Riskalyze Announces the Inaugural Fearless Investing Summit

We're pretty thrilled to reach the next big milestone at Riskalyze, and we're even more excited that we get to bring our incredible customers with us.

Below is the official press release announcing the Fearless Investing Summit on the shores of beautiful Lake Tahoe. We can't wait for you to join us.

–Aaron Klein, CEO at Riskalyze



Riskalyze Announces the Inaugural Fearless Investing Summit October 4-6th in Lake Tahoe

Guest speakers will include entrepreneur and Shark Tank star Daymond John, Super Bowl Champion Joe Thiesmann, Behavioral Finance Expert Dr. Daniel Crosby, and Whose Line is it Anyway? stars Colin Mochrie and Brad Sherwood

AUBURN, CA – March 22, 2017 – Riskalyze announced today that general registration is now available for their first annual Fearless Investing Summit at the Hyatt Regency Lake Tahoe on October 4-6, 2017. Centered around Riskalyze’s mission of empowering the world to invest fearlessly, the three-day event will feature world-class speakers and a diverse array of educational opportunities for advisors.

“From the early days of building the fearless investing movement with our advisors, we’ve experienced demand for a conference to share ideas and best practices,” said Aaron Klein, CEO at Riskalyze. “We’re incredibly excited that the Fearless Investing Summit will deliver a world-class environment to hear from some incredible thought leaders, and gain incredible insights into building and sustaining your business, and delivering great results for your clients. Beautiful Lake Tahoe is the perfect venue to explore what it means to be a part of the fearless investing movement.”

The summit will include captivating keynote addresses by:

Daymond John, famed entrepreneur and star of ABC’s Shark Tank, will engage attendees on next-generation branding and marketing, pulling from his experiences as an entrepreneur and applying it to the financial advisory community.

Joe Theismann, former Washington Redskins quarterback, Super Bowl champion, and member of the College Football Hall of Fame will discuss how to manage and lead change – a theme the industry is experiencing with the DOL and fintech explosion.

• Captivating sessions with industry thought leaders like behavioral finance expert Dr. Daniel Crosby, Joel Bruckenstein, René Nourse, Aaron Klein, Mike McDaniel and more.

Attendees will have exclusive access to summit events including a world-class private beach reception, charity night at the casino, keynote sessions, insightful panels, engaging breakouts, and even a comedy show with performances by Colin Mochrie and Brad Sherwood, stars from Whose Line is it Anyway?

Registration is available online by visiting www.fi2017.com and early bird pricing is now available through the code “EarlyAdopter.”

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About Riskalyze Riskalyze is the company that invented the Risk Number®, which powers the world’s first Risk Alignment Platform, empowers advisors to automate client accounts with Autopilot, and enables compliance teams to spot issues, develop real-time visibility and navigate changing fiduciary rules with Compliance Cloud. Advisors, broker-dealers, RIAs, asset managers, custodians and clearing firms use Riskalyze to empower the world to invest fearlessly. To learn more, visit www.riskalyze.com.


Media Contacts:
FiComm Partners
Jessica Torchia
917-636-4804
[email protected]