IS BACK and HEADING TO CHICAGO!
OCTOBER 11 & 12, 2021
MARRIOTT CHICAGO O’HARE
8535 West Higgins Rd., Chicago, IL 60631
Meet your peers in person this fall!
Market forecasts from renowned financial analysts.
Solutions for investment advisory firms in the pandemic warp zone.
Interactive Networking with active management peers.
IDEAS with the potential to drive your advisory practice
to greater success!
Presenters & Topics:
Monday, October 11
- Technical Take on Markets – Helene Meisler, Market Columnist, Realmoney
- Member Panel | Practice Management – Delegating Collaborating and Outsourcing
- Crypto Trading – Matt McCall, Penn Financial Group
- Monthly Macro Scouting Report – Darius Dale, Founder and CEO, 42 Macro LLC
- Member Panel | How you can use Marketing to Increase your AUM
- What Gets Watered Grows: How to Grow Your Business from the Inside Out – Scott Webb, Founder, Apple Orchard Consulting
Tuesday, October 12
- Macro Viewpoint with Jim Bianco, President and Macro Strategist, Bianco Research, LLC
- Member Panel |Technology to Improve Your Practice Efficiency
- Active/Passive Blending Based on The Liquidity Premium – Garrett H Brookes, Slingshot Financial (2021 Founders Award Winner
- AI Toolbox – Jim Lee, Founder of StratFI and Professional Futurist