Symmetry Partners

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THANK YOU FOR COMING

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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
Jp Morgan copy
orion
vanguard

OUR
SPONSORS

aqr
axos
dfa
Jp Morgan copy
orion
vanguard

OUR
SPONSORS

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)

18oct8:00 am12:00 pm8:00 am - 12:00 pm(GMT-04:00) Optional Meetings with Symmetry Team Members / Office Tours

18oct12:00 pm1:00 pm12:00 pm - 1:00 pm(GMT-04:00) LunchSponsored by Orion

18oct1:00 pm1:15 pm1:00 pm - 1:15 pm(GMT-04:00) WelcomeDavid Connelly, Symmetry Co-Founder & Principal

18oct2:00 pm3:15 pm2:00 pm - 3:15 pm(GMT-04:00) The Value of an Investment PhilosophyChristian Newton, Vice President, Dimensional Fund Advisors

18oct3:30 pm4:15 pm3:30 pm - 4:15 pm(GMT-04:00) The Case for Alternatives - AQR PerspectiveToby Moskowitz, PhD, Principal, AQR Capital Management

18oct4:45 pm5:30 pm4:45 pm - 5:30 pm(GMT-04:00) How Advisors Are Winning & Serving HNW Clients Moderated by Greg Trzaski, Advisor Services, Symmetry Partners
With Guest Advisors Brian Cote, Kelley Grace, and Mira Ma

18oct5:30 pm5:45 pm5:30 pm - 5:45 pm(GMT-04:00) Wrap Up

18oct5:45 pm5:45 pm(GMT-04:00) Reception & DinnerThe Boathouse | Sponsored by Dimensional Fund Advisors

19oct8:00 am8:45 am8:00 am - 8:45 am(GMT-04:00) BreakfastSponsored by J.P. Morgan Asset Management

19oct8:45 am9:00 am8:45 am - 9:00 am(GMT-04:00) Market & Factors UpdateJohn McDermott, Ph.D., Head of Investments, Symmetry Partners

19oct9:45 am10:15 am9:45 am - 10:15 am(GMT-04:00) 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(GMT-04:00) 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(GMT-04:00) Break

19oct11:00 am11:45 am11:00 am - 11:45 am(GMT-04:00) HNW Solutions - DFA PerspectiveWes Crill, PhD, Senior Investment Director & Vice President, Dimensional Fund Advisors

19oct11:45 am1:00 pm11:45 am - 1:00 pm(GMT-04:00) Lunch

19oct1:00 pm1:45 pm1:00 pm - 1:45 pm(GMT-04:00) 5 Important Questions for Business Owner Clients & Prospects Mitch Kerr, CFA® VP Associate Head of Wealth Advisory , Brinker Capital

19oct1:45 pm2:30 pm1:45 pm - 2:30 pm(GMT-04:00) Fraud Prevention & Cybersecurity Best Practices Patrick Hennessey, CFA®, Director, Business Consulting & Education, Charles Schwab

19oct2:30 pm2:45 pm2:30 pm - 2:45 pm(GMT-04:00) Break

19oct2:45 pm3:30 pm2:45 pm - 3:30 pm(GMT-04:00) Marketing to the HNW Andrea Loin, Associate Director, Marketing, Symmetry Partners

19oct3:30 pm4:15 pm3:30 pm - 4:15 pm(GMT-04:00) Creating an Exceptional Client ExperienceWilliam Chettle, Head of Client Experience & Advisor Services, Symmetry Partners

19oct4:15 pm4:30 pm4:15 pm - 4:30 pm(GMT-04:00) Wrap Up

19oct4:30 pm7:30 pm4:30 pm - 7:30 pm(GMT-04:00) Reception & DinnerHosted by Symmetry Partners
Sponsored by AQR Capital Management

Wes Crill, PhD

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.

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