symmetry partners
symmetry partners

1-DAY SUMMIT

March 7, 2024

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ABOUT THE
1-DAY SUMMIT

We’re bringing you a focused day of timely presentations , backed by Symmetry’s best thinking, all designed to help you:

1

Understand and win the HNW opportunity

2

Make the most of direct indexing solutions and Symmetry portfolios

3

Differentiate yourself with Tax Alpha and HNW Solutions

4

Leverage new Symmetry tools and resources

5

Make the most of your Ops and Relationship Management teams

6

Deliver an exceptional client experience

7

And more...

SCHEDULE

06mar6:00 pm6:00 pm(GMT-05:00) Optional Dinner with Symmetry TeamAt Bricco Trattoria

07mar8:30 am9:00 am8:30 am - 9:00 am(GMT-05:00) Breakfast At Symmetry Partners

07mar9:00 am9:45 am9:00 am - 9:45 am(GMT-05:00) Winning & Serving HNW ClientsWilliam Chettle, Head of Client Experience & Advisor Services
Tom Romano, Head of Strategic Relationships & Product Development

07mar9:45 am11:00 am9:45 am - 11:00 am(GMT-05:00) HNW Solutions - AxiomRebecca Cioban, CFA, Director, Investments & Portfolio Manager
Kevin Scully, CFA, Director, Investments & Portfolio Manager

07mar11:00 am11:15 am11:00 am - 11:15 am(GMT-05:00) Break & Optional Tour

07mar11:15 am12:00 pm11:15 am - 12:00 pm(GMT-05:00) Symmetry Performance UpdateJohn McDermott, Ph,D., Chief Investment Strategist

07mar12:00 pm12:45 pm12:00 pm - 12:45 pm(GMT-05:00) Lunch

07mar12:45 pm1:30 pm12:45 pm - 1:30 pm(GMT-05:00) HNW Solutions - Tax Alpha & Delphi PlusJohn McDermott, Ph.D., Head of Investments, Symmetry Partners

07mar1:30 pm2:00 pm1:30 pm - 2:00 pm(GMT-05:00) New Symmetry Tools & Technology to Power Your Practice Andrea Loin, Chief of Business Innovation

07mar2:00 pm2:45 pm2:00 pm - 2:45 pm(GMT-05:00) Operations & Your Service TeamLisette Lowjewski, Associate Director, Relationship Management
John Vassello, Associate Director, Product Solutions & Trading

07mar2:45 pm3:00 pm2:45 pm - 3:00 pm(GMT-05:00) Break

07mar3:00 pm3:30 pm3:00 pm - 3:30 pm(GMT-05:00) Delivering a Better Client ExperienceWilliam Chettle, Head of Client Experience & Advisor Services

07mar3:30 pm4:00 pm3:30 pm - 4:00 pm(GMT-05:00) Wrap Up and Next StepsWilliam Chettle, Head of Client Experience & Advisor Services
Tom Romano, Head of Strategic Relationships & Product Development

07mar4:00 pm4:00 pm(GMT-05:00) Optional Reception & DinnerAt Symmetry Partners

19mar11:00 am12:00 pm11:00 am - 12:00 pm(GMT-04:00) Creating Exceptional Events for Clients and ProspectsSharing tips about the planning process and ideas for creating memorable experiences.

For Advisor Use Only. Not for Public Distribution. Symmetry Partners, LLC, is an investment advisory firm registered with the Securities and Exchange Commission. The firm only transacts business in states where it is properly registered, or excluded or exempt from registration requirements. Registration of an investment adviser does not imply any specific level of skill or training and does not constitute an endorsement of the firm by the Commission.

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