Venue
Chicago Marriott Downtown Magnificent Mile
Chicago Marriott Downtown Magnificent Mile, 540 N Michigan Ave, Chicago, IL 60611, USA

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Event Date Wed May 8 EDT - Fri May 10 EDT (over 2 years ago)
Location Chicago Marriott Downtown Magnificent Mile
540 N Michigan Ave, Chicago, IL 60611, USA
Region Americas
Details

Excell was named one of the 13 Best Conferences for Financial Advisors in 2018. The fastest-growing advisors have one thing in common: they invest in the development of their team as much as they do themselves. Which is why Excell 2018 features best-practice content for both advisors AND their teams. In 2018, we rocked out with Grammy Award-winning rock band Blues Traveler! Topping the charts with singles including “Hook” and “Run-Around”, they rose to stardom in the early ’90s, appeared at Woodstock ’94 and later became the opening act for The Rolling Stones. This year, we’ll bring someone new to the stage! Join the party on Wednesday evening of Excell.

Speakers

2019 Speakers

Michael Dubin
Founder and CEO - Dollar Shave Club

Dr. Jeremy Siegel
Senior Investment Strategy Advisor of WisdomTree Investments, Inc

Colonel Athens
Director of the U.S. Naval Academy’s Vice Admiral James B. Stockdale Center for Ethical Leadership

Jamie Hopkins
Director of Retirement Research at Carson Group

Mira Wilczek
President and CEO of Cogo Labs

Michael E. Kitces
Partner and the Director of Wealth Management for Pinnacle Advisory Group

Ron Carson
Founder and CEO of the Carson Group

Alicia Driskill
Founder & CEO of EvolveHer

Avery Johnson
Alabama’s 20th head men’s basketball coach

Chris Davenport
TV commentator for ESPN

Darshan Shah, MD
CEO of Beautologie

Sponsors & Partners

2019 Sponsors

• Textron Aviation
• CopyTalk
• Client Life
• BS Spoke
• Morningstar
• Swan Global Investments
• Ppcloan
• Hodges Capital
• Day Hagan Mutual Funds
• BlackRock
• Lodging
• Real Assets Advisers
• Window Rock
• Ameritrade Institutional
• Jackson
• PPCloan
• Lodging Fund REIT
• Davis Advisors
• CNL
• Redtail
• SPDRs
• RealAssets Advisers
• Mobile Assistant
• State Street Global Advisors
• Live Oak Bank
• Allego
• Trimtabs
• LifeYield
• WayPoint
• Pender Capital
• Broadridge
• Innovator
• Wisdom Tree
• Trimtabs
• VOYA Financial
• Eaton Vance Investment Managers
• Cookie Fix
• Truelytics
• MickLaw
• Asset Map
• Ameritas
• FMT Solutions
• Fidelity
• Jackson
• Galileo Money
• National Advisors Trust
• PIMCO
• Riskalyze
• Exchange Right
• Barrons
• Cetera Financial Group
• City National Rochdale
• Orion
• Twenty Over Ten
• eMoney
• White Glove
• Hines Securities
• Strategic Capital
• Fmgsuite
• DWS