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FolioDynamix 2017 Innovation Xchange

Monday, October 2, 2017 - Wednesday, October 4, 2017

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Event Details

Omni Hotel & Resort Amelia Island Plantation
39 Beach Lagoon Road
Amelia Island Florida 32034
United States

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Organizer: Vickie Nutter
Tel.: 916-288-6404 office
Tel.: 916-549-2136 cell
Email: vickie.nutter@foliodx.com
Web: www.foliodynamix.com


About the Conference

This two-day conference provides clients and prospects with an opportunity to network with peers, vendors, and consultants, as well as discuss current industry topics with FolioDynamix and FDx Advisors investment professionals, meet the money managers currently contracted with FDx Advisors, and preview and discuss the current and future plans of FolioDynamix technology.




REGISTRATION PREFERENCES
Warning: registration for this event has been closed.
Thursday, October 1, 2020
Opening Reception. Experience the native culture and cuisine. Casual beach attire suggested. 6:00 PM - 10:00 PM


I will not be able to attend the Opening Reception  6:15 PM - 10:00 PM

Friday, October 2, 2020
Networking Breakfast 8:00 AM - 9:00 AM

Friday, October 2, 2020
General Session. Looking back 10 years and Defining the Next 10 Years. Joe Mrak and Steve Dunlap, FolioDynamix. Greg Valliere, Horizon Investments 9:00 AM - 11:45 AM

Friday, October 2, 2020
Networking Lunch and Meet the Sponsors. 11:45 AM - 1:00 PM

Friday, October 2, 2020
General Session. Is there a future for Active Management? 1:00 PM - 1:45 PM

Friday, October 2, 2020
Investment Track. The Future of Portfolio Construction Workshop. 1:55 PM - 2:40 PM


Technology Track. The Future of Digital Advice Workshop. 1:55 PM - 2:40 PM


None 2:00 PM - 2:40 PM

Friday, October 2, 2020
Investment Track. Investing for the Future. 2:50 PM - 3:35 PM


Technology Track. Enterprise Tech Stack Workshop. 2:50 PM - 3:35 PM


None 3:00 PM - 3:35 PM

Friday, October 2, 2020
Networking Reception. Savor island cusine inspired by the region's culture and ingredients. Casual attire suggested. 6:00 PM - 10:00 PM


I will not be able to attend the Networking Reception. 6:15 PM - 10:00 PM

Saturday, October 3, 2020
Networking Breakfast 8:00 AM - 9:00 AM

Saturday, October 3, 2020
General Session. Showtime. Preparing for the Spotlight: When it’s time to tell your story to prospective clients. - Gary DeMoss, Invesco. 9:00 AM - 10:00 AM

Saturday, October 3, 2020
Investment Track. Selling Investment Process and Philosophy. 10:15 AM - 11:00 AM


Technology Track. Selling Advisory or Selling Advice. 10:15 AM - 11:00 AM


None 11:15 AM - 11:30 AM

Saturday, October 3, 2020
General Session. What’s next for the world: the advances and stumbling blocks that will emerge in the next 10 years, and how we can navigate them – Alec Ross, New York Times Best-Selling Author & Former Senior Advisor for Technology and Innovation at the State Department. 11:10 AM - 12:30 PM

Saturday, October 3, 2020
Conclusion of conference and prizes presented to game winners (must be present to win). 12:30 PM - 1:00 PM

Saturday, October 3, 2020
Lunch from  1:00 PM

Saturday, October 3, 2020
Book Signing with Alec Ross. from  1:05 PM