Moving the Needle: Finding the Returns Your Clients Need

Over the course of this day and a half program, investment decision-makers from the nationís leading RIAs will explore the risks and rewards of the investment opportunities on offer to help them achieve the investment returns their clients need.

Advisory Board

Carl Choy, Principal, CKW Financial Group
Mark Eshman, Chairman and Chief Investment Officer, ClearRock Capital
David H. Diesslin, Chairman and Chief Executive Officer, Diesslin & Associates, Inc.
Colin Higgins, President and Portfolio Manager/Research Analyst, Golub Group, LLC
Alan Zafran, Partner, Luminous Capital
Lon Morton, President & Chief Executive Officer, Morton Capital Management
Susan S. Morse, Senior Advisor, Mosaic Financial Partners, Inc.
Bruce Brugler, Managing Director, Presidio Group LLC
Kreighton Bieger, Portfolio Manager, Sargent Bickham Lagudis
Eric Thurber, Managing Director, Three Bridge Wealth Advisors