Join 3EDGE Asset Management in Lehi, Utah
Thursday, February 22, 2024
Hyatt Place – Lehi, UT
8:00 AM – 1:00 PM
Join us and a select group of financial advisors in Lehi, UT, for the 3EDGE Financial Advisor Forum 2024.
This exclusive half-day event will feature:
- Rick Capozzi: Internationally recognized author and financial consultant. President, Capozzi Advisory Group
- Tim Holland: Chief Investment Officer - OCIO of investment titan Orion
- Fritz Folts: Chief Investment Strategist of 3EDGE Asset Management
- Steve Cucchiaro: ETF pioneer. CEO & CIO of 3EDGE Asset Management
The full agenda for the event and an RSVP form can be found below. Reservations are HIGHLY encouraged.
8:00 AM – 8:30 AM
8:30 AM – 8:45 AM
8:45 AM – 9:45 AM
9:45 AM – 10:00 AM
10:00 AM – 11:00 AM
11:00 AM – 11:45 AM
11:45 AM – 1:00 PM
3EDGE Financial Advisor Forum 2024
Registration, Buffet Breakfast and Coffee
Welcome Fritz Folts–Managing Partner & Chief Investment Strategist, 3EDGE Asset Management
Capital Markets Outlook Steve Cucchiaro – CEO & Chief Investment Officer, 3EDGE Asset Management
Practice Management Growth Mindset for Advisors – Rick Capozzi – President, Capozzi Advisory Group
Investment Keynote: Market Outlook 2024 Tim Holland – Chief Investment Officer - OCIO, Orion
Working Lunch - Investment / Practice Management Roundtable and Advisor Q&A
Moderator: Fritz Folts Panel: Steve Cucchiaro, Tim Holland, Rick Capozzi
President, Capozzi Advisory Group, LLC
Rick is President of Capozzi Advisory Group, LLC, a boutique consulting and training firm. He is an internationally recognized speaker, consultant, and the author of The Growth Mindset – How Growing Your Business Starts with The Right Mindset! As an entrepreneur, Rick has created and delivered his unique presentations to financial professionals throughout North America, Europe, Asia, Australia, and the Middle East and has helped tens of thousands of financial professionals around the world become more successful in growing their practices.
Stephen J. Cucchiaro
CEO & Chief investment Officer, 3EDGE Asset Management
In his over 35 years of studying the global capital markets and managing investment portfolios, Steve has become known for using proprietary investment research methods including the application of concepts from system dynamics, complexity economics, artificial intelligence and machine learning to analyze the global capital markets. Steve founded and served as President & Chief Investment Officer of Windward Investment Management Inc., which was acquired by Charles Schwab in November 2010. At the acquisition, Windhaven Investment Management continued the business of Windward. Steve left Windhaven in June 2014 and he and his Partners founded 3EDGE Asset Management in late 2015.
Steve has appeared on Bloomberg TV and Radio, CNBC, Consuelo Mack’s Wealth Track and the Nightly Business Report, and has been quoted in The Wall Street Journal, Barron’s, The Financial Times, Forbes and BusinessWeek. He earned an SB in Mathematics from M.I.T and an MBA in Finance from the Wharton School at the University of Pennsylvania. During the late 1970s, Mr. Cucchiaro was a member of the U.S. Olympic Team in yacht racing, was the national champion of his class in 1978, and was a Gold Medalist in the 1979 Pan American Olympic Games. He serves on the Board of Directors of the Institute for Health Metrics and Evaluation (IHME) and is a member of the M.I.T. Sloan Finance Group Advisory Board.
Chief investment Officer – OCIO, Orion Advisor Solutions, Inc.
Tim Holland is the Chief Investment Officer – OCIO, where he consults with Orion’s largest customers growing their firms through Orion’s OCIO services. He joined the Brinker Capital team as the Global Investment Strategist in 2017 and was named Chief Investment Officer following Orion’s merger with Brinker in 2020. In the CIO role, Tim had responsibility for the investment management and strategies for Orion Portfolio Solutions and Brinker Capital Investments.
Tim has over 20 years of investment experience. Prior to joining Brinker Capital, Tim was a Portfolio Manager at TAMRO Capital Partners, where he directed overall portfolio construction on two long-only, US equity strategies based on fundamental company and industry analysis and understanding the potential impact of economic, industry, and political trends on portfolio holdings. Prior to TAMRO, Tim was employed as an Equity Analyst at Manley Asset Management, a long/ short hedge fund firm.
DeFred "Fritz" Folts
Chief investment Strategist, 3EDGE Asset Management
Mr. Folts served with Steve Cucchiaro for over 11 years on the investment committees at both Windward and Windhaven Investment Management, Inc. Most recently, he was the Chief Investment Strategist at Windhaven Investment Management. After the acquisition of Windward by Charles Schwab, Mr. Folts was responsible for the distribution of Windhaven’s investment solutions throughout the entire Charles Schwab nationwide retail branch network. He and his team raised over $15 billion in new assets under management. Prior to joining Windhaven, Mr. Folts was co-founder and served as President of Saugatuck Securities, a registered broker dealer firm which provided investment banking and capital raising services to hedge fund and private equity firms.
Mr. Folts began his career at The Boston Company, where he served as Vice President and Director of Global Funding for the then newly formed Boston Safe Deposit & Trust Co., (U.K.) Ltd., in London, England. Mr. Folts received his BA with a major in Political Science from Connecticut College and his MBA from IESE (Instituto Estudios Superiores de la Empresa), a bilingual Spanish - English MBA program in Barcelona, Spain. He is the former Chair of the Board of Trustees at Connecticut College and now serves as an Emeritus Trustee. Fritz currently serves on the Investment Committee for the Connecticut College endowment fund. He also serves on the Investment Committee for the Umbrella Center for the Arts in Concord, MA. Mr. Folts also serves on the U.S. Advisory Council for the IESE Business School in Barcelona, Spain. Fritz and his wife Cathy live in Concord, Massachusetts.