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 Stop By and See Us!

Find out more about what we have to offer, and get to know our team.  First Rate personnel will be on hand to answer your questions and discuss the issues you face at these upcoming events.


Industry Wide Events
 

SunGard Annual Wealth Management Summit
September 10 - 13, 2008
San Antonio, TX

FRA 7th Annual Managed Accounts & UMA Summit
Sept. 24 - 25, 2008
Las Vegas, NV

2008 Managers' Forum Pohl Consulting & Training
Robert H. Frank & Associates
Sept. 28 - 30, 2008
Naperville, IL      

FRA’s 2008 Wealth Management Business Operations Summit
November 17-18, 2008

Miami
, FL

 

 


Industry Wide Events

  The Spaulding Group
http://spauldinggrp.com/2007TSGeventscalendar.htm
November 12, 2008
Performance Measurement Forum (Europe) Amsterdam, Holland

November 18, 2008
Trends in Attribution Symposium (TIA) Philadelphia, PA (USA)

December 3, 2008
Performance Measurement Forum (North America) Orlando, FL (USA)

CFA Institute
http://www.cfainstitute.org/memresources/conferences/index.html

September 4-5,  2008
New York, New York, USA
Concentrated Stock Management Workshop

September 26, 2008
London, United Kingdom
XBRL for Investment Professionals

October 6-7, 2008
Newport Beach, California, USA
Fixed-Income Management 2008

November 18-19, 2008
Atlanta, Georgia, USA
Asset Allocation for Private Clients


Financial Research Associates, LLC
http://www.frallc.com/calendar.aspx

November 17-18, 2008
The Business of Managing Wealth Summit
The Doral Golf and Spa Resort

November 13, 2008
Hedge Fund Risk Management
The Helmsley, New York City

 

   

 

 

Prior First Rate Events Photos

 

2008 Events
Performance Conference - March 26-28, 2008
 

2007 Events
First Rate Relocates to Larger Campus - August 23-28, 2007

Performance Conference - March 26-28, 2007

2006 Events 
Performance Conference - March 27-29, 2006

 

"We are dedicated to being the best partner that you have ever worked with by providing you a level of service and expertise that is truly unique in the industry.”

– David A. Stone, President, First Rate

If you’d like to arrange a private meeting with First Rate personnel during any of these events, contact First Rate Sales at 888.393.RATE (7283), info@firstrate.com.