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