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

See Past Forums

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
Missouri Society of CPAs Investment Conference
August 02 2010 · St. Louis, Missouri

"Rethinking Risk and Diversification"

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

"Core/Satellite Portfolios"

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

First Annual Innovative Alternative Strategies Conference
July 27-28, 2010 · Chicago, Illinois

The Role of Alternatives in Asset Allocation

Robert Mileff, Director of Alternative Assets, Fortigent, LLC

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

Pershing INSITE 2010
June 03-05, 2010 · The Westin Diplomat, Hollywood, Fl
IMCA Annual Conference 2010
May 17-19, 2010 · Hilton Bonnett Creek, Orlando, Fl
MarketCounsel 2010 Partner Summit
April 15-17, 2010 · Red Rock Casino & Spa, Las Vegas, NV
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

AICPA Advanced Personal Financial Plan Conference
January 18-20, 2010 · Lake Buena Vista, FL

The Hitchhiker's Guide to Core/Satellite Investing

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

Family Office & Private Wealth Management Forum
July 08-10, 2009 · Newport, RI

Investment Styles & Strategies for Family Offices

Nathan Sonnenberg, Managing Director, Asset Allocation & Risk Management, Fortigent, LLC

East Coast Private Family Office Invitational
June 11-12, 2009 · Naples, Florida

Economic & Market Outlook: Opportunities & Risks

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

East Coast Private Family Office Invitational
June 10-12, 2009 · Naples, FL

Navigating in Uncertain Times: Strategies in Managing the Family Portfolio for Wealth Preservation in Turbulent Times

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

NYSSA - 4th Annual Manager Search & Selection Conference
May 07 2009 · New York

Manager Due Diligence

Nathan Sonnenberg, Managing Director, Asset Allocation & Risk Management, Fortigent, LLC

Western Canadian Private Family Office
May 06-08, 2009 · Fairmont Banff Springs Hotel

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

IMCA Spring Professional Development Conference
May 03-05, 2009 · San Diego, CA

Future of Wealth Management

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

ABA Wealth Management & Trust Conference
March 11-13, 2009 · San Francisco, CA

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

ABA National Conference for Community Bankers
February 15-18, 2009 · JW Marriott Desert Ridge Resort & Spa, Phoenix, AZ

Wealth Management: The Next "Design" Industry

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

AICPA Annual Personal Financial Planning Conference
January 18-22, 2009 · San Diego

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

IMCA 2009 New York Consultants Conference
January 12-13, 2009 · New York City

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

MMI - The Future of Alternative Investment Solutions
December 09 2008 · Grand Hyatt, New York

The Challenges of Raising Assets and The Future of the Alternatives Industry: Who Will Survive?

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

Moderate CFA Asset Allocation for Private Clients
November 18-19, 2008 · Buckhead, GA

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

The Business of Managing Wealth Summit
November 17-18, 2008 · The Doral Resort, Miami, Florida

The Affordability vs. Its Real Worth

Gary Carrai, Senior Managing Director, Sales & Consulting, Fortigent, LLC

GAIM USA Fund of Funds
October 27-29, 2008 · Grand Hyatt, New York City

Practicalities of Using Open Architecture Platforms to Market Fund of Hedge Funds to the Retail Market

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

IMCA Wealth Management Conference
October 27-28, 2008 · Costa Mesa, CA

The Hitchhiker's Guide to Core/Satellite Investing

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

IPI - Fall Forum for Private Investors
October 15-16, 2008 · New York

Risk Metrics with a Portfolio of Alternative Investments

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

Schwab IMPACT - Advisor Solutions Showcase
September 24 2008 · Georgia World Congress Center--Atlanta, GA

Fortigent-Sponsored Enhanced UMA Program

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

Canadian Private Family Office
September 21-23, 2008 · Niagara

Coming to Portfolios Near You: Interesting New Investment Ideas

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

Concentrated Stock Managment CFA Workshop
September 04-05, 2008 · Americas Tower, New York

Concentrated Stock Risk, Investor Objectives, & Behavioral Obstacles

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

Beyond Practice Management
August 05-07, 2008 · The University of Chicago Gleacher Center

Assessing & Refining Your Leadership Style

Gary Carrai, Senior Managing Director, Consulting & Sales, Fortigent, LLC

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

IMCA 2007 Advanced Wealth Management Conference
November 05-06, 2007 · Ballantyne Resort—Charlotte, NC

How to Incorporate Alternative Investments into HNW Portfolios

Scott Welch, Senior Managing Director, Investment Research & Strategy

Florida Family Office Forum
October 24 2007 · Ocala, Florida

Coming to Portfolios Near You: Investment Ideas You Should Paying More Attention To

Scott Welch, Senior Managing Director, Investment Research & Strategy

CFA Fixed Income Management 2007: Innovation as a Source of Alpha
October 10-11, 2007 · The Westin Copley Place—Boston, MA

Finding Excess Return in Tax-Exempt Investments

Chip Norton, Managing Director of Fixed Income, Portfolio Manager of the Tax Advantaged Dept Fund

First Republic Bank
September 26-28, 2007 · Napa Valley, CA

Coming to Portfolios Near You: Investment Ideas You Should Paying More Attention To

Scott Welch, Senior Managing Director, Investment Research & Strategy

Structured Products West Coast Conference
September 18-19, 2007 · The Claremont Resort & Spa — Berkeley, CA

