symmetry partners

1-DAY SUMMIT

June 13, 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

13jun9:00 am9:30 am9:00 am - 9:30 am(GMT-04:00) Breakfast At Symmetry Partners

13jun9:30 am10:15 am9:30 am - 10:15 am(GMT-04:00) Winning & Serving HNW ClientsWilliam Chettle, <strong>Head of Client Experience & Advisor Services</strong>

13jun10:15 am11:00 am10:15 am - 11:00 am(GMT-04:00) HNW Solutions - AxiomRebecca Cioban, <strong>CFA, Director, Investments & Portfolio Manager</strong><br> Kevin Scully, <strong>CFA, Director, Investments & Portfolio Manager</strong>

13jun11:00 am11:15 am11:00 am - 11:15 am(GMT-04:00) Break & Optional Tour

13jun11:15 am12:00 pm11:15 am - 12:00 pm(GMT-04:00) Operations & Your Service TeamLissette Lojewski, <strong>Associate Director, Relationship Management</strong><br>Sabrina Noriega, <strong>Associate Director, Account Services</strong>

13jun12:00 pm12:45 pm12:00 pm - 12:45 pm(GMT-04:00) Lunch

13jun1:00 pm1:30 pm1:00 pm - 1:30 pm(GMT-04:00) New Symmetry Tools & Technology to Power Your Practice Andrea Loin,<strong> Chief of Business Innovation</strong>

13jun1:30 pm2:00 pm1:30 pm - 2:00 pm(GMT-04:00) Delivering a Better Client ExperienceWilliam Chettle, <strong>Head of Client Experience & Advisor Services</strong>

13jun2:00 pm3:00 pm2:00 pm - 3:00 pm(GMT-04:00) HNW Solutions - Tax Alpha & Delphi PlusJohn McDermott, <strong>Ph.D., Head of Investments</strong>

13jun3:00 pm3:15 pm3:00 pm - 3:15 pm(GMT-04:00) Break

13jun3:15 pm3:45 pm3:15 pm - 3:45 pm(GMT-04:00) Wrap Up and Next StepsWilliam Chettle, <strong>Head of Client Experience & Advisor Services</strong>

13jun4:00 pm6:00 pm4:00 pm - 6:00 pm(GMT-04:00) Optional Reception at Symmetry

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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FRIDAY HOLIDAY CLOSURE

The Symmetry Partners offices will be closed on Friday, March 29. We will resume regular business hours on Monday, April 1.