May 23, 2022
2022 Conference Program Thursday, August 11, 2022 Time: 6:30pm Stevenson Patio Meetup We start our Roundup this year by gathering at the Stevenson College Patio to mingle, have a light buffet dinner, introduce ourselves, and then debate “The Question”. The first...
Apr 1, 2021
2021 Speakers Adam Schickling, CFA® Economist Adam Schickling is an economist in Vanguard Investment Strategy group. He has coauthored research on topics including productivity, demographics, labor markets, and China’s economy. He’s been with Vanguard 9 years and...
Apr 1, 2021
2021 Conference Program Thursday August 5, 2021 Virtual (Via Zoom) Koi Pond Gathering Traditionally, we start our Roundup each year by gathering at the Koi Pond to mingle, introduce ourselves, and then debate “The Question”. The first evening is an excellent...
May 21, 2020
2014 Conference Program Friday, August 15, 2014 8:30am to 10:10am Liabilities-Side Gamma: The Next Frontier? Speaker: Don St. Clair The services of most financial planners typically extend well beyond our client’s investments. Yet the value of those services is most...
May 21, 2020
2015 Conference Speakers Daniel Fortuno President & CEO, Benefits Education Center As President and CEO of Benefit Education Center, Daniel has exemplified his expertise and innovative approach to the complexities of the private and public benefit’s world to...
