Nov 5th-7th, 2019

San Jose Del Cabo, Mexico

Cabo Summit

2019 Recap

"I'm never disappointed with the value of the Fusion conferences. They tend to be very informative and also enjoyable."

"It was beneficial getting to know money managers informally, as well as hearing their presentations. Phil Kosmala's market updates are invaluable. Exciting to get to know Fusion staff and resources better."

"I enjoyed the presentations and interacting with Fusion staff and product sponsors"

This was a very productive event. I got a lot out of it. Fusion updates, future plans, Phil's presentation, networking at the pool - all were very productive.

"The venue was great and there was free time available to actually enjoy the destination."

"I'm not sure how to improve it, we had a great time."

"...this meeting is almost like 3-4 meetings in one for me"

  • 100% of attendees said, based on their experience at the 2019 Summit, they would like to attend attend again in the future.

  • 100% of attendees said the presentations were "extremely" or "very" valuable.

  • 100% of attendees rated the venue as "excellent" or "very good".

More Feedback:

Attendees heard from 8 different speakers, including 3 new presentations from groups who haven't attended in the past.  We were also thrilled to have fan favorite updates from Phil Kosmala, First Trust, and Brookmont. 

This year's Summit included an Open Networking Session, where attendees where able to meet one-on-one with vendors, partners, and Fusion Staff Members to have a more targeted discussions for specific questions. 

The Agenda for the 2019 Summit was different from past years in that the scheduled sessions ended at noon each day.  This allowed attendees to have more time to collaborate with other advisors and vendors, as well as enjoy the venue. 

As always, we used this event to announce a few new releases and upcoming features. Attendees were able to ask questions and provide feedback on some of our new rollouts, including the new Proposal Software and ABP Pricing changes.


Vendor Time

Open Schedule



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