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Event Date | Wed Aug 9 EDT (over 1 year ago) |
Location |
University Club of Chicago
76 E Monroe St, Chicago, IL 60603, US |
Region | Americas |
This event is designed to bring together attendees including the leading RIAs, family offices, Private Banks and high net worth wealth managers from across the region for a day of peer networking and knowledge share.
Our agenda covers asset allocation, alternative investing, asset protection as well as regulatory compliance and an outlook of the financial markets and the global economy. As this event is completely closed-door and invitation-only, it has been designed to enable genuine peer-to-peer learning and networking for the local high net worth community.
ADVISORY BOARDS:
Shari Reiches
Co-Founder and Chief Visionary, Rappaport Reiches Capital Management LLC
Dylan Kremer
Managing Director, Investment Strategy, Cresset Capital
Yussef Gheriani
Director of Investments, Operations, IHT Wealth Management
Saumen Chattopadhyay
Chief Investment Officer, OneDigital Investment Advisors
Jacqueline Campbell
President, Chief Executive Officer & Senior Wealth Advisor, Alexander Legacy Private Wealth
2023 Sponsors
LEAD SPONSORS:
• Calamos Investments
PLATINUMS SPONSORS:
• Cantor Fitzgerald
GOLDS SPONSORS:
• Amundi Asset Management
• Distillate Capital
• LSV Asset Management
• Prospect Capital
• Putnam Investments
SPONSORS:
• Breckinridge Capital Advisors
• Cumberland Trust
• Grubb Properties
• Hines