The theme of the 2022 Dunham Institute is
Sustainability Not Succession
Join us for the 2022 Dunham Advisory Board meeting in San Diego at the beautiful Andaz San Diego.
President and CEO of Dunham, Jeffrey A. Dunham, will start the Dunham Advisory Board meeting by sharing the firm's initiatives and financials since the Dunham Advisory Board Meeting, as well as his general insights on the financial services industry.
This year, the Dunham Advisory Board meeting will feature keynote speakers that are geared towards helping you take your financial advising business to the next level in order to create the success you want.
Sarano Kelley is the #1 rated industry speaker by the Securities Industry Association Wharton School of Business. He has been a media skills coach for the White House and has had two television shows produced about his and partner Brooke’s groundbreaking results using the process in their bestselling book “The Game: Win Your Life in 90 Days.”
Kelley grew up in a gang-infested neighborhood before attending an Ivy League school at just 16 years old. He began his career on Wall Street at Lehman Brothers, and in his first year he did $400,000 in production. He worked in the office of the largest producer in our industry who at the height of his career completed $80 million in production.
Todd Buccholz has been featured alongside such luminaries as Colin Powell, Michael Porter, and Jeff Bezos. He has been invited to guide corporate and political leaders around the world, from the UK and New Zealand parliaments, to the Mexican and Abu Dhabi stock exchanges, to tech and entertainment firms in Seoul.
As a frequent commentator on the state of the markets, Todd Buchholz brings his experience as a former White House director of economic policy, a managing director of the $15 billion Tiger hedge fund, and a Harvard economics teacher to the cutting edge of economics, fiscal politics, finance, and business strategy. Buchholz is a frequent guest on ABC News, PBS, and CBS, and he recently hosted his own special on CNBC.
Before joining Tiger, Buchholz was President of the G7 Group, Inc, an international consulting firm whose clientele included many of the top securities firms, investment banks and money managers in New York, London, and Tokyo, including Goldman Sachs and Morgan Stanley. His commentaries were closely read by officials at the Federal Reserve, Bundesbank and Bank of England. Buchholz won the Allyn Young Teaching Prize at Harvard and holds advanced degrees in economics and law from Cambridge and Harvard. He was a fellow at Cambridge University in 2009, holds several engineering and design patents and is a co-producer of the Broadway smash “Jersey Boys.”
Speakers to be Announced.
With a variety of experienced thought leaders and industry experts leading this year’s conference, the 2020 Dunham Advisory Board meeting will help you learn new strategies that may help you expand your client base.
The Dunham Institute is an Event You Don’t Want to Miss!
Join us to see where you can take your business!
Important Information for CFP® Certified Registrants
CFP® Continuing Education (CE) credits are available for CFP® Certified Registrants participating in CFP® eligible conference sessions.
