Four Seasons Hotel Chicago
Four Seasons Hotel Chicago, 120 E Delaware Pl, Chicago, IL 60611, USA

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Event Date Tue Apr 5 CDT (in 2 months)
In your timezone (EST): Tue Apr 5 1:00am - Tue Apr 5 1:00am
Location Four Seasons Hotel Chicago
120 E Delaware Pl, Chicago, IL 60611, USA
Region Americas

More details coming soon.


2022 Speakers


Michael W. Crook, CAIA,
Chief Investment Officer, Mill Creek Capital Advisors, LLC

Daniel S. Kern, CFA, CFP
Chief Investment Officer and Shareholder, TFC Financial Management, Inc.

Carl Ludwigson, CFA, CQF
Director of Manager Research, Bel Air Investment Advisors

Adam Phillips, CFA, CFP
Managing Director, Portfolio Strategy / Partner, EP Wealth

Eddie Phillips
Director of Private Investments, Heritage Wealth Advisors

Michael Ashley Schulman, CFA
Partner / Chief Investment Officer, Running Point Capital Advisors

Ronald J. Smolenski, Jr., CIMA
Managing Director of Research, Pitcairn

Scott Sorensen, CFA
Principal & Founder, Vigilant Capital Management

David Sterman, CFP
President and CEO, Huguenot Financial Planning

Michael Bisaro, AIF
President and CEO, StraightLine Group

Jeffrey J. Burney
Chief Strategy Officer, Crestone Capital

Carina Diamond
Chief Experience Officer and Managing Partner, Dakota Wealth Management

Michelle Katzen, CFP, CDFA
Managing Director, HCR Wealth

Seán O'Dowd, CFA
Managing Director, Silvercrest Asset Management

Lauren Sigman CFP
Managing Director, Principal, Robertson Stephens

Debra Brennan Tagg, CFP
President, BFS Advisory Group

Erin Voisin, CFP, EA, CDFA, ChFC
Managing Director – Wealth Management Services/ Partner, EP Wealth

Toussaint Bailey
Chief Executive Officer, Enso Wealth Management

Steve Ellis, CFA
Founder and President, Colorado Capital Management

Jennifer Kenning
CEO & Co-Founder, Align Impact

Bud Sturmak
CO-CIO and Partner, Perigon Wealth Management