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2nd Annual RobustWealth
Digital Advice Conference

Big Sky, Montana | March 18th - 21st, 2018

Register Now

Agenda

Sunday, March 18, 2018

Kick Off Dinner 06:00 pm Huntley Dining Room

  • Welcome!
    Mike Kerins & Rick Frisbie
  • The Race for the Gold!
    US Olympic Team Members

Monday, March 19, 2018

Breakfast 08:30 to 09:30am Jefferson Room

  • The Factors that Really Drive the Markets & their Constituent Securities
    Hunt Cairns
  • The Future of Digital Advice
    Bill Capuzzi & Mike Kerins

Lunch 12:30 to 01:30 pm Jefferson Room

  • Panel: Leaning In...Women In Wealth
    Kimberly Foss, Tanya Steinhofer, Kirsten Ismail & Lauren Stansell
    Moderated by Sue Thompson

Après Ski 04:00 pm M.R. Hummers

Dinner 07:00 pm Huntley Dining Room

  • The Quest for Yield - A Primer on Private Debt
    Chris Aristides
  • Adding Alpha via Asset Allocation in a Beta-driven World
    Tom Wood

Tuesday, March 20, 2018

Breakfast 08:30 to 09:30 am Jefferson Room

  • Bridging the Generational Digital Divide via Wealth-tech
    J.D. Bruce & Alan Moore
  • Disruption-&-Disaggregation in the Digital Domain
    Drew Marcus
  • Alternatives Role as a Portfolio Return Diversifier & Volatility Mitigator
    Justin McEntee

Lunch 12:30 to 01:30 pm Jefferson Room

  • Dauntless or Defensive: Identifying When to Stay Risk On and When to Reduce Risk in Today’s Environment
    Dave Reichart
  • User Experience Design in CRM for Financial Advisors
    John Rourke & Dan Ferranti

Dinner 07:00 pm Huntley Dining Room

  • Technology as a Force Multiplier
    Dan Robinson
  • A View on Innovation & Success from Inside the Valley
    Larry Marcus

Wednesday, March 21, 2018

Breakfast 08:30 to 09:30 am Jefferson Room

  • A Regulatory Perspective on Robo’s
    Luis F. Garcia
Big Sky Montana

Big Sky Montana - Flight Map Guide

Explore Forbes Top Rated Ski Resorts of 2017

Reserve Your Room at The Summit or Huntley Lodge

The Room Block is Sold Out. The Resort is Still Offering the Conference Discount Based on General Availability. Please Call Group Reservations and Mention
RobustWealth to Obtain the Discounted Rate.

Call: (800) 548-4486

Financial Advisor Registration
Includes Meals & Skiing

Register Now

If You Have Any Questions,
Please Contact Us At:

events@robustwealth.com