Fortigent™

Fortigent Winter Forum 2008: Navigating Risks & Charting Opportunities in a Volatile Market

January 16-18, 2008 · Rio Mar Beach Resort & Spa—Puerto Rico

Let's Talk: Marketing As A Conversation

Lloyd Williams, Author, International Speaker & Executive Coach, The Exponential Business Ltd.

The Enduring Enterprise: Building A Sustainable Family Wealth Advisory Business

John Benevides, President, Family Office Exchange

Things You Should Know About Running A HNW Advisory Practice

Andrew Putterman, President & Chief Executive Officer, Fortigent, LLC

Building More Intelligent Investment Portfolios

Scott Welch, Senior Managing Director, Investment Research & Strategy, Fortigent, LLC

Fortigent Executive Forum 2007: Delivering a Differentiated Solution

June 27-29, 2007 · The Ritz Carlton, Laguna Niguel—Dana Point, CA

Mastering the Art of Selling to the Affluent

Matt Oechsli, President, The Oechsli Institute

The Future of Wealth Management

Dan Seivert, CEO & Managing Director, ECHELON Partners

Whole-Life Partnerships

Jim Warner, Entrepreneur, Author & Life Transition Expert, OnCourse International

ABA 2008 Wealth Management & Trust Conference

March 12-14, 2008 · Manchester Grand Hyatt—San Diego, CA

Wealth Management: The Next Design Industry

Scott Welch, Senior Managing Director, Investment Research & Strategy

IPI Advisor Roundtable

February 05 2008 · Harvard Club—New York City

Lessons Learned From A Turbulent 2007

Chip Norton, Managing Director, Investment Research & Strategy, Fortigent, LLC

Steve Togher, Managing Director, Alternative Investments, Fortigent, LLC

Financial Research Associates, LLC: The Wealth Management Tech & Ops Summit

November 15-16, 2007 · The Paris Hotel—Las Vegas, NV

Panel Discussion—Outsourcing: How to Differentiate Among the Pack

Gary Carrai, Senior Managing Director, Consulting & Sales