News and Events
Forums
Fortigent Executive Forum 2010: To Question Is To Grow
June 16-18, 2010 · The Ritz-Carlton, Washington, D.C.
Economic Overview
Dr. David Kelly, Chief Strategist, JP Morgan Funds
Implications for Investors as Voters Reject Big Government
Greg Valliere, CNBC Commentator & Chief Political Strategist, Potomac Research Group
Making "Who" Decisions
Rodgers Palmer & Brian Stolz, Principals, ghSMART
It's All About the Client
Jane Abitanta, Principal, Perceval Associates, Inc.
It's All About Leadership
Diana Oreck, Vice President, The Ritz-Carlton Leadership Center
Fortigent Annual Winter Forum: Its the End of Wealth Management As We Know It (and we'll be fine)
January 13-15, 2010 · The US Grant, San Diego, California
Global Market Outlook
Steve Leuthold, CIO of LWCM & Portfolio Manager for The Leuthold Funds, Inc., The Leuthold Group
Economic Market Outlook
Douglas A. Kass, President, Seabreeze Partners Management, Inc.
Role of Real Assets in Diversified Portfolios
Robert D. Arnott, Chairman, Research Affiliates
Creating The Foundation For Returns Through 2011
Lawrence F. Jones, Senior Vice President, Investor Relations, Paulson & Company
Brave New World of Wealth Management
Kristi Kuechler, President, Institute for Private Investors
Build Your Business Through Leadership & Innovation
Peter Sheahan, Founder & CEO, Centre for Skills Development
Outlook for Non-US Equity Investing
Diana S. Strandberg, Vice President of Dodge & Cox & Senior Vice President of Dodge & Cox Funds, Dodge & Cox
What Is Research Focused On & Why?
Scott Welch, Senior Managing Director, Investment Research & Strategy, Fortigent, LLC
Yesterday, Today, & Tomorrow
Nathan Sonnenberg, CFA, CAIA, Chief Investment Officer, Fortigent, LLC
Events
IMCA 2010 Advanced Wealth Management Conference
November 08-10, 2010 · San Francisco, California
New Strategies in Alternative Investments
Scott Welch, Senior Managing Director, Investment Research & Strategy, Fortigent
IMPACT 2010
October 26-29, 2010 · Boston, Massachusetts
Expo Showcase – Access Overlay™ (Fortigent’s Unified Managed Account Program)
Scott Welch and Sean Mullen, Senior Managing Director, Investment Research & Strategy and Director, Access Overlay™, Fortigent
Fidelity - Inside Track
August 18-20, 2010 · Dana Point, California
