Symmetry Partners

OCTOBER 18 - OCTOBER 19
Glastonbury, CT

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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:

1

Understanding and winning the HNW opportunity

2

Working successfully with business owners

3

Making the most of direct indexing solutions

4

Differentiating yourself with Tax Alpha Solutions

5

Strategies for growing your HNW business

6

Delivering an exceptional client experience

7

Best practices and success strategies from your peers

8

And more...

OUR SPONSORS

aqr
axos
dfa
jpmorgan
orion
vanguard

OUR
SPONSORS

aqr
axos
dfa
jpmorgan
orion
vanguard

OUR
SPONSORS

SCHEDULE

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

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

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

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