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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
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
