2016 Annual Client Conference


Our annual client conference brings together money managers, technology partners, the Folio home office team, and our clients for learning, networking, company updates, and some fun.

Highlights of our 2016 event in San Antonio included keynote speaker Rudy Giuliani, a panel on the state of the industry with experts from Nexus Strategies, Beacon Strategies, and Dynasty Financial, and a series of roundtables with our money managers and technology partners. 

Plan to join us in 2017! We’ll be at the Amelia Island Plantation October 2-4. 

 

Image not available

Rudy Giuliani with Joseph Mrak, Chairman and CEO

Image not available

Rudy Giuliani, Keynote Speaker

Image not available

Expert Panel with Mark Davis, Chief Technology Officer

Image not available

Joseph Mrak, Chairman and CEO

Image not available

La Cantera Golf Club

Image not available

Rudy Giuliani with Mark Davis, Chief Technology Officer

Image not available

Rudy Giuliani with Doug Alexander, President - Actua

La Cantera Golf Club
Image not available

La Cantera Golf Club

Image not available

La Cantera Golf Club

Image not available

BBQ Competition

Image not available

Rudy Giuliani with Steve Dunlap, President and COO

Image not available

Joseph Mrak, Chairman and CEO

Image not available

La Cantera Golf Club

Image not available

Jonathan Ferrara hosts a Technology Roundtable

Image not available

FolioDynamix expert panel

Slider

Discussions from Client Conference

 


 
 

Industry Adapting to Times
 


 

Ultimate Impact DOL
 


 

DOL as an Industry
 


 

What Scale Means