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EPC Forum 2013 (1)



investment testimonials

"Great opportunity to meet accomplished investment manager and other investors, and learn from presentations well-aligned with our interests as investors and architects of our families' long-term investment plans."


14 January 2020

Arboretum Capital Management
Founder/Principal


Private Wealth Management Summit Fall 2019


"lots of good information across many different investment strategies"


28 December 2019

First Trust
Client PM


Private Wealth Management Summit Fall 2019


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