The Mid-America Club
The Mid-America Club, 200 E Randolph St 80th Floor, Chicago, IL 60601, USA

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Event Date Wed Jan 19 CST (9 days ago)
In your timezone (EST): Wed Jan 19 1:00am - Wed Jan 19 1:00am
Location The Mid-America Club
200 E Randolph St 80th Floor, Chicago, IL 60601, USA
Region Americas

This summit is a one day meeting of more than one hundred registered investment advisors based across the Midwest. Our audience gathers to focus on opportunities and risk in equities, fixed income, alternatives and more. As we recover from the Covid-19 pandemic there has never been a more important time to exchange ideas face-to-face and build industry and community.

Portfolio Summits content is built by and for Registered Investment Advisors and includes dedicated discussions of investment topics as well as practice management, M&A and diversity, staffing and culture within the Financial Advisory industry.


2022 Speakers

Jacqueline Campbell
President and CEO, Alexander Legacy Private Wealth Management

Matt Steiger, CFA
Director, Multisector Fixed Income Product Manager, Columbia Threadneedle Investments

Brian Griggs, CFA
Portfolio Strategist, Nuveen

Dan Cupkovic
Director of Investments, ARGI

Christian Champ, CFA
Managing Director, Head of Alternative Credit Research, First Eagle Investment

Adrian Johnstone
Co-Founder and President, Practifi

Michael Dow
Chief Investment Officer, Beacon Pointe Advisors

Alexis Budge
Executive Vice President, Director of Investor Relations, Flagship Healthcare Properties

Sean Brown
Chief Executive Officer, YCharts

Richard Smith
Vice President, Private Wealth Partners, CIM Group

Aoifinn Devitt
Chief Investment Officer, Moneta Group

Sponsors & Partners

2022 Sponsors

• Columbia Threadneedle Investments
• First Eagle Investment Management
• Flagship Healthcare Properties
• FS Investment
• Goldman Sachs
• Group RMC
• Nuveen
• Practifi
• YCharts

• Citi