Wealth Advisor Forum 2018 | Investments & Wealth Institute | 8 October 2018 | Marriott Downtown Magnificent Mile, 540 N Michigan Ave, Chicago, IL 60611, USA

Private wealth clients have unique needs, and advisors with advanced expertise and knowledge can add significant value for these clients by addressing those needs competently. The Wealth Advisor Forum is designed to provide insight, effective strategies, and real-world tools to help financial professionals distinguish themselves among those that serve high-net-worth (HNW) and ultra-high-net-worth (UHNW) clients. This event features the right mix of up-to-date academic, practitioner, and industry expertise that you won’t want to miss.

2018 Speakers

Howard Fineman
Journalist and Political Commentator, NBC News

Kerri Kasem, Founder
Kasem Cares Foundation

Marci Rossell
Journalist & Economist

Michael Casey, Senior Advisor
MIT’s Digital Currency Initiative and Author

Michelle Black
CIMA®, CPWA®, Wealth Advisory Senior Manager, Capital Group Private Client Services

Nathan Daley
Vice President, Complex Assets Group, Fidelity Charitable

Chuck DiVencenzo, J.D
Vice President, Advanced Markets, Allianz Life Insurance Company of North America

Gary DeMoss, Director
Invesco Consulting

Benjamin Feder, J.D
Attorney, Strauss & Malik LLP

Gabriel Garcia, Director
Pershing Advisor Solutions

C. Thomas Howard, Ph.D
Co-founder, CEO, & CIO, AthenaInvest

Michael Hunstad, Ph.D
Head of Quantitative Strategies, Northern Trust Asset Management

Cynthia Hutchins
CIMA, Director of Financial Gerontology, Bank of America Merrill Lynch

Michael Kitces
MSFS, MTAX, CFP®, CLU, CHFC, RHU, REBC, CASL, Partner and Director of Research Pinnacle Advisory Group

Rabbi Steven Leder
Senior Rabbi & Author, Author & Wilshire Boulevard Temple

Julie Littlechild
Founder, Absolute Engagement.com

Kimberly Lear
Founder, Content Director, Inlay Insights

Heather Locus
CPA, CFP, CDFA, BDF LLC, Owner and Founder, Divorce Practice Group, BDF LLC

Tony Oommen
CFP, Vice President and Charitable Planning Consultant, Fidelity Charitable

Karen Pinkert-Lieb, J.D
Attorney, Schiller DuCanto & Fleck LLP

Andrew Wellington
Co-founder, Chief Investment Officer, & Managing Partner, Lyrical Asset Management

David York
Co-founder and Managing Partner, York Howell & Guymon

2018 Sponsors

PLATINUM SPONSORS

• Capital Group
• Nationwide Financial
• Russell Investments
• Ameritrade

GOLD SPONSOR

• Raymond James

SILVER

• Invesco

BRONZE SPONSORS

• Charles Schwab
• Diamond Hill Capital Management, Inc.
• DWS
• Northern Trust Asset Management
• Matthews Asia
• Nuveen
• Thrivent Mutual Funds
• Vanguard
• Wells Fargo Advisors Financial Network
• William Blair
• Thornburg