The Conference
Austin Central Library
710 W Cesar Chavez St
Austin, TX 78701
1 & 2 March 2023
8:30 am
Sage Advisory will host its biennial conference on March 1 and 2 in our hometown of Austin, TX. We hope you will join us for this exciting two-day event featuring a number of thought leaders who will speak about geopolitical events, investment strategy, risk management, retirement policy and issues, women and investing, and sustainable investing, among other topics. Attire for this event will be business casual.
The Art of Storytelling
An Evening with Bruce Robison
The Riley Building
March 1 at 6pm
During dinner on March 1st, Bruce will take us on an interactive musical journey celebrating “The Art of Storytelling.” As Bruce has said, “Writing is where it all starts for me. Whether it’s my writing, or songs I want to do with somebody else. I love the mechanics of it; how simple it can be.”
About Sage
A Lasting Legacy
At Sage, we’ve sought often-overlooked, leading-edge solutions since we opened our doors decades ago, keeping the needs of our clients above all. This started by centering on liability-based asset management to serve clients’ fixed income needs. Through decades of market cycles and volatility, we secured consistent performance with traditional fixed income instruments.
When clients asked us for equity alternatives, we identified Exchange Traded Funds as a critical part of the future investment landscape — and we were right. Today, we’re one of the largest tactical ETF managers in the country, serving the unique needs of institutional and private clients alike.
2
Days
Speakers
10
This program is eligible for 9 hours of CE credit from each of the following organizations: Broadridge Fi360 Solutions, Investments & Wealth (formerly IMCA), and CFP Board. Fi360 Solutions includes CE for AIF®, AIFA® and PPC® Designees, and Investments & Wealth Institute has accepted this program for 9 hours of CE credit towards the CIMA®, CPWA®, CIMC®, and RMA® certifications.
