union Terminal with an evening networking reception and assorted food stations.


THURSDAY, SEPTEMBER 19TH

Enjoy a full day of informative panel discussions, round table and breakout sessions with a casual, evening networking event including cocktails and food at PiNS Mechanical Co., a local Cincinnati favorite.

We are also excited to have Alison Levine as our Keynote Speaker on Thursday morning. As a history-making polar explorer and mountaineer, NY Times Bestselling Author, and all-around game-changer, she will inspire us with her unique leadership philosophy during a compelling and entertaining session (e.g., surviving sub-zero temperatures, hurricane-force winds, sudden avalanches…and a career on Wall Street). Having a clear vision makes all of us, as leaders, more effective and impactful.


FRIDAY, SEPTEMBER 20TH

To conclude the Summit, we will have a half-day filled with more industry hot topics and wrap up before noon so you can head back home with your new vision!

Sep
22
Sun
ICI – Tax and Accounting Conference @ Marco Island, Fl
Sep 22 @ 9:00 am – Sep 25 @ 5:00 pm
Sep
25
Wed
IAA – 2019 Annual Leadership Conference @ Nashville, TN
Sep 25 @ 9:00 am – Sep 27 @ 5:00 pm
Oct
10
Thu
Fund Intelligence Group – Mutual Fund Service Awards @ NY, NY
Oct 10 @ 9:00 am – 5:00 pm
Oct
16
Wed
ADISA – 2019 Annual Conference @ Las Vegas, NV
Oct 16 @ 9:00 am – 5:00 pm
AIMSE – 2019 Fall Conference @ NY, NY
Oct 16 @ 9:00 am – Oct 17 @ 5:00 pm
Cohen FA Services – Client Conference @ Baltimore, MD
Oct 16 @ 9:00 am – Oct 18 @ 5:00 pm
Oct
21
Mon
GAIM Ops West @ Rancho Mirage,CA
Oct 21 @ 9:00 am – Oct 23 @ 5:00 pm
Nov
4
Mon
SCHWAB IMPACT 2019 @ SAN DIEGO, CA
Nov 4 @ 9:00 am – Nov 7 @ 5:00 pm

EXHIBITING

Nov
7
Thu
ICI – Small Funds Committee Meeting @ New York City
Nov 7 @ 9:00 am – Nov 8 @ 5:00 pm
Opus Group – Endowment & Foundation Forum @ Boston
Nov 7 @ 9:00 am – Nov 8 @ 5:00 pm
Nov
11
Mon
SRI – The 30th Annual SRI Conference @ Colorado Springs, CO
Nov 11 @ 9:00 am – Nov 15 @ 5:00 pm
Nov
13
Wed
3PM Conference – 3PM Annual Conference @ New York City
Nov 13 @ 9:00 am – Nov 14 @ 5:00 pm
Nov
14
Thu
LinkBridge Investors – Annual Meeting @ Miami, FL
Nov 14 @ 9:00 am – 5:00 pm
Nov
17
Sun
WEALTH INVESTMENT EXCHANGE @ Aventura, FL
Nov 17 @ 8:00 am – Nov 20 @ 5:00 pm
WEALTH INVESTMENT EXCHANGE @ Aventura, FL

Engage with pre-vetted executives from the top RIA firms, actively looking to source new investment strategies for their clients.

  • Unlimited networking opportunities
  • Access to 30+ firms throughout the duration of the event

Learn more here.

Dec
8
Sun
GTE WEALTH FORUM @ San Diego, CA
Dec 8 @ 8:00 am – Dec 11 @ 5:00 pm

The GTE Wealth Forum is an invitation-only event which brings together senior investment decision makers from premier RIAs, Bank Trusts & Family Offices, with leading Fund Managers, for a series of pre-scheduled, pre-qualified, one-one-one, twenty-five minute due diligence meetings. It is designed to maximize your return on investment and make the best use of your time. You will join an executive level group in a luxury resort, for an intimate event designed to get you in front of the right prospects, develop relationships, and drive assets.