Ultimus Client Summit 2019

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!

Client Summit - At A Glance

September 18-20, 2019


Cincinnati Hyatt Regency
151 W 5th St.
Cincinnati, OH 45202

Negotiated standard single room rates, $159/night.


Previous Summit Photo Galleries:

2018 Ultimus Summit Gallery
2016 Ultimus Summit Gallery

Be on the lookout for more information soon!