Event Listings

AITCO 2007 Executive Retreat
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Featured Speakers and Topics

 Efficient Market Investment Principles
 
Scott A. Bosworth, Dimensional Fund Advisors

 

 Expanding Client Rleationships with 13 Wealth Management Issues
 Daniel Smith, Cannon Financial Institute

 

Wealth Management Platform
Bill Smith, Trust Company of the South

Larry Preston, Tri-Star Trust Co.

 

Legal-Regulatory Update
Eugene F. Maloney, Federated Investors

 

Client Surveys—Do They Work?

Greg Osko, Trust Company of Illinois

Daryl Craft, Gtrust

How To Become a Rainmaker

Matt Oechsli, Oechsli Institute

 

What to Expect From Your Board

Tom Blank, Shumaker, Loop & Kendrick

Jim D'Amico, Genesee Valley Trust Co.

 

Featured Sponsors

Masterpiece Sponsor

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Gold Sponsors

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Silver Sponsors

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Bronze Sponsors

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Association of Independent Trust Companies (AITCO)
8 South Michigan Avenue - #1000
Chicago, IL 60603
Telephone 312-223-1611   Fax 312-580-0165
Email:  aitco@gss.net
www.aitco.net

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