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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
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
Fortigent Executive Forum 2008: Lessons in Leadership—These Are The Times That Try Men's Souls
June 16-18, 2008 · The Broadmoor—Colorado Springs, CO
What Kind of Leader Will Our Next President Be?
Norman Ornstein, Resident Scholar, American Enterprise Institute
From War Room to Board Room
Dale Collie, Author & Speaker, Major US Army (RET) & Purple Heart Recipient
Lessons on Leadership From Henry V
Carol & Ken Adelman, President & Vice President, Movers & Shakespeare
New Initiatives for 2008-2009
Scott Welch, Senior Managing Director, Investment Reserach & Strategy, Fortigent, LLC
Fortigent 360
Laurie Ressin, Managing Director, Consulting, Fortigent, LLC
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
Fortigent Winter Forum 2007: Challenging Assumptions
January 10-12, 2007 · The Fairmont Turnberry Isle & Resort Club—Miami, FL
Challenging the "Conventional Wisdom" of Private Client Investing
Jean L.P. Brunel, CFA, Managing Principal, Brunel Associates, Keynote Speaker
Opening Doors to the Culture of Wealth
Susan Hirshman, CFP, CPA, ChLU, CFA, Managing Director and Wealth Strategist, JPMorgan
A Better Mousetrap: Managing Your Ultra-High Net Worth Offering to Ensure Profitable Growth
Claire Kluever, Managing Director of Member Development, Family Office Exchange
Summer Forum 2006—Executive Forum
June 12-14, 2006 · Ritz Carlton—Chicago, IL
The Future Advice: Round table discussions on Product and Service Offerings, Target Market and Marketing Strategies, Staffing an
Charles (“Chip") Roame, Forum Facilitator and Managing Principal, Tiburon Strategic Advisors
Winter Forum 2006
January 12-13, 2006 · Bellagio Hotel & Casino—Las Vegas, NV
Alternative Thinking About Investments
Mark Yusko, President and Chief Investment Officer, Morgan Creek Capital Management
Global Resilience
Christopher Probyn, Ph.D., Chief Economist, State Street Global Advisors
Next 20 Years: Expected Returns for the next 20 years
James P. O’Shaughnessy, Senior Managing Director, Director of Systematic Equity Investments, Bear Stearns Asset Management
Summer Forum 2005
June 23-24, 2005 · Annapolis Marriott—Annapolis, MD
Financial Reporting and How Managers Value Companies: 7 Shenanigans
Howard Schilit, Founder, Center for Financial Research & Analysis
Investing with a Tax-Efficient Eye
Robert N. Gordon, President, Twenty-First Securities Corporation
Political and Economic Environment
Greg Valliere, Chief Strategist, The Washington Research Group
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
