Chicago RIA Summit 2025 | Portfolio Summits | 2 April 2025 | Four Seasons Hotel Chicago, 120 E Delaware Pl, Chicago, IL 60611, USA

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

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Event Date Wed Apr 2 CDT (6 days ago)
In your timezone (EDT): Wed Apr 2 1:00am - Wed Apr 2 1:00am
Location Four Seasons Hotel Chicago
120 E Delaware Pl, Chicago, IL 60611, USA
Region Americas
Details

Topics:
• Market trends
• Fixed Income
• Alternatives
• ESG
• Women in Wealth
• Practice Management
• M&A and more.

This event content is built by and for Independent Registered Investment Advisors and includes dedicated discussions of investment topics as well as practice management, M&A and general trends within investment management.

Speakers

2025 Speakers

Christopher Horvath
Managing Director and Investment Advisor, Taiber, Kosmala & Associates, LLC

David Stone
CEO, RetireOne

Gokhan Kisacikoglu
CEO, Quants

Heather O’Neill Fairbanks CFP®, ChFC®
Managing Director, Partner, Beacon Pointe Advisors

Jack Ablin
Chief Investment Officer and Founding Partner, Cresset Asset Management

Jared Funk
Director of Advisory, Embree Financial

Jayant Walia
Head of Go-to-Market, Gainbridge

Manoj Bhargava
Founder, TPlus3 Fund

Matt Cosgriff
Senior Vice President, Head of Wealth Management Advisory Services, SageView Advisory Group

Matt Powers
Founder, Managing Partner, Powers Advisory Group

Michael Dow
Chief Investment Officer, Beacon Pointe Advisors

Nate Lukow
Account Executive, Practifi

Nicholas Shaheen
Chief Compliance Office, Financial Advisor, Financial Services of America

Rafia Hasan
Chief Investment Officer, Perigon Wealth Management

Rick Fradin
Partner, Chicago Capital

Scott Martin
Chief Investment Officer, Kingsview Partners

Tameca Reed
Senior Managing Director of Client Portfolio Management, 1834 Wealth Management

Tiffany Irving
Senior Vice President, Wealth Advisor, Wealth Management, Mesirow

William Shannon
Director of Strategic Growth, Altair Advisers

Yussef Gheriani
Director of Investments, IHT Wealth Management LLC

Sponsors & Partners

2025 Sponsors

PRESENTING SPONSORS:
• Quants
• ToPlus3 Fund

SPONSORS:
• EagleBrook
• Eagle Capital Management
• ELM Tree Funds
• Flyer Financial Technologies
• Gainbridge
• Practifi
• Redbrick LMD