2024 Garrett Retreat

Get to know other attendees at the beginning of the conference in a fun (and efficient) way!

Financial science and our understanding of what drives asset prices have evolved considerably. The implications on the financial services industry have also been significant, including the introduction of passive index funds, single-factor and multi-factor strategies. Recent studies have highlighted that the rise in indexing has been driven by asset class segment, or non-total market index funds.

While index-based strategies offer transparency in exposures, any non-total market index involves active decision making in both design and ongoing execution.

During this session attendees will:

-Examine some of the similarities and differences in how indices define asset classes and manage reconstitution
-Contemplate whether factor-building has been overdone, and examine the risks of becoming too factor focused
-Highlight some of the constraints these decisions can place on index trackers
-Propose how a systematic approach can deliver benefits commonly associated with indexing while removing artificial constraints.

Bryn will provide a comprehensive overview of 529 plans and facilitate a conversation on how advisors can use a 529 plan to connect with clients.

Grab your lunch and head to one of the concurrent sponsor educational sessions.
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Capitalism, Entrepreneurship, and Innovation create a unique investment opportunity in a Secured and Collateralized Portfolio. With a minimum $50,000 investment, Accredited Investors enjoy a product with unparalleled flexibility, a liquidity option with no attack on principal, and can choose durations from one to five years; each duration offers fixed interest rates of up to 10.25%.  Investors who start with shorter durations have options to roll to longer investment durations offering higher interest rates.  Yrefy is available to Independent RIAs. Learn more at www.investyrefy.com to experience the investment simulator and much more.

Yrefy is the only company with a solution to fix the Student Loan Crisis. Variable interest rates, inflation, and countless other circumstances have caused Borrowers and Co-Borrowers to slip into default on their Private Student Loans.

Because Private and Federal Student Loans are bankruptcy remote, until Yrefy, there was one path to fix the situation: the destruction of their credit score resulting in damaged relationships followed by lenders moving towards legal judgment and garnishment of wages.

Yrefy has created a way for Borrowers and Co-Borrowers to pay their distressed Private Student Loans back with dignity. By creating a custom-tailored, thoughtfully underwritten loan built around the Borrower’s ability to pay, Yrefy has an impressive seven-year track record of success stories, building a Win for Borrowers, Investors, and the existing lender.

Grab your lunch and head to one of the concurrent sponsor educational sessions.

Is Today's Reverse Mortgage safe and affordable? What effect does a reverse mortgage have on other assets? Let's take another look at Today's Reverse Mortgage and find out.