The 2024 Investor Symposium
Raleigh, NC | April 24-25, 2024
About the symposium
Join us for an opportunity to connect with Trust Company team members and our partners and connections in the investment space for meaningful dialogue and relationship building. Gain insights into the trends and strategies that have the potential to shape the future of the investment landscape.
Agenda
The Speakers
Jake DeKinder
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As Head of Client Communications, Jake helps develop the messaging and communication strategy for Dimensional’s Global Client Group. In this role, he interacts closely with clients to understand their needs and challenges and best align the resources of Dimensional to produce content and materials that will support clients in their business. Prior to joining Dimensional, Jake owned and operated a restaurant franchise in the Atlanta, Georgia, area.
A CFA® charterholder, Jake earned his MBA and MPA from the McCombs School of Business at the University of Texas at Austin and his BBA from the Goizueta Business School at Emory University.
Mark Roberts
Ironsides Asset Advisors
Whit Edwards
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WORK HISTORY
- Joined Five Points Capital in 2006
- Danaher (Gilbarco Veeder-Root)
- FairPoint Communications
- Bowles Hollowell Conner
EDUCATION
- MBA from the University of Virginia Darden School of Business
- BA in economics from the University of North Carolina at Chapel Hill
PORTFOLIO COMPANY EXPERIENCE
Ad.net, ARC Health, Avantus, BioDerm, Blake & Pendleton, Corsica Technologies, Executive Information Systems, Fertility Specialists Network, GPSTrackit, The Industrial Service Group, Rhodian, T-BEV, The Winebow Group, Westwood Laboratories, Inc.
Jennings Glenn
Kane Realty
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Jennings is the Chief Financial Officer for Kane Realty. He joined KRC in 2005 and oversees financial strategy, planning, and coordination among all of the financial disciplines of the company.
Prior to joining Kane Realty, Jennings was the Controller for Southern Industrial Constructors, Inc. in Raleigh, where he was responsible for all aspects of accounting and financial reporting. Preceding his time with Southern Industrial, he worked as a Senior Associate at PricewaterhouseCoopers LLP in Raleigh and as an Associate with Blackman & Sloop CPA’s P.A. in Chapel Hill, North Carolina.
Jennings is a member of several professional associations, including Urban Land Institute, National Association of Industrial and Office Parks, The International Center of Shopping Centers, and the Regional Transportation Alliance.
Register Now
Spaces are limited, secure your spot by registering early. Questions? Email events@trustcompanyofthesouth.com
Watch the Highlights from the 2023 Symposium
In the first session, Bill Noble, AIF, Director of Client Relations and Development at Trust Company of the South, kicks off the Symposium by providing an insight look at Trust Company’s investment process and how they strive to serve as expert stewards and fiduciaries for client families.
During the second session, a panel of experts engaged in conversation about how Trust Company implements investment strategies for client families to explain better what Trust Company does, how they do it and why.
To bring the Symposium to a close, Bill returns to the stage with Weston Wellington, vice president at Dimensional Fund Advisors, to take a deep dive into investor behavior and the role it can play in an investor’s success, or lack thereof, with their portfolios over time.