Join Us at our 2017 Squaw Valley Wealth Management Conference

RobustWealth and Roofstock will be co-hosting a Wealth Management Conference in Squaw Valley, California. This three day event is sponsored by BlackRock and will feature speakers addressing a variety of topics regarding wealth management. From February 26th to 28th, we invite you to join a group of highly qualified advisors as they partake in workshops, discussion and of course, skiing. USA Today voted Squaw Valley the best ski resort in North America, and they received over 26 feet of snow this January. Don’t miss this unique experience; REGISTER NOW to secure your spot – space is limited.

Here is a preview of what you can expect to hear from our speakers:

  • From RobustWealth, the means to scale your business to new heights by-way-of an automated portfolio management platform engineered exclusively for advisors.
  • Roofstock, which is the first online marketplace created exclusively for investing in leased single-family rental homes that generate cash flow day one, will host an exciting discussion about their cutting edge program, that will be available on the RobustWealth platform.
  • Many advisors and clients have expressed concern that they are not getting true ESG from their portfolios, and Etho Capital will talk about how they ensure its delivery, while also having experienced strong investment performance results.

Speakers will include Gary Beasley and Gregor Watson of Roofstock, Rick Frisbie, Mike Kerins and Robert Cavallaro of RobustWealth, Daniel Robinson and JT Holmes, Conor Platt of Etho Capital, Priya Malani of Stash Wealth and Susan Athey from the Stanford Graduate School of Business.

FOR THE DETAILED AGENDA, VISIT OUR EVENT PAGE HERE.

Gary Beasley

Gary Beasley

CEO & Founder

Gregor Watson

Gregor Watson

Chairman & Founder

Rick Frisbie

Rick Frisbie

CEO

Mike Kerins, CFA, FRM

Mike Kerins, CFA, FRM

Founder & COO

Robert Cavallaro

Robert Cavallaro

CIO

Daniel Robinson

Daniel Robinson

JT Holmes

JT Holmes

JT Holmes

Conor Platt

JT Holmes

Priya Malani

JT Holmes

Susan Athey

 

Please refer to www.robustwealth.com disclosures. Views are only opinions and not guaranteed to be accurate.