Event Calendar

>>>Event Calendar
Event Calendar 2019-07-19T11:03:41-04:00
Jun
8
Tue
KAYO Women’s Private Equity Summit
Jun 8 – Jun 9 all-day

Join 150 of the nation’s leading women in private equity, venture capital, and M&A including institutional investors, lenders, and finance, legal, and consulting advisors for two days of networking, identifying new investment opportunities, gathering insights, and strengthening your business relationships.

Join Ultimus LeverPoints’ Krista McCoy Tuesday, June 8th at 1:00 p.m. for the Fund Finance Peer to Peer Networking Session

REGISTER HERE

Jun
9
Wed
PEI – CFO & COO Forum New York
Jun 9 – Jun 10 all-day

Now in its 18th year, the CFOs & COOs Forum New York is the industry benchmark for high-value content and networking. This year’s virtual Forum is one of the many benefits you will receive with a CFO All Access membership.

The annual meeting for C-level executives, the CFOs & COOs Forum is an irreplaceable resource for the private equity community. Featuring a breadth of relevant topics and authoritative speakers, finance and operations executives are guaranteed to receive key information that will impact processes and practices within the firm.

This year’s virtual Forum features insightful keynotespanelsworking groups, live Q&Asthink tanks and lunch chats. The event continues to respond to the needs of the PE community and addresses pivotal issues affecting the industry in real-time.

Join Ultimus LeverPoints’ Krista McCoy for a panel discussion on June 9th at 2:10 p.m. 

Topic: Distinguishing what firms are doing differently in LP communications

  • Handling increased LP requests while minimizing the impact on workload
  • What are firms doing to streamline the LP communication process while addressing investor specific questions?
  • Analyzing the creativity around LP communication in COVID
  • Are firms fulfilling requests in spreadsheets provided by the LPs or utilizing ILPA templates?
  • Communication combination: conducting virtual LP meetings interspersed with live sessions
  • Providing LPs with a glimpse into firm culture, work environment and portfolios

Moderator:

Kate de Mul, Director, Client Services, KKR

Panelists:

Les Brown, Partner, HGGC

Miles Chan, VP/GM of Insight, InCloudCounsel

Krista McCoy, EVP, Chief Business Development Officer, Ultimus LeverPoint Private Fund Solutions

Tina St. Pierre, CPA, Partner and Chief Administrative Officer, Landmark Partners

REGISTER HERE

Jun
11
Fri
UDA Webinar with MARS
Jun 11 @ 2:00 pm – 3:00 pm
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.