Las Vegas, Nevada - October 29, 2007 -- Marking the 20th anniversary of Schwab Institutional, every advisor of the firm attended the four-day event held at the Mandalay Bay Hotel in Las Vegas. The annual event is the largest of its kind in the industry and attracted over 3,800 registered investment advisors from across the country. The educational content covers virtually every area of importance for the industry such as investment management, compliance, technology and practice management. It offers continuing education for both certified financial planners and certified public accountants.
“This my third year attending the event”, said Rafael Velez, Managing Director at Summit Financial Advisors. “Schwab continues to demonstrate why they are the industry leader in custody for Registered Investment Advisers. This event provides a wonderful opportunity for our advisors to network with leaders across the industry…to help us as we strive to improve our expertise, knowledge and methods to better serve our clients.”
The most notable sessions attended were:
Discussions with Steve Wynn (CEO, Mirage Resorts), Charles Schwab (Founder, CEO and Chairman of the Charles Schwab Corporation), Fareed Zakaria (Editor, Newsweek International and Commentator, ABC News), Dr. Chip Heath (Stanford University, Author of Made to Stick, Why Some Ideas Survive and Others Die) and Bono (Lead Singer of U2 and founding member of groups dedicated to fighting AIDS, poverty and other global problems).
The evolution of indexing from cap-weighted to fundamental indexing with Nobel Prize Winner, Dr. William Sharpe (Stanford University) and Dr. Robert Sharp (Research Affiliates).
An examination of different approaches to global investing with a panel including Jon Hilsenrath (Wall Street Journal) and Portfolio Managers Jean-Marie Eveillard (First Eagle Funds) and Mark Yockey (Artisan Funds).
How to enhance performance through Strategy Based Investing (SBI) with Dr. Tom Howard, CEO, AthenaInvest and Craig Callahan, President of Icon Advisers.
Insights into Decision Making by examining Behavioral Finance including loss aversion, passivity and myopia with Dr. David Laibson of Harvard University.
The “Private Market Value with a Catalyst™” investment process with world renowned portfolio manager, Mario Gabelli.
Helping fiduciaries be models of ethical behavior by creating practices to serve clients by Donald Trone, CEO of Fiduciary360 which coordinates the Foundation for Fiduciary Studies.
About Summit Financial Advisors:
Summit Financial Advisors, LLC is a SEC Registered Investment Adviser providing private account and wealth management services to clients in Northern California and across the country. Founded in 1998, the firm combines a total wealth management approach to financial planning strategies with a disciplined asset management program. Customized financial planning strategies and investment portfolios are constructed to each client’s unique situation. With offices in San Mateo, California and Portland, Oregon, Summit Financial Advisors manages over $500 million in assets.