June 10 - 12, 2025
The Boca Raton ResortBoca Raton, FL Brent CogginsChief Investment Officer at Triad Wealth PartnersSpeaker
Profile
As CIO, Brent oversees all aspects of investment strategy, asset allocation, portfolio construction, trading and investment platform development for Triad Wealth Partners. Prior to Triad Wealth, Brent was head of both manager research and model portfolio strategy for UMB Bank.
A Kansas City native, Brent graduated from the University of Kansas with a degree in Economics before completing his MBA at the University of Missouri - Kansas City.
Agenda Sessions
Products for Protection – Comparing the Pros and Cons of Buffered ETFs, Covered Calls and Structured Notes
, 2:05pmView Session