“An investment in knowledge pays the best interest.”

“An investment in knowledge pays the best interest.”

Annual Client Dinner

Friday, July 21th 2017
Mohegan Sun Casino and Resort

1 Mohegan Sun Blvd, Uncasville CT
Conference Center Salon D

Arrival 6pm, dinner and discussion 6:30-7:30pm
Open bar 6pm – 10pm
Dancing and socializing until 11pm

Dinner options:

Pan Seared Salmon with lemon broccolini, confit lemon and chive risotto

Statler Breast of Chicken with broccolini, creamy polenta, au poivre sauce

Club Cut 12 oz Sirloin with asparagus, sautéed sweet onions, crimini mushrooms, and roasted fingerling potatoes

Please provide your dinner selection with your RSVP

Meet our sponsors and partners:

Fidelity, Ward Brokerage, Hartford Funds, Resource Realty, Jackson National, Franklin Square, Griffin Capital, Sierra Funds, Moody National, Northstar, Salient Partners, Swan Global Investments, Dreyfus Funds


To RSVP or for more info, please contact Catherine at 860.218.2048


You Are Invited

Dear Friends,

Summer is coming, and with it our Annual Client Dinner. I’m very pleased to say this year’s event will be held at Mohegan Sun Resort and Casino, both to accommodate our friends on the east side of Connecticut, but also for a change of scenery.

Each summer we host this dinner as a way to communicate updates and ideas, but also for clients and friends to interact together. It’s one thing to meet with your advisor at your kitchen table. It’s quite another to talk with 200 other clients about their thoughts and ideas. We believe that interacting in this way together once a year is an important part of the experience of working with us.

With a wild year of unexpected outcomes and continued drama, we’re excited to have our friend Dr. Ben Hunt as our keynote speaker this year. Dr. Ben Hunt is the chief investment strategist at Salient Investment Partners and the author of Epsilon Theory, a newsletter and website that examines markets through the lenses of game theory and history. Over 100,000 professional investors and allocators across 180 countries read Epsilon Theory for its fresh perspective and novel insights into market dynamics. You can view his writings and learn more at http://www.salientpartners.com/epsilon-theory/

As usual I’ll first provide an overall brief market update. I’ll do my best to share compelling and interesting highlights, but also to keep it short and move quickly to our keynote speaker, as well as the socializing and networking afterwards.

An open bar will be available from 6pm to 10pm with cash bar available afterwards, and our good friend DJ Rob and his Intellibeam lighting kit will keep the party going. But unfortunately, due to smoking regulations at the conference center our friends from the Cigar Shop will not be attending.

For those who wish to stay over we’ve reserved a discounted block of rooms at the Mohegan Sun Hotel. Please let us know if you’d like to reserve a room when you RSVP and we’ll help you find the Valark online reservation page.

If you can’t attend the dinner but want to see the presentations, this year we’re taking a giant step into the present and broadcasting the presentations on Facebook Live! Please look for the Valark Financial page on Facebook and friend us there – not only for the video stream, but also for routine timely updates and articles of interest.

Please join us Friday July 21, 2017 for a great night out! You’ll have a chance to meet our team, talk with our business partners, and learn from the people in attendance. Enclosed is a flyer with more information.

You should RSVP early as reservations are required and space is limited! When you RSVP please be sure to let us know your dinner choice and if you’ll need accommodations for overnight.

To reserve your seat contact our Operations Manager Catherine Coburn at 860.218.2048, or via email at Catherine.Coburn@Valark.com. If Catherine isn’t available, any of our staff can take your reservation information.

As always, your guests are welcome – – and encouraged!! We look forward to seeing you soon!

Discounted Reservations

To make discounted reservations for the event at the Mohegan Sun Casino and Resort, click here.