What is next in the service of advisors, customers, and enterprise wealth firms?


Location: Hotel Clio, Denver, CO

Typical Attendees: Leaders tasked with supporting Investment Management and Policy 

The Investment Roundtable is our annual foray into the foundational eco-system the actual investment. We delve into the breadth of investment products, how firms are enabling their advisors to use those products to meet the investing needs of their customers, and how to enable oversight of those products aligning to the best interests of the investor customer. 

How do we do this? We weave together case studies, community questions, breakout sessions, and partner thought leadership. Beyond, we bring our groups together for a family type experience that results is rich dialogue and deep long-term friendships. 


This year, initial thinking is that we will explore:

  • The product shelf: effective management, due diligence, and curation.  
  • Investment Platforms are the norm - how can additional value be drawn? What do those platforms need that they do not have? How can the use experience be enhanced? 
  • The expanding definition of an investment product: some of the new and highly effective products that add value and can reduce risk. 
  • Advisor as Portfolio Manager? Is this a good practice? Does this leave the enterprise wealth firm exposed? 
  • The Wish List