For further information, about the conference, please contact [email protected].
“Very well done. I look forward to similar events of this size which are more manageable and encourage more audience participation than the larger events.”
Alfredo Cardona, Advisor
Campbell Williams, Inc.
“Impressive group of presenters and very attentive and interested participants.”
Don Robinson, CEO & Co-CIO
Palladiem
“Thank you for a great conference. I thought the content and speakers were all very good.”
John Hill, CEO
Epix Capital
“Great conference!”
Brad Wilson, VP Investments
Stifel
“I found the conference to be very educational & insightful. The speakers were very passionate about Smart Beta and they represented well.”
Anthony Caruso, Senior Vice President
Sugarwood Financial Partners
“I am much more knowledgeable as to what Smart Beta investing is all about after this seminar.”
Dave Einbinder, VP - Investment Officer
Wells Fargo Advisors
“Deborah did an excellent job keeping the program on time and on track. Good organization!”
Charles Alkire, Financial Planner
Alkire Financial Advisory, Inc.
“Through excellent organization and thoughtful choice of speakers, this event provided not only an overview of the current state of the Smart Beta space, but also a strong appreciation for the relative merits of various approaches to product construction and the potential of including these products to add value to relatively traditional strategic asset allocations.”
Kathryn Wilkens, Advisor
S Capital Wealth Advisors