Symmetry Partners

Agenda

Wednesday (11.09)

Morning

Meetings

Symmetry Team Members and Office Tours

12:00PM – 1:00PM

Lunch

Filler text

01:00PM – 01:45PM

State of the Firm

Symmetry Co-founder & Principal
01:45PM – 02:45PM

New Trends in 
Evidence-Based Investing

CFA, CAIA, CIPM, Managing Director, Symmetry Partners. Symmetry Regional Director

02:45PM – 03:00PM

Break

03:00PM – 04:30PM

Axiom

Symmetry Research & Sales
04:30PM – 05:30PM

Growing Your 
Business Today

Head of Strategic Relationships & Product Development, Symmetry Partners.
Two Financial Advisors.

05:30PM

Reception & Dinner

Thursday (11.10)

08:00AM – 08:30AM

Breakfast

08:30AM – 09:30AM

Money Manager Presentations

09:30AM – 10:30AM

Taxes & Your 
Practice Panel

Head Of Strategic Relationships & Product Development, Symmetry Partners. 
Two Financial Advisors.

10:30AM – 10:45AM

Break

10:45AM – 11:45AM

Creating a More 
Referable Business

Head of Client Experience & Advisor Services, Symmetry Partners

11:45AM – 12:00PM

Wrap Up

12:00PM – 2:00PM

Lunch and Solutions Fair

02:00PM – 03:15PM

Creating Your Growth Plan

Associate Director, Marketing, Symmetry Partners. Symmetry Regional Director.

03:15PM – 03:30PM

Break

03:30PM – 04:30PM

Keynote Presentation – Delivering a Better Client Experience

Orion

04:30PM – 06:30PM

Optional Reception & Dinner