Symmetry Partners

Event Type : Thurs

Event Type Thurs

october

19oct8:00 am8:45 am8:00 am - 8:45 am Breakfast

19oct8:45 am9:30 am8:45 am - 9:30 am HNW Solutions - AxiomSymmetry Research

19oct9:30 am10:15 am9:30 am - 10:15 am Tax Strategies for the HNW Client (Part I)John McDermott, Ph.D., Head of Investments, Symmetry Partners
Glenn Shirley, Principal, Head of Investor Relations, Quantinno Capital Management

19oct10:15 am10:45 am10:15 am - 10:45 am Tax Strategies for the HNW Client (Part II)John McDermott, Ph.D., Head of Investments, Symmetry Partners
Arthur Fischer-Zernin, Managing Director, AQR Capital Management

19oct10:45 am11:00 am10:45 am - 11:00 am Break

19oct11:00 am11:45 am11:00 am - 11:45 am HNW Solutions - DFA PerspectiveWes Crill, Senior Investment Director & Vice President, Dimensional Fund Advisors

19oct11:45 am1:00 pm11:45 am - 1:00 pm Lunch

19oct1:00 pm1:45 pm1:00 pm - 1:45 pm 5 Important Questions for Business Owner Clients & Prospects Mitch Kerr, VP Associate Head of Wealth Advisory , Brinker Capital

19oct1:45 pm2:30 pm1:45 pm - 2:30 pm Fraud Prevention & Cybersecurity Best Practices Patrick Hennessey, CFA, Director, Business Consulting & Education, Charles Schwab

19oct2:30 pm2:45 pm2:30 pm - 2:45 pm Break

19oct2:45 pm3:30 pm2:45 pm - 3:30 pm Marketing to the HNW Andrea Loin, Associate Director, Marketing, Symmetry Partners

19oct3:30 pm4:15 pm3:30 pm - 4:15 pm Creating a Better Client ExperienceWilliam Chettle, Head of Client Experience & Advisor Services, Symmetry Partners

19oct4:15 pm4:30 pm4:15 pm - 4:30 pm Wrap Up

19oct4:30 pm7:30 pm4:30 pm - 7:30 pm Reception & DinnerHosted by Symmetry Partners
Sponsored by AQR Capital Management