Sunday, September 17, 2017 - Tuesday, September 19, 2017

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:

  • Dahab Associates
  • Fund Evaluation Group
  • Kamp & Associates
  • Lowery Asset Consultants, LLC
  • Mercer Investment Consulting, Inc.
  • Towers Watson Investment Services, Inc.

PDFView Previous Agenda

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

oceancliffOceanCliff Hotel

65 Ridge Road
Newport, RI 02840
Hotel Direct: 401-841-8868

Visit the OceanCliff Corporate Events website

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