The MarketCounsel Summit has become the industry’s capstone event each year, bringing together the country’s preeminent independent investment advisors, their service providers, and media. It’s a neutral zone of sorts allowing everyone to come together and join in the critical conversation, engaging dialogue and civilized debate. It’s a venue for the profession’s leaders to escape the office, assess the landscape, and examine the opportunities and threats that lie ahead for independent registered investment advisers, all while working to identify potential areas for improvement. The MarketCounsel Summit has a longstanding legacy of delivering trending and visionary topics led by a faculty of industry thought and organizational leaders and national headliners such as Mark Cuban, Tony Robbins, Eliot Spitzer, Sallie Krawcheck, Christopher Cox, Harvey Pitt, Senator Chris Dodd and Rep. Barney Frank, Jason Zweig, Earvin “Magic” Johnson, Karl Rove, David Plouffe, Rep. Spencer Bachus, Troy Paredes, and Norm Champ.
- This event has passed.