Sunday, February 25, 2018 - Tuesday, February 27, 2018

This meeting’s primary focus will be to address pertinent issues that the consulting industry currently faces. The Consultants Retreat will be comprised of approximately 15-20 consultants and a limited number of money management sponsors. This small target group and the limited number of vendors enable the attendees to get to know each other and allow for detailed and fruitful discussions to take place.

Consultants Attending:

  • CAPTRUST
  • Chartwell Consulting USA
  • Clearbrook Investment Consulting
  • Cliffwater LLC
  • Collins Capital Investments
  • CTC | myCFO
  • Curcio Webb, LLC
  • Kamp Consulting Solutions, LLC
  • Lowery Asset Consulting
  • Mercer Investment Consulting, Inc.
  • PwC (US)
  • USI Consulting Group
  • Willis Towers Watson
  • Wilshire Associates

PDFView Previous Agenda

If you would like any further information on attending this retreat, feel free to contact Rosa McCoy.

Hilton StamfordHilton Stamford Hotel

1 First Stamford Place,
Stamford, CT 06902
Phone: 203-967-2222
Fax: 203-351-1910
Visit the Hilton Stamford Hotel website.

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