Kitces said the issue for the conference organizers will be whether they can “maintain the edge and culture of the [PFP] event,” which appeals to “those who are serious about their craft.”
At this year’s meeting, planners could catch sessions from investment luminaries Roger Ibbotson of Zebra Capital Management, Rob Arnott of Research Affiliates and Michael Edesess of the City University of Hong Kong, mixed in with financial planning thought leaders Bob Veres and George Kinder.
The event planners wasted no time packing in dense educational topics. Sessions on health insurance, digital estate planning, diversification and continuity planning began promptly at 7 a.m. this morning.