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The Riskalyze Fearless Investing Summit Returns

Category: Press Release

The Riskalyze Fearless Investing Summit Returns Live In-Person, Late September 2021: Event Features Industry-Best Refund Policy

AUBURN, Calif.–(BUSINESS WIRE) (original press release here) — Riskalyze, the company that serves tens of thousands of financial advisors with risk, analytics and trading, today announced the return of its Fearless Investing Summit in Palm Springs, California, from September 29th through October 1st. The 2021 Fearless Investing Summit will take place at the Hyatt Regency Indian Wells, a luxurious 45-acre resort in Coachella Valley, and will offer an unprecedented, industry-best, ‘no questions asked’ refund policy, enabling all registrants to attend fearlessly.

Throughout this action-packed, 3-day event of keynotes, panels and educational breakout sessions, our 700 financial advisor attendees will have the opportunity to learn from a best-in-class industry speaker lineup, including Stephanie Bogan, Eric Clarke, Bill Crager, Craig Iskowitz, Michael Kitces, Shannon Saccocia and many more.

Attendees will also take in insights and inspiration from two great keynote speakers who have built their careers outside of the advisory profession.

Carey Lohrenz: Former lieutenant in the U.S. Navy who was the first female naval aviator to fly the F-14 Tomcat in the U.S. military and author of the Amazon bestseller “Fearless Leadership: High-Performance Lessons from the Flight Deck.”

Billy Beane: Executive Vice President of Baseball Operations for the Oakland Athletics who is best known for using data to drive baseball decision making, which was the subject of the best-selling book “Moneyball: The Art of Winning an Unfair Game” by Michael Lewis, along with the box office hit film “Moneyball” starring Brad Pitt.

“After holding last year’s advisor event virtually, we could not be more excited to reunite with the advisors we love to serve, along with our partners and friends in the industry, to provide a unique, educational and empowering experience for all,” said Aaron Klein, CEO at Riskalyze. “At Riskalyze, we take great pride in fostering a community of knowledge-sharing and relationship-building across our profession, and this event, now in its fourth year, allows us to put that on full display.”

“Collaborating and sharing ideas with the financial advisor community is the engine that powers innovation at Riskalyze,” said Lori Hardwick, Chairman at Riskalyze. “This year’s lineup of speakers brings together an incredibly powerful set of ideas and conversations that will be unmatched for a conference in 2021.”

Riskalyze understands that the COVID-19 pandemic is far from over, but we’re betting on America, and believe that by the third quarter of 2021, there will be an effective national vaccine program in place, in addition to rigorous testing and safety protocols.

Providing a safe and clean environment for our attendees is always a top priority, and this year we’re building on that commitment, partnering with Hyatt and their industry-leading approach for cleanliness and well-being, scheduling multi-shift — often hourly — sanitization of high-traffic areas, adding hand sanitizer stations, and coordinating with the Palm Springs Health Department. In addition to creating an environment in which our customers, employees and investment professionals can attend fearlessly, we’ve also enacted the industry’s best cancellation policy by allowing registration fees to be 100% refundable — in cash — up to 90 days before the event, and as a voucher to apply to any future Riskalyze event up to the day the event begins.

Riskalyze is bringing back its famed nightly entertainment at this year’s Fearless Investing Summit, including a vintage Hollywood poolside soiree sponsored by Redtail Technology, improv performance from “Who’s Line Is It Anyway?” stars Colin Mochrie and Brad Sherwood, dueling pianos, and a charity casino night.

Interested attendees can learn more and register by visiting riskalyze.com/fearless, in addition to recaps from previous Summits.

About Riskalyze Riskalyze is the company that invented the Risk Number®, which powers the world’s first Risk Alignment Platform and was built on top of a Nobel Prize-winning academic framework. Advisors, broker-dealers, RIAs and asset managers use the Riskalyze platform to create alignment between clients and portfolios, leverage sophisticated analytics to increase the quality of their advice, automate trading and client account management, and access world-class models and research in the Riskalyze Partner Store — all with the mission of empowering the world to invest fearlessly. To learn more, visit www.riskalyze.com.

About Redtail Technology Founded in 2003, Redtail Technology is a leading provider of web-based Client Relationship Management (CRM), compliant text messaging solutions (Redtail Speak), paperless office, and email archiving solutions in the financial services industry. The company is dedicated to helping advisors efficiently grow their firms by providing them with the core technologies that drive their day-to-day operations, offering low cost and easy to implement applications and integrating with many of the industry’s most widely used applications. As a pioneer in the financial technology industry, Redtail is committed to providing advisors exceptional customer service and strives to contribute in meaningful ways to its local communities in CaliforniaArizona and Georgia. For more information, visit www.redtailtechnology.com.