Using Structured Products in an Unstructured World

Scott Welch, Senior Managing Director, Investment Research & Strategy

5th Annual Integrated Wealth Management Forum
September 10-12, 2007 · Union League Club—New York, NY

In Search of Fixed Income Alpha

Chip Norton, Managing Director of Fixed Income, Portfolio Manager of the Tax Advantaged Dept Fund

Weiser Capital Management
August 09 2007 · New York City

Building a Successful High New Worth Practice

Scott Welch, Senior Managing Director, Investment Research & Strategy

Calgary CFA Society's Private Wealth Management Conference: Strategies for a Volatile World
June 27-28, 2007 · Calgary TELUS Convention Centre—Calgary, Alberta, Canada

Consulting to the Ultra Affluent

Scott Welch, Senior Managing Director, Investment Research & Strategy

Money Management Institute 2007 Alternatives: Strategies, Sourcing and Intermediary Perspective—What's Ahead?
June 21 2007 · The Yale Club of New York City—New York, NY

Panel Discussion: How do you best position alternative investments in your product offerings...?

Stephen Togher, Managing Director, Alternative Investments

The Bond Buyer Academy's Municipals & The Individual Investor: The Hunt For Tax-Exempt Yield
June 07 2007 · Marriott Los Angeles Downtown—Los Angeles, CA

Municipal Hedge Fund

Chip Norton, Managing Director of Fixed Income, Portfolio Manager of the Tax Advantaged Dept Fund

Insight 2007: Pershing's Financial Products & Services Conference
June 06-08, 2007 · The Westin Diplomat Resort & Spa—Hollywood, FL
The Bond Buyer Academy's Municipals & The Individual Investor: The Hunt For Tax-Exempt Yield
May 30 2007 · The Westin O'Hare—Rosemont, IL

Municipal Hedge Fund

Chip Norton, Managing Director of Fixed Income, Portfolio Manager of the Tax Advantaged Dept Fund

Educational Web Conference
May 15 2007 · 2:00 p.m. EST

Comparing Financial Techniques for Disposing of Low Basis Stock

Scott Welch, Senior Managing Director, Investment Research & Strategy

IMCA 2007 Spring Professional Development Conference
April 26-29, 2007 · Arizona Biltmore Resort & Spa—Phoenix, AZ
Financial Advisor Symposium
April 19-21, 2007 · Las Vegas, Nevada
ABA Annual Wealth Management & Trust Conference
March 25-26, 2007 · Hyatt Regency Grand Cypress—Orlando, FL

Coming to Portfolios Near You: Investment Ideas You Should Paying More Attention To

Scott Welch, Senior Managing Director, Investment Research & Strategy

CFA Institute/CFAJ Joint Seminar: Asset Management and Business Developments for Individual/High-Net-Worth Investors
March 01-02, 2007 · Tokyo, Japan

Tax Planning and Asset Management for Individual/High Net Worth Investors in the US

Scott Welch, Senior Managing Director, Investment Research & Strategy

2007 Municipal Bond Buyers Conference
February 12 2007 · La Quinta, CA

Chip Norton, Managing Director, Fixed-Income & Economic Analysis

IMCA Winter Consultants Conference
January 29-30, 2007 · New York Marriott Marquis

Multi-Strats vs. Fund of Funds: The Future of Multi-Manager Hedge Fund Investing

Scott Welch, Senior Managing Director, Investment Research & Strategy

6th Annual Multi-Family Office Symposium
December 11-12, 2006 · Princeton Club of New York—New York, NY

Round Table Discussion and Case Study—

Gary Carrai, Senior Managing Director, Consulting & Sales

Advisor Summit 2006
November 30-December 01, 2006 · Mandalay Bay Resort & Casino—Las Vegas, NV

The Emerging Firm—Outsourcing Your Way to Success

Gary Carrai, Senior Managing Director, Consulting & Sales

University of New Hampshire Investment Masters Series
November 27 2006 · University of New Hampshire

Chip Norton, Managing Director, Fixed-Income & Economic Analysis

CFA Institute Forum: Asset Allocation and Investment Policies for Private Clients
November 16 2006 · Intercontinental Chicago—Chicago, IL

Scott Welch, Senior Managing Director, Investment Research & Strategy

ABA Webcast on Managing Concentrated Stock Risk
November 09 2006 ·

Scott Welch, Senior Managing Director, Investment Research & Strategy

American Bankers Association (ABA) In-House Trust School
October 24-25, 2006 · Orlando, FL

The New Allocators: Panel Discussion on Third Party Hedge Fund Platforms

Stephen Togher, Managing Director, Alternative Investments

MARHedge 13th International Conference on Hedge Fund Investments
October 22-24, 2006 · South Hampton Fairmont—Bermuda

Stephen Togher, Managing Director, Alternative Investments

2006 Wealth Management Forum
October 05-06, 2006 · Renaissance Chicago Hotel—Chicago, IL

Pre-Conference Workshop: Executive Recruiting in Wealth Management: The Best and the Brightest

Andrew Putterman, President, Chief Executive Officer

Going Idependent: Outsource Solutions for Advisors - WEBCAST
September 15 2006 · 9:00 a.m. Pacific/12:00 p.m. Eastern

Gary Carrai, Senior Managing Director, Consulting & Sales

John Krambeer, President, Camden Capital Management