Jun 29, 2021 / NTS GMT
Brian Shipman -
Good morning, everyone, and welcome to Envestnet's first ever Investor Day. My name is Brian Shipman, and I recently joined the company as the Head of Investor Relations.
I'll begin this morning by highlighting our cautionary statement on the current slide, which explains the risks of forward-looking statements and the use of non-GAAP and pro forma financial measures in the slide presentation and in today's discussions. Please also refer to our most recent Forms 10-K and 10-Q under the heading Risk Factors for a discussion of factors that could cause actual results to differ materially from those in our forward-looking statements. In addition, please refer to our appendix in our slide presentation for a reconciliation of our non-GAAP measures to the most directly comparable GAAP measures, which is posted to the Investor Relations section of our website, envestnet.com.
Today's session will begin with our Chief Executive Officer, Bill Crager. Bill will describe his vision for The Intelligent Financial Life, and he will discuss how Envestnet is building the ecosystem for financial
Envestnet Inc Virtual Investor Day Transcript
Feb 10, 2024
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