Symmetry Partners

Event Type : Wed

Event Type Wed

october

18oct8:00 am11:55 pm8:00 am - 11:55 pm Optional Meetings with Symmetry Team Members / Office Tours

18oct12:00 pm1:00 pm12:00 pm - 1:00 pm LunchSponsored by Orion

18oct1:00 pm1:15 pm1:00 pm - 1:15 pm WelcomeDavid Connelly, Symmetry Co-Founder & Principal

18oct1:15 pm2:00 pm1:15 pm - 2:00 pm Winning & Serving the HNW - The OpportunityTom Romano, Head of Strategic Relationships & Product Development, Symmetry Partners
William Chettle,Head of Client Experience & Advisor Services, Symmetry Partners

18oct2:00 pm3:15 pm2:00 pm - 3:15 pm The Value of an Investment PhilosophyChristian Newton, Regional Director, Dimensional Fund Advisors

18oct3:15 pm3:30 pm3:15 pm - 3:30 pm Break

18oct3:30 pm4:15 pm3:30 pm - 4:15 pm The Case for Alternatives - AQR PerspectiveToby Moskowitz, Principal, AQR Capital Management

18oct4:15 pm4:45 pm4:15 pm - 4:45 pm New Symmetry Tools & Technology to Power Your Practice Rob Hawke, Managing Director, Operations & Technology, Symmetry Partners
Andrea Loin, Associate Director, Marketing, Symmetry Partners

18oct4:45 pm5:30 pm4:45 pm - 5:30 pm How Advisors Are Winning & Serving HNW Clients Moderated by Greg Trzaski, Advisor Services, Symmetry Partners
With Advisors Brian Cote, Kelley Grace, and Mira Ma

18oct5:30 pm5:45 pm5:30 pm - 5:45 pm Wrap Up

18oct5:45 pm9:00 pm5:45 pm - 9:00 pm Reception & DinnerThe Boathouse | Sponsored by Dimensional Fund Advisors