Summertime at Shadowridge

We’ve been hard at work this summer.  Usually, summers are quiet for us, but this year has been an exception!

In the past few months, Laura has attended the FPA Invest in Women Conference in Dallas where she connected with and learned from fellow women in the industry including Sallie Krawcheck and Carolyn McClanahan.  She also enjoyed enlightening keynote speeches from Marlee Matlin, Valerie Plame, and Jerry Greenfield (of Ben & Jerry’s Ice Cream).  This is an informative and energizing event she plans to return to each year.

Ryan was named to the Board of Directors for NAAIM (National Association of Active Investment Managers).  As a board member, he is responsible for helping to plan the NAAIM annual Uncommon Knowledge Conference and Outlook Conference.  His involvement with NAAIM not only allows him to help the NAAIM members but to also bring a wide array of knowledge to our Shadowridge clients through interacting with some of the top active investment managers in the nation.

And coming up, we have some exciting events in the works.  Laura and Kinley will be at the McClennan Community College Benefits fair this coming October.  Laura will also be attending the Austin area FPA Conference (or “FPACon”) in October.

In November, Laura and Ryan will be traveling to the NAAIM Conference in Chicago.  There, Ryan will be busy with his new Board of Directors duties while Laura will be speaking on a panel about financial planning.

And finally, stay tuned for the unveiling of a refreshed Shadowridge Asset Management website, with a new look and online features.  We hope you will like it!