The 2024 Dynasty Investors Forum is set to ReFRAME the conversation around investments, the global economy, and the wealth management industry. Join your Dynasty Community across three days for engaging content, and opportunities to network one on one with your peers.

November 18-20, 2024
The Vinoy Resort & Golf Club
St. Petersburg, FL

ReFRAME
OUR PERSPECTIVES

Insightful sessions covering diverse investment areas in the fast-changing investment landscape with fresh eyes and new strategies. Conversations to include how the election will impact the global economy & disruptive technology, generative AI & more.

ReFRAME
OUR INSIGHTS

In a rapidly changing financial environment, we will have an agenda featuring dynamic speakers addressing investment themes and economic shifts focused on keeping you up to date and ready to make the right decisions for your clients.

ReFRAME
OUR IDEAS

Our Dynasty Community is what sets us apart and innovation is driven through idea-sharing from all of you. The Forum will feature curated networking sessions with industry leaders, Dynasty Executives, and your peers.

ReFRAME
OUR OPPORTUNITIES

Through idea sharing, industry-leading keynotes, and more, you will leave the Investors Forum more informed and ready to bring back new opportunities to your firm to grow your business better and improve the experience for your clients.

Hosted by Shirl Penney, Bob Shea, Tim Oden & the Dynasty Investments Team

  • Shirl Penney

    President & CEO

  • Bob Shea

    Chief Investment Officer

  • Tim Oden

    Executive in Residence

  • Peter M. Greenberger CFA, CFP®

    Senior Vice President, Manager Product Administration

  • Patrick Nerney

    Senior Vice President, Investments

  • Marcus Wilson

    Senior Vice President, Investment Platforms Management

  • John Shahda

    Vice President, Investments

  • Jaycee Kertzman, CFA

    Vice President, Investments

  • Bailee Hill

    Assistant Vice President, Investment Analyst

The Venue

The Vinoy Resort and Golf Club
501 5th Ave NE
St. Petersburg, FL 33701

Registration opens Monday, November 18th at 11:00 AM. Events kick off at 1:00 PM.

Reserving Your Room

Book your room before Friday, October 22 to receive the Dynasty Investors Forum Room Rate, $339 + resort fee and taxes per night.

Space in the room block is limited, so reserve your guest room today!

Book Online

Book by Phone

When booking by phone, mention code DYH to receive the discounted group rate.

Travel

Meals and all experiences will be provided during the Dynasty Investors Forum programming and are noted on the agenda. Attendees are responsible for their own travel and accommodations.