SUMMIT23
This year, we’re bringing you an amazing lineup of presenters and workshops to help you grow your business and deliver the best experience for your clients. The focus is on how you can win—and serve—more High-Net Worth clients, with sessions on:
Understanding and winning the HNW opportunity
Working successfully with business owners
Making the most of direct indexing solutions
Differentiating yourself with Tax Alpha Solutions
Strategies for growing your HNW business
Delivering an exceptional client experience
Best practices and success strategies from your peers
And more...
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ADDDITIONAL SERVICES
While you’re at the Symmetry Summit, we want you to enjoy more than just the networking and presentations. We encourage you to take advantage of two optional experiences:
TECH LAB
As an Advisor, technology is integral—both behind the scenes and when you engage with clients. Explore the technology available to you with hands-on demos of the updated MySymmetry website and the new Advisor Portal.
Visit the Tech Lab to find out how you can increase productivity, simplify and streamline client interactions, and easily access resources and communications.
HEADSHOT ROOM
Does your headshot need a refresh? Good news, you can sign up for a headshot while you’re here. (Sign-Up sheets outside the Headshot Room.)
SCHEDULE
(AND PRESENTATIONS)
Hosts
David E. Connelly Jr., Partner, co-founded Symmetry Partners in 1994 to help serve independent Advisors and their clients. He focuses his time on strategic growth of the firm, portfolio management, and innovation. Prior to co-founding Symmetry Partners, David was a Financial Advisor with Dean Witter Reynolds serving high-net-worth clients.
Hosts
Christian Newton, Vice President, Dimensional Fund Advisors. Christian helps Financial Advisors leverage Dimensional’s capital markets research and its application to portfolio and practice management. Previously, Christian spent 10 years in Dimensional’s Marketing group serving as Art Director, Head of Interactive, and Vice President of Marketing, with a focus on creating materials for Financial Advisors. Christian experienced the first wave of internet growth working at consulting conglomerate USWeb/CKS. His online writing has been profiled in The New York Times and Entertainment Weekly.
Hosts
Toby Moskowitz, Principal at AQR Capital Management. Toby contributes to research on asset pricing and investment issues related to domestic and international strategies. He holds the Dean Takahashi Chaired Professorship in Finance at Yale University, is a research associate at the National Bureau of Economic Research, and was formerly the Fama Family Professor of Finance at the University of Chicago Booth School of Business. Toby has won numerous awards for his academic research, including the 2015 Bernstein Fabozzi/Jacobs Levy Award for the best article in The Journal of Portfolio Management, the Fischer Black Prize by the American Finance Association, and the Kauffman Prize Medal for Distinguished Research in Entrepreneurship, awarded by the Kauffman Foundation.
Hosts
Greg Trzaski, Senior Regional Director, supports the business growth needs of independent Financial Advisors in New England and the Mid-Atlantic states. As a consultative business partner, he educates Advisors about Symmetry’s products and services and helps them create efficient, scalable, and profitable firms.
Hosts
John McDermott, Ph.D., Chief Investment Strategist, has worked with Symmetry since 2005. In his role, he manages and enhances Symmetry’s Evidence-Based solutions. A renowned scholar focused on the role of liquidity in financial markets, John has been published in numerous academic journals, including The Journal of Banking and Finance, The Journal of Financial Markets, and The Journal of Futures Markets.
Hosts
John McDermott, Ph.D., Chief Investment Strategist, has worked with Symmetry since 2005. In his role, he manages and enhances Symmetry’s Evidence-Based solutions. A renowned scholar focused on the role of liquidity in financial markets, John has been published in numerous academic journals, including The Journal of Banking and Finance, The Journal of Financial Markets, and The Journal of Futures Markets.
Glenn Shirley, CAIA, Head of Investor Relations, Quantinno Capital Management. At Quantinno, Glenn manages everything from providing financial advice to clients and business partners to business development roles across numerous client segments in asset management. He began his career in Merrill Lynch’s Global Private Client Group, was a research analyst at KSM Capital Advisors, and served as a member of AQR’s business development team.
Hosts
John McDermott, Ph.D., Chief Investment Strategist, has worked with Symmetry since 2005. In his role, he manages and enhances Symmetry’s Evidence-Based solutions. A renowned scholar focused on the role of liquidity in financial markets, John has been published in numerous academic journals, including The Journal of Banking and Finance, The Journal of Financial Markets, and The Journal of Futures Markets.
Arthur Fischer-Zernin, CFA®, Managing Director at AQR Capital Management. Arthur is a senior member of the Specialized Investments Group, which focuses on situations where laws and regulations have meaningful effects on trading decisions, portfolio design, and the choice of investment vehicles and oversees the design, implementation, and day-to-day portfolio management of tax-aware funds and accounts. Previously, Arthur held roles within Research and Portfolio Management, where he focused on Alternative Risk Premia and Multi-Strategy products, as well as within the Portfolio Solutions Group, which advises clients on portfolio challenges and creating investor-oriented thought leadership. Prior to joining AQR in 2010, Arthur was an analyst at Morgan Stanley Investment Management.
Hosts
Wes Crill, Senior Investment Director and a Vice President at Dimensional Fund Advisors. As a member of the Investment Solutions Group, Wes directs empirical research on a broad range of investment topics to support client relations. A frequent speaker at Dimensional and industry events, he develops investment content, analysis, and education that is distributed across a variety of platforms. Wes has been with Dimensional since 2013, serving in roles including Head of Investment Strategists.
Slides
Leading Market ThemesHosts
Mitch Kerr, CFA®, Vice President, Senior Portfolio Manager at Brinker Capital. Mitch masterminds the portfolio management, strategy planning, and communication of multi-asset class portfolios for high-net-worth clients and institutions. His past experience includes a Senior Investment Advisor role at TD Private Client Wealth, a Senior Investment Strategist role at Wells Fargo Private Bank, and an Equity Research Analyst position at Gardner Lewis Asset Management.
Additional Resources
Patrick Hennessey, CFA®, Director of Business Consulting & Education for Schwab Advisor Services.As part of Schwab’s consulting team, Patrick provides independent Advisors with expert guidance in the areas of operations, technology, and cybersecurity. He’s spent more than 20 years in financial services and developed an appreciation for good information security practices when he was working internationally in banking. Prior to Schwab, Patrick worked for an independent RIA firm, helping it grow and mature into a successful organization.
Hosts
Andrea Loin, Associate Director of Marketing Services, manages Symmetry’s marketing team. With a strategic mindset, Andrea develops and implements Symmetry’s overall marketing efforts. She works closely with sales to help drive growth, directly supports Financial Advisors’ marketing efforts, and oversees Symmetry’s digital initiatives and properties.
Hosts
J. William G. Chettle, Head of Client Experience & Advisor Services, leads sales and marketing for Symmetry and oversees the Symmetry Marketing Group. Wiliam uses a creative problem-solving approach to help Symmetry grow and deliver a better experience for our clients. Previously, he headed up Marketing and Communications for Loring Ward.