News and Events
Forums
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
Fortigent Annual Winter Forum 2009: The Great Texas Twister: How to Survive & Thrive During Market Turmoil
January 14-16, 2009 · Austin, TX
What Will The New Administration Bring?
Greg Valliere, Senior Vice President & Chief Strategist, Stanford Group Company
An Ex-Post Cross-Sectional Autoregressive Analysis of Forecasted Deviations
Robert (Bob) Huebscher, Founder & CEO, Advisor Perspectives
It's NOT Business As Usual - The New Rules For Gaining & Retaining Clients
Dan Richards, President, Strategic Imperatives
Navigating The Municipal Market Minefield
Thomas G. Doe, Founder & CEO, Municipal Market Advisors (MMA)
The Current Credit Marekt Disruption
Nathan Sonnenberg, Managing Director of Asset Allocation & Risk Management, Fortigent, LLC
The Landscape for Domestic Equity
Gregory M. Melvin, Executive Vice President & CIO, CS McKee, LP
After The Bubble(s)
Doug Ramsey, Director of Research, The Leuthold Group, LLC
The Future of Hedge Fund Investing
Steve Togher, Managing Director of Alternative Investments, Fortigent, LLC
Opportunities in Alternative Investments
Joel Levin, Director of Research, Cross Shore Capital Management, LLC
Rethinking Risk & Diversification
Steve Horan/Scott Welch, Head of Professional Education Content & Private Wealth/Senior Managing Director of Investment Research & Strategy, CFA Institute/Fortigent, LLC
Employing A Tactical Asset Allocation Overlay
Nathan Sonnenberg, Managing Director of Asset Allocation & Risk Management, Fortigent, LLC
Events
CFA: Asset Allocation for Private Clients Conference
June 08-09, 2010 · Hyatt Regency, Bellevue, WA
Moderator of Conference
Scott Welch, Senior Managing Director, Investment Research & Strategy, Fortigent, LLC
ABA Wealth Management & Trust Conference
March 07-09, 2010 · Arizona Biltmore, Phoenix, AZ
Portfolio Management "Town Hall" Meeting: Did 2009 Teach Us Anything About Investing?
Scott Welch, Senior Managing Director, Investment Research & Strategy, Fortigent, LLC
Power Breakfast - Capitalizing on the New Opportunities in Wealth Management
Scott Welch, Senior Managing Director, Investment Research & Strategy, Fortigent, LLC
NE Florida FPA
January 21 2010 · University of North Florida, University Center
The Hitchhiker's Guide to Core/Satellite Investing
Scott Welch, Senior Managing Director, Investment Research & Strategy, Fortigent, LLC
Rethinking Risk & Diversification
Scott Welch, Senior Managing Director, Investment Research & Strategy, Fortigent, LLC
Revisiting the Future of Wealth Management
Scott Welch, Senior Managing Director, Investment Research & Strategy, Fortigent, LLC
