Crestone hosted its 20th Annual Investment Conference virtually for clients on November 4, 2021. The conference featured renowned investment managers and thought leaders, and clients gained insight to their investments, Crestone, and more. This annual conference is one of the most transparent and informative investment-focused conferences in the industry.

As stated by Matt Wiles, COO of Crestone Capital, “The goal of this conference is to update you [Crestone clients] on what we’re thinking and feeling, as well as introduce you to your incredible investment managers and team members.”

The conference kicked off with a firm update from Jeff Burney, CSO, and Matt Wiles, COO of Crestone and Eric Kramer, CEO and CIO of Crestone Capital presented on the current investment landscape.

This year’s conference included guests speakers Nigel Morris, Co-Founder and Managing Partner of QED; a China Panel with Judith Li of Lilly Asia Ventures, Frank Ding of FountainCap, Xiaohong Chen of H Capital, and Tommy Yip of Unicorn Capital Partners; Mitchell Green, Founder and Managing Partner of Lead Edge Capital and Trina Spear, Co-Founder and Co-CEO of FIGS.

The conference also featured an Investment Research Panel of Crestone team members Michael McGowan, Abby Barlow, Miles Cooke, Justine DeCoste, and Lindsay Searer. The panel discussed insights into Crestone’s highly selective approach to investing.

Click here to view highlights from this year’s 20th Annual Investment Conference.