Institutional Client Summit

Forty Years Forward: Continuing Trust, Expanding Capability

This year marks our 40th anniversary of serving as trusted stewards for institutional advisory clients. To recognize this milestone, our 2026 theme is "Forty Years Forward: Continuing Trust, Expanding Capability", and we are pleased to invite you to join us for our 2026 Institutional Client Summit.

We recently announced that Verus and Cerity Partners have joined forces to better serve our clients. Our Client Summit provides an opportunity to introduce our combined firm and share how this partnership enhances the depth and breadth of our advice.

Join us for two days of engaging dialogue on the challenges and opportunities facing institutional investors today, from private markets and portfolio construction to capital allocation and the global market environment. You will hear from distinguished speakers, connect with colleagues and peers, and share perspectives in a setting designed for thoughtful conversation. We look forward to welcoming you to Seattle this July.

See you in